Institutional Ownership Listed Fds Tr Wahed Ftse Usa S (HLAL)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Ftse Usa S (HLAL). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 470,936 shares, which have been reported (via 13F filing form) to have a value of $25.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,499
shares
|
$241,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,297
shares
|
$230,534
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,062
shares
|
$217,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
2,494
shares
|
$133,803
0.03% of portfolio
|
Q3 2024
Added 67.83%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,426
shares
|
$76,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,366
shares
|
$73,285
0.01% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
978
shares
|
$52,469
0.02% of portfolio
|
Q4 2021
Added 0.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
878
shares
|
$47,104
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
693
shares
|
$37,179
0.0% of portfolio
|
Q2 2024
Added 13.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
156
shares
|
$8,369
0.0% of portfolio
|
Q2 2024
Reduced 97.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
150
shares
|
$8,047
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
138
shares
|
$7,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|