Who owns SHP ETF TRUST?
- Ticker: CSHI
- CUSIP Number: 78433h501
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Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Shp Etf Trust stock
Who bought or sold SHP ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Atticus Wealth Management | 591k | $29M | 12% | Mar 2024 |
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| Mercer Global Advisors | 375k | $19M | 100% | Mar 2024 |
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| Paragon Wealth Strategies | 347k | $17M | 4% | Dec 2023 |
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| WT Wealth Management | 240k | $12M | 2% | Dec 2023 |
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| Advisor Group Holdings | 228k | $11M | -2% | Mar 2024 |
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| LPL Financial | 146k | $7.2M | 100% | Mar 2024 |
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| Precision Wealth Strategies | 143k | $7.1M | -60% | Mar 2024 |
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| Worth Asset Management | 116k | $5.8M | 376% | Mar 2024 |
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| Camarda Wealth Advisory | 115k | $5.7M | 19% | Mar 2024 |
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| Great Lakes Retirement | 98k | $4.9M | 53% | Mar 2024 |
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| Axxcess Wealth Management | 72k | $3.6M | -34% | Dec 2023 |
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| Atomi Financial Group | 70k | $3.5M | 49% | Mar 2024 |
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| Gradient Investments | 69k | $3.4M | -4% | Mar 2024 |
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| Latitude Advisors | 63k | $3.1M | 156% | Mar 2024 |
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| Gainplan | 54k | $2.7M | 27% | Mar 2024 |
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| Jane Street | 44k | $2.2M | 60% | Mar 2024 |
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| Retirement Planning Group | 40k | $2.0M | 100% | Mar 2024 |
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| Dynamic Advisors Solutions | 33k | $1.6M | 0% | Mar 2024 |
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| Newbridge Financial Services Group | 28k | $1.4M | 21% | Mar 2024 |
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| Madison Wealth Partners | 26k | $1.3M | -17% | Mar 2024 |
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| Capital Investment Advisory Services | 26k | $1.3M | 108% | Mar 2024 |
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| Capital Insight Partners | 24k | $1.2M | 4% | Mar 2024 |
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| Goss Wealth Management | 21k | $1.0M | 100% | Mar 2024 |
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| Stifel Financial | 17k | $835k | 20% | Mar 2024 |
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| We Are One Seven | 16k | $786k | -12% | Dec 2023 |
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| Gts Securities | 13k | $659k | 100% | Mar 2024 |
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| Flow Traders US | 12k | $601k | -84% | Mar 2024 |
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| Kingsview Wealth Management | 9.9k | $493k | -75% | Mar 2024 |
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| Empire Financial Management Company | 9.4k | $470k | 0% | Dec 2023 |
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| Claro Advisors | 9.3k | $463k | -22% | Mar 2024 |
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| Aptus Capital Advisors | 8.9k | $442k | 100% | Mar 2024 |
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| Moloney Securities Asset Management | 8.2k | $409k | 0% | Mar 2024 |
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| Derbend Asset Management | 7.5k | $374k | 66% | Mar 2024 |
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| Silver Oak Securities | 7.0k | $349k | -42% | Mar 2024 |
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| Tactive Advisors | 6.6k | $329k | 100% | Dec 2023 |
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| Secure Asset Management | 6.6k | $327k | 5% | Mar 2024 |
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| Janney Montgomery Scott | 6.0k | $298k | 4% | Mar 2024 |
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| Delta Investment Management | 5.6k | $280k | -22% | Mar 2024 |
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| Global Retirement Partners | 5.4k | $269k | 9% | Mar 2024 |
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| Fiduciary | 4.8k | $238k | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 4.5k | $226k | -94% | Mar 2024 |
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| Creative Financial Designs | 600.00 | $30k | 0% | Mar 2024 |
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| DHJJ Financial Advisors | 410.00 | $20k | 8100% | Mar 2024 |
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| Larson Financial Group | 306.00 | $15k | 1% | Mar 2024 |
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| Castleview Partners | 226.00 | $11k | -93% | Mar 2024 |
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| Penserra Capital Management | 154.00 | $7.0k | 4% | Mar 2024 |
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| Parallel Advisors | 20.00 | $996.000000 | 0% | Mar 2024 |
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| AdvisorNet Financial | 10.00 | $498.000000 | 0% | Mar 2024 |
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| Morgan Stanley | 1.00 | $57.000000 | 100% | Mar 2024 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wells Fargo & Company | Dec 2023 | 614.00 | $31k |
| VisionPoint Advisory Group | Dec 2023 | 369.00 | $18k |