Security Details
| Security Name: | STRIVE MID-CAP ETF |
|---|---|
| Ticker: | STXM |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 02072L250 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.00B | - | 3 | - |
| 2024-09-30 | $0.01B | +139.9% | 6 | +100.0% |
| 2024-12-31 | $0.01B | +10.3% | 7 | +16.7% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| HOLISTIC PLANNING, LLC | $4.5M | 173K | 1.6% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | $3.0M | 113K | 1.1% |
| GRANTVEST FINANCIAL GROUP LLC | $0.3M | 10K | 0.3% |
| WEALTHPLAN PARTNERS, LLC | $1.2M | 46K | 0.2% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
| WEALTHFRONT ADVISERS LLC | $0.8M | 5K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| STXV | US | STRIVE 1000 VALUE ETF | 0.111 | 2 | 18 |
| STXG | US | STRIVE 1000 GROWTH ETF | 0.071 | 2 | 28 |
| BUXX | US | STRIVE ENHANCED INCOME SHORT | 0.059 | 2 | 34 |
| FTSM | US | FIRST TRUST ENH SHORT MAT FD | 0.006 | 2 | 326 |
| USFR | US | WISDOMTREE FLOATING RATE TRE | 0.005 | 2 | 402 |
| VO | US | VANGUARD MID-CAP ETF | 0.001 | 2 | 1470 |
| VTV | US | VANGUARD VALUE ETF | 0.001 | 2 | 1616 |
| VOO | US | VANGUARD S&P 500 ETF | 0.001 | 2 | 2296 |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 0.001 | 2 | 2323 |
| IVV | US | ISHARES CORE S&P 500 ETF | 0.001 | 2 | 2481 |
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