Security Name: ARGENT MID CAP ETF
Ticker: AMID
Security Type: OTHER
Exchange: US
CUSIP: 02072L839

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.03B - 6 -
2024-09-30 $0.05B +65.9% 12 +100.0%
2024-12-31 $0.08B +39.2% 18 +50.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
VISTA FINANCE, LLC $4.7M 138K 4.8%
LEGACY CG, LLC $11.6M 340K 3.6%
TANDEM WEALTH ADVISORS LLC $4.8M 140K 2.4%
MONETA GROUP INVESTMENT ADVISORS LLC $42.2M 1,236K 0.6%
MAIA WEALTH LLC $2.3M 64K 0.5%
ORION PORTFOLIO SOLUTIONS, LLC $9.0M 263K 0.1%
CIBC PRIVATE WEALTH GROUP LLC $0.0M 0K 0.0%
FARTHER FINANCE ADVISORS, LLC $0.0M 1K 0.0%
OSAIC HOLDINGS, INC. $0.0M 0K 0.0%
RAYMOND JAMES FINANCIAL INC $0.3M 8K 0.0%
MPWM ADVISORY SOLUTIONS, LLC $0.0M 0K 0.0%
GLOBAL RETIREMENT PARTNERS, LLC $0.1M 2K 0.0%
MORGAN STANLEY $0.0M 0K 0.0%
TOWER RESEARCH CAPITAL LLC $0.0M 0K 0.0%
CORECAP ADVISORS, LLC $0.0M 0K 0.0%
UBS GROUP AG $0.0M 0K 0.0%
WELLS FARGO & COMPANY/MN $0.3M 8K 0.0%

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