Security Details
| Security Name: | CALM LAD S&P 500 STR A P ETF |
|---|---|
| Ticker: | CPSL |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 12811T738 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-09-30 | $0.02B | - | 9 | - |
| 2024-12-31 | $0.01B | -33.3% | 12 | +33.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| CROWN WEALTH GROUP, LLC | $4.4M | 173K | 1.8% |
| LEGACY WEALTH MANAGMENT, LLC/ID | $0.3M | 10K | 0.2% |
| LEGACY INVESTMENT SOLUTIONS, LLC | $0.3M | 10K | 0.2% |
| HARBOUR INVESTMENTS, INC. | $0.8M | 29K | 0.0% |
| CALAMOS WEALTH MANAGEMENT LLC | $0.2M | 7K | 0.0% |
| CAPITAL ANALYSTS, LLC | $0.2M | 7K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 138K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0.9M | 35K | 0.0% |
| HIGHTOWER ADVISORS, LLC | $0.2M | 9K | 0.0% |
| CONTINUUM ADVISORY, LLC | $0.0M | 1K | 0.0% |
| MML INVESTORS SERVICES, LLC | $0.2M | 8K | 0.0% |
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