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Institutional Holdings
EZETOwnership Summary
Institutions Holding
4
Total Shares Held
832
Total Value Held
$9,952
Quarter
2026-06-30
Active Positions
Increased Positions
1
711 shares
Decreased Positions
0
0 shares
Held Positions
1
121 shares
New Positions
0
0 shares
Sold Out Positions
2
810 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 711 | $8,507 | ▲ +5 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 121 | $1,445 | Unchanged | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Mosley Wealth Management | 0 | $0 | Sold out | 2026-06-30 |