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Alger Concentrated Equity ETF
CNEQ
CNEQ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIS
1
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $1.43M | +$1.38M | +55,285 | New |
|
|
CRWM
2
Castle Rock Wealth Management
Walnut Creek,
California
| $1.27M | -$184K | -7,339 | -14% |
|
|
OBWG
3
Onyx Bridge Wealth Group
Tarrytown,
New York
| $828K | +$74.7K | +2,985 | +10% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $286K | +$277K | +11,046 | New |
|
5
Focus Partners Wealth
Boston,
Massachusetts
| $205K | +$198K | +7,908 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $29.5K | +$28.5K | +1,140 | New |
|
|
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $22.6K | +$21.9K | +875 | New |
|
8
Bank of America
Charlotte,
North Carolina
| – | -$139 | -6 | Closed |
|