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EQLT
Workplace Equality Portfolio
EQLT
EQLT
Delisted
EQLT was delisted on the 26th of April, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
DIA
1
Denver Investment Advisors
Denver,
Colorado
| $6.43M | +$40.1K | +1,270 | +0.6% |
|
| 2 |
AWM
2
Affinity Wealth Management
Wilmington,
Delaware
| $231K | – | – | – |
|
| 3 |
3
LPL Financial
San Diego,
California
| $231K | +$228K | +7,214 | New |
|
| 4 |
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $100K | +$78.3K | +2,477 | +397% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $26K | +$11.8K | +372 | +83% |
|
| 6 |
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $24K | +$3.16K | +100 | +16% |
|
| 7 |
WIM
7
Westside Investment Management
Santa Monica,
California
| $15.9K | – | – | – |
|
| 8 |
AG
8
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
| 9 |
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$427K | -14,132 | Closed |
|
| 10 |
SCA
10
Snowden Capital Advisors
New York
| – | -$267K | -8,822 | Closed |
|