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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
| $6.82M | +$135K | +4,133 | +2% |
|
| 2 |
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $908K | +$886K | +27,069 | New |
|
| 3 |
3
LPL Financial
San Diego,
California
| $310K | +$66.2K | +2,023 | +28% |
|
| 4 |
AWM
4
Affinity Wealth Management
Wilmington,
Delaware
| $240K | – | – | – |
|
| 5 |
GI
5
Gradient Investments
Arden Hills,
Minnesota
| $116K | +$11.5K | +352 | +11% |
|
| 6 |
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $34K | +$32.7K | +1,000 | New |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| $27K | -$426 | -13 | -2% |
|
| 8 |
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $24K | – | – | – |
|
| 9 |
WIM
9
Westside Investment Management
Santa Monica,
California
| $16.7K | – | – | – |
|
| 10 |
AG
10
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|