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ClearShares OCIO ETF
OCIO
OCIO
36.53
USD
+0.67
1.87%
At close
Updated
Nov 9, 4:00 PM EST
Pre-market
After hours
1 day
1.87%
5 days
-0.54%
1 month
-4.3%
3 months
-3.72%
6 months
-1.46%
Year to date
4.49%
1 year
-2.95%
5 years
9.31%
10 years
46.65%
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 |
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.42M | +$4.32M | +119,479 | New |
|
| 2 |
2
Blueprint Financial Advisors
Greensboto,
North Carolina
| $4.41M | +$4.31M | +119,164 | New |
|
| 3 |
3
LPL Financial
San Diego,
California
| $1.81M | +$572K | +15,816 | +48% |
|
| 4 |
4
Jane Street
New York
| $1.32M | +$302K | +8,357 | +31% |
|
| 5 |
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.18M | -$760 | -21 | -0.1% |
|
| 6 |
6
U.S. Capital Wealth Advisors
Austin,
Texas
| $249K | -$10.7K | -296 | -4% |
|
| 7 |
7
Colonial Trust
Spartanburg,
South Carolina
| $196K | – | – | – |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $7.27K | – | – | – |
|
| 9 |
9
Morgan Stanley
New York
| $37 | – | – | – |
|
| 10 |
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$5.01M | -142,114 | Closed |
|
| 11 |
11
Old Mission Capital
Chicago,
Illinois
| – | -$494K | -14,030 | Closed |
|
| 12 |
12
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$335K | -9,519 | Closed |
|