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Wedbush Laffer Tengler New Era Value ETF
TGLR
TGLR
40.29
USD
-0.12
0.3%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.3%
5 days
0.27%
1 month
-2.75%
3 months
-1.83%
6 months
6.53%
Year to date
10.35%
1 year
18.64%
5 years
64.79%
10 years
64.79%
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 |
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $3.49M | +$1.25M | +31,795 | +58% |
|
| 2 |
GS
2
GTS Securities
Miami,
Florida
| $902K | +$876K | +22,260 | New |
|
| 3 |
GSIAS
3
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $811K | +$3.97K | +101 | +0.5% |
|
| 4 |
PSCM
4
Per Stirling Capital Management
Austin,
Texas
| $729K | +$46.7K | +1,187 | +7% |
|
| 5 |
SAM
5
Seelaus Asset Management
Chatham,
New Jersey
| $422K | +$167K | +4,250 | +69% |
|
| 6 |
6
JP Morgan Chase
New York
| $297K | +$290K | +7,382 | New |
|
| 7 |
SPC
7
Sigma Planning Corp
Ann Arbor,
Michigan
| $234K | +$393 | +10 | +0.2% |
|
| 8 |
NA
8
NewEdge Advisors
New Orleans,
Louisiana
| $22.3K | +$21.6K | +550 | New |
|
| 9 |
CT
9
Caldwell Trust
Venice,
Florida
| $10.1K | +$9.84K | +250 | New |
|
| 10 |
AWM
10
AE Wealth Management
Topeka,
Kansas
| $6.89K | – | – | – |
|
| 11 |
11
Wells Fargo
San Francisco,
California
| $60 | – | – | – |
|
| 12 |
HIA
12
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$60.8K | -1,680 | Closed |
|