NEW AGE ALPHA TR (AVDG)
Institutional ownership reported to the SEC as of Q2 2022, across 5 quarters.
2
Reporting holders
$18.0K
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $17.0K | 653 | 0.00% | 5q | +988.3%+$15.4K |
| ADVISOR GROUP HOLDINGS, INC. | $1.0K | 31 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2022 | 2 | $18.0K | 684 | 1 | 1 | 0 | 0.0% |
| Q1 2022 | 4 | $7.3M | 259,315 | 2 | 0 | 1 | 0.0% |
| Q4 2021 | 1 | $2.0K | 70 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $1.0K | 19 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $3.0K | 98 | 1 | 0 | 0 | 0.0% |