Institutional Owners for ET
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
IMA WEALTH INC COM UT LTD PTN Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
ASSET DEDICATION LLC Equities 1502 $37,000 2,320 0.00 0.00 22 0.96 03-31-2024
CLEARSTEAD ADVISORS LLC CALL 1503 $36,386 2,300 0.00 2,300 +Inf 03-31-2024
TUCKER ASSET MANAGEMENT LLC COM UT LTD PTN 1504 $29,045 2,287 0.00 2,287 +Inf 06-30-2023
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