Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco 1-30 Laddered Treasury ETF (PLW)  
$28.13 0.13 (0.46%) as of 4:30 Fri 6/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    8
Total shares held : 
 25,712,340  
% of shares held : 
 28.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 -759,271  
% of shares held change : 
   -0.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.72  
Last Quarter's Ending Price : 
 $28.08  
Last Quarter's Average Price : 
 $28.10  
Change from last quarter's     
avg. price to the last closing  : 
0.03 (0.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,736,154
 6.75%
 
Increased Positions :
20
 1,318,951
 5.13%
 
Unchanged Positions :
7
 349,743
 1.36%
 
Decreased Positions :
13
-3,691,657
-14.36%
 
Closed Positions :
9
-122,719
-0.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Orgel Wealth Management LLC 11 - 2024-03-31 4,442,372 $124,742,000 178,093
   BANK OF NEW YORK MELLON CORP 1080 - 2024-03-31 1,646,880 $46,244,000 360,607
   PFS INVESTMENTS INC. 48 - 2023-06-30 1,233,073 $35,969,000 33,691
   BANK OF AMERICA CORP /DE/ 1818 - 2024-03-31 814,991 $22,885,000 155,446
   WELLS FARGO & CO/MN 1221 - 2024-03-31 591,542 $16,610,000 7,079
   Dynamic Advisors Solutions LLC 47 - 2024-03-31 503,930 $14,150,000 95,506
   Spectrum Investment Advisors Inc. 6 - 2024-03-31 356,975 $10,024,000 11,209
   COMMONWEALTH EQUITY SERVICES LLC. 826 - 2024-03-31 324,808 $9,121,000 239,189
   Fundamentun LLC 49 - 2024-03-31 220,629 $6,195,000 27,898
   Advisor Group Holdings Inc. 1202 - 2024-03-31 141,450 $3,972,000 15,852
   ENVESTNET ASSET MANAGEMENT INC 2150 - 2024-03-31 136,723 $3,839,000 84,459
   JANNEY MONTGOMERY SCOTT LLC 1043 - 2024-03-31 88,483 $2,485,000 3,291
   Arete Wealth Advisors LLC 150 - 2024-03-31 59,039 $1,658,000 8,394
   PROSPERA FINANCIAL SERVICES 350 - 2023-12-31 56,478 $1,628,000 1,143
   MORGAN STANLEY 4572 - 2024-03-31 55,734 $1,565,000 12,211
   Atria Wealth Solutions Inc. 735 - 2024-03-31 53,088 $1,491,000 32,886
   UBS Group AG 3302 - 2024-03-31 48,885 $1,373,000 8,751
   CITADEL ADVISORS LLC 2891 - 2024-03-31 42,658 $1,198,000 42,658
   Simplicity WealthLLC 473 - 2024-03-31 41,949 $1,178,000 25,351
   Financial Advisory Service Inc. 187 - 2024-03-31 20,906 $587,000 17,426
   PFG Investments LLC 585 - 2024-03-31 15,452 $434,000 15,452
   Brookstone Capital Management 767 - 2024-03-31 10,298 $289,000 76
   Householder Group Estate & Retirement Specialist L 314 - 2024-03-31 4,444 $125,000 148
   Concord Wealth Partners 257 - 2024-03-31 4,122 $116,000 3,843
   CREATIVE FINANCIAL DESIGNS INC /ADV 1362 - 2024-03-31 155 $4,000 155
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us