Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Russell Midcap Pure Value ETF (PXMV)  
$52.52 0.94 (1.76%) as of 4:30 Wed 4/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    3
Total shares held : 
 2,209,376  
% of shares held : 
 16.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -117,939  
% of shares held change : 
   -0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 24,585
 1.11%
 
Increased Positions :
21
 96,434
 4.36%
 
Unchanged Positions :
16
 47,958
 2.17%
 
Decreased Positions :
16
-132,875
-6.01%
 
Closed Positions :
7
-106,083
-4.8%
 
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
   Armbruster Capital Management Inc. 76 - 2024-03-31 8,749 $475,000 0
   MARINER WEALTH ADVISORS, LLC 2253 - 2024-03-31 6,845 $372,000 0
   SILVERLAKE WEALTH MANAGEMENT LLC 162 - 2024-03-31 5,870 $319,000 0
   Ullmann Financial Group Inc. 92 - 2024-03-31 5,283 $287,000 0
   Schrum Private Wealth Management LLC 112 - 2024-03-31 4,500 $244,000 0
   True Wealth Design LLC 141 - 2024-03-31 1,665 $90,000 0
   HARBOR INVESTMENT ADVISORY LLC 604 - 2024-03-31 825 $45,000 0
   HARBOUR INVESTMENTS INC. 1515 - 2023-12-31 852 $43,000 0
   Goss Wealth Management LLC 2657 - 2024-03-31 316 $17,000 0
   Tanglewood Legacy Advisors LLC 232 - 2024-03-31 295 $16,000 0
   Geneos Wealth Management Inc. 1654 - 2024-03-31 125 $7,000 0
   Sunbelt Securities Inc. 1317 - 2024-03-31 118 $6,000 0
   GPS Wealth Strategies Group LLC 1005 - 2024-03-31 100 $5,000 0
   Founders Financial Alliance LLC 562 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8771 - 2024-03-31 0 $0 0
  15 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