Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Fund Of Deep Buffer Etfs (BUFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    4
Total shares held : 
 30,511,743  
% of shares held : 
 42.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 6,510,507  
% of shares held change : 
   9.17%  
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 :
12
 391,778
 1.28%
 
Increased Positions :
45
 7,778,862
 25.49%
 
Unchanged Positions :
18
 584,395
 1.92%
 
Decreased Positions :
34
-1,462,943
-4.79%
 
Closed Positions :
8
-197,190
-0.65%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   GW HENSSLER & ASSOCIATES LTD 1 - 2024-03-31 4,063,633 $95,861,000 112,074
   LPL FINANCIAL CORP 367 - 2024-03-31 3,620,259 $85,402,000 247,144
   ENVESTNET ASSET MANAGEMENT INC 564 - 2024-03-31 2,770,933 $65,366,000 27,213
   Centennial Wealth Advisory LLC 1 - 2024-03-31 2,057,525 $48,537,000 15,821
   Capital Asset Advisory Services LLC 21 - 2024-03-31 888,860 $20,959,000 173,340
   Cetera Investment Advisers 386 - 2024-03-31 855,133 $20,173,000 416,718
   AXXCESS WEALTH MANAGEMENT LLC 32 - 2024-03-31 854,231 $20,151,000 170,511
   BB&T CORP 413 - 2024-03-31 851,064 $20,077,000 34,863
   Creekmur Asset Management LLC 2 - 2024-03-31 815,780 $19,244,000 -134,987
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 297 - 2024-03-31 707,732 $16,695,000 -337,459
   COMMONWEALTH EQUITY SERVICES LLC. 571 - 2024-03-31 691,462 $16,312,000 -117,120
   Advisor Group Holdings Inc. 483 - 2024-03-31 684,716 $16,152,000 -659,432
   Private Advisor Group LLC 169 - 2024-03-31 663,677 $15,656,000 813
   MML INVESTORS SERVICES LLC 389 - 2024-03-31 451,651 $10,654,000 13,981
   TOWNSQUARE CAPITAL LLC 135 *New 2024-03-31 428,236 $10,102,000 428,236
   Santori & Peters Inc. 4 - 2024-03-31 396,773 $9,360,000 -4,004
   Stratos Wealth Partners LTD. 141 - 2024-03-31 385,449 $9,093,000 168,321
   MULTIFINANCIAL SECURITIES CORP 296 - 2024-03-31 364,387 $8,596,000 21,807
   Goss Wealth Management LLC 265 - 2024-03-31 337,952 $7,972,000 10,878
   Financial Advocates Investment Management 57 - 2024-03-31 297,402 $7,016,000 -97,135
   Walkner Condon Financial Advisors LLC 15 - 2024-03-31 283,035 $6,677,000 -158,559
   PROSPERA FINANCIAL SERVICES 109 *New 2023-12-31 281,422 $6,388,000 281,422
   FINANCIAL NETWORK 543 - 2024-03-31 261,252 $6,163,000 118,689
   CWM LLC 379 - 2024-03-31 260,876 $6,154,000 -462,963
   MARINER WEALTH ADVISORS, LLC 662 - 2024-03-31 253,707 $5,985,000 111,584
   Integrity Financial Corp /WA 4 - 2024-03-31 252,431 $5,955,000 -39,795
   Change Path LLC 86 - 2024-03-31 250,422 $5,907,000 27,911
   Andina Capital Management LLC 5 - 2024-03-31 240,292 $5,668,000 -29,668
   HARBOUR INVESTMENTS INC. 81 - 2023-12-31 236,852 $5,377,000 19,333
   ROYAL BANK OF CANADA 1875 - 2024-03-31 220,472 $5,201,000 34,940
   Atria Wealth Solutions Inc. 329 - 2024-03-31 216,731 $5,113,000 31,139
   WEDBUSH MORGAN SECURITIES INC 89 *New 2024-03-31 201,319 $4,749,000 201,319
   Envestnet Portfolio Solutions Inc. 457 - 2024-03-31 159,327 $3,759,000 35,251
   ADVISORY SERVICES NETWORK, LLC 273 - 2024-03-31 158,524 $3,740,000 -3,082
   Kestra Advisory Services LLC 653 - 2024-03-31 146,134 $3,447,000 -129,794
   Maia Wealth LLC 17 - 2023-12-31 126,090 $2,862,000 0
   Jacobi Capital Management LLC 73 - 2024-03-31 111,637 $2,634,000 94,908
   SYNOVUS FINANCIAL CORP 297 - 2024-03-31 108,583 $2,561,000 37,880
   H D Vest Advisory Services 483 - 2024-03-31 104,829 $2,473,000 41,106
   CENTAURUS FINANCIAL INC. 141 - 2024-03-31 95,892 $2,262,000 -164
   IFG Advisory LLC 178 - 2024-03-31 90,281 $2,130,000 53,266
   Resources Investment Advisors Inc. 337 - 2024-03-31 84,489 $1,993,000 664
   Arkadios Wealth Advisors 145 - 2024-03-31 83,771 $1,976,000 4,940
   Catalyst Wealth Management LLC 8 - 2023-03-31 94,632 $1,933,000 -8,821
   Tradition Wealth Management LLC 101 *New 2024-03-31 81,506 $1,923,000 81,506
   Kingsview Wealth Management LLC 348 - 2024-03-31 81,422 $1,921,000 -5,347
   Brookstone Capital Management 359 - 2024-03-31 79,275 $1,870,000 5,781
   JANE STREET GROUP LLC 2351 - 2024-03-31 77,861 $1,837,000 66,905
   AE Wealth Management LLC 542 - 2024-03-31 68,397 $1,613,000 -3,072,320
   Coppell Advisory Solutions Corp. 81 *New 2024-03-31 66,725 $1,574,000 66,725
   Foundations Investment Advisors LLC 258 - 2024-03-31 64,574 $1,523,000 -37,023
   Integrated Wealth Concepts LLC 624 - 2024-03-31 58,962 $1,391,000 17,112
   Strategic Blueprint LLC 199 - 2024-03-31 55,936 $1,320,000 -1,584
   Sowell Financial Services LLC 303 - 2024-03-31 55,258 $1,304,000 -18,558
   Gladstone Institutional Advisory LLC 274 *New 2024-03-31 50,037 $1,180,000 50,037
   Coppell Advisory Solutions LLC 98 *New 2023-12-31 51,148 $1,161,000 51,148
   IAMS WEALTH MANAGEMENT LLC 53 - 2024-03-31 45,171 $1,054,000 -9,662
   Concurrent Investment Advisors LLC 364 - 2024-03-31 43,386 $1,023,000 10,854
   TFB Advisors LLC 64 - 2024-03-31 42,615 $996,000 4,243
   Financial Strategies Group Inc. 40 - 2024-03-31 40,763 $963,000 -319
   FIRST HEARTLAND CONSULTANTS INC 172 - 2024-03-31 40,186 $948,000 -25,576
   Sigma Planning Corp 524 - 2024-03-31 39,504 $932,000 28,861
   Legacy Financial Group LLC 47 - 2024-03-31 39,404 $930,000 39,404
   Davies Financial Advisors Inc. 27 - 2024-03-31 38,845 $916,000 0
   Apollon Wealth Management LLC 512 - 2024-03-31 36,744 $867,000 -45,640
   Castleview Partners LLC 46 - 2024-03-31 36,690 $866,000 3,681
   Mutual Advisors LLC 519 - 2024-03-31 36,250 $855,000 4,222
   Dynamic Advisors Solutions LLC 489 - 2024-03-31 33,258 $785,000 3,562
   Householder Group Estate & Retirement Specialist L 91 - 2024-03-31 33,064 $780,000 -9,429
   Ameritas Advisory Services LLC 464 - 2024-03-31 30,379 $716,000 30,379
   L.M. KOHN & COMPANY 115 *New 2024-03-31 28,918 $682,000 28,918
   NBC SECURITIES INC. 351 - 2024-03-31 28,426 $671,000 4,638
   Capital Analysts Inc. 289 - 2024-03-31 28,017 $661,000 0
   EdgeRock Capital LLC 22 - 2024-03-31 28,024 $661,000 0
   Cooper Financial Group 174 - 2024-03-31 27,572 $650,000 101
   Equitable Holdings Inc. 744 *New 2024-03-31 25,538 $602,000 25,538
   Lion Street Advisors LLC 95 - 2024-03-31 25,788 $585,000 0
   Claro Advisors LLC 212 - 2024-03-31 24,304 $573,000 150
   Cambridge Advisors Inc. 110 - 2024-03-31 23,905 $564,000 -11
   JANNEY MONTGOMERY SCOTT LLC 1915 - 2024-03-31 23,388 $552,000 -196
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3313 - 2024-03-31 23,309 $550,000 1,171
   BENJAMIN F. EDWARDS & COMPANY INC. 640 - 2024-03-31 22,771 $537,000 2,496
   CITADEL ADVISORS LLC 3719 - 2024-03-31 21,635 $510,000 -9,890
   Simplicity WealthLLC 748 *New 2024-03-31 20,543 $485,000 20,543
   Paul Damon & Associates Inc. 45 - 2024-03-31 20,241 $477,000 3,139
   KESTRA PRIVATE WEALTH SERVICES LLC 823 - 2024-03-31 19,729 $465,000 -2,802
   IHT Wealth Management LLC 665 *New 2024-03-31 19,486 $460,000 19,486
   Tyler-Stone Wealth Management 104 - 2024-03-31 18,833 $444,000 18,233
   PROEQUITIES INC. 470 - 2024-03-31 18,498 $436,000 -4,836
   Onyx Bridge Wealth Group LLC 157 - 2024-03-31 18,130 $427,000 -1,655
   IFP Advisors Inc 618 - 2023-12-31 18,656 $423,000 -5,936
   VitalStone Financial LLC 54 *New 2024-03-31 17,786 $420,000 17,786
   FSA Advisors Inc. 75 - 2024-03-31 16,304 $385,000 234
   Schulz Wealth LTD. 37 - 2024-03-31 15,759 $372,000 -13,948
   Strategic Financial Concepts LLC 198 - 2024-03-31 15,599 $368,000 15,599
   Integrated Advisors Network LLC 541 - 2024-03-31 15,340 $362,000 2,557
   PRINCIPAL SECURITIES INC. 792 - 2024-03-31 15,034 $355,000 6,086
   Focus Financial Network Inc. 460 - 2024-03-31 15,024 $350,000 0
   Good Life Advisors LLC 312 *New 2024-03-31 14,809 $349,000 14,809
   FOCUS FINANCIAL NETWORK INC /ADV 542 - 2023-12-31 15,024 $341,000 0
  100 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