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Get Institutions for : 
Allianzim Us Large Cap Buffer10 Dec Etf (DECT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    4
Total shares held : 
1,547,591  
% of shares held : 
17.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
721,492  
% of shares held change : 
  8.02%  
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 :
10
 271,973
 17.57%
 
Increased Positions :
4
 664,970
 42.97%
 
Unchanged Positions :
4
 19,142
 1.24%
 
Decreased Positions :
4
-143,031
-9.24%
 
Closed Positions :
6
-72,420
-4.68%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 88 - 2024-03-31 806,177 $24,294,000 -64,592
   Strategic Blueprint LLC 112 - 2024-03-31 86,598 $2,610,000 -1,527
   Advisor Group Holdings Inc. 1517 - 2024-03-31 83,924 $2,529,000 -81,425
   COMMONWEALTH EQUITY SERVICES LLC. 1672 - 2024-03-31 76,226 $2,297,000 -7,104
   Allianz Investment Management U.S. LLC 25 - 2024-03-31 39,362 $1,186,000 -17,500
   ADVISORY SERVICES NETWORK, LLC 636 - 2024-03-31 38,090 $1,148,000 -415
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2488 - 2024-03-31 34,907 $1,052,000 -22,161
   Family Wealth Group LLC 40 - 2023-12-31 17,081 $489,000 0
   CITADEL ADVISORS LLC 3846 - 2024-03-31 14,876 $448,000 14,876
   Kestra Advisory Services LLC 1814 - 2024-03-31 12,817 $386,000 2,355
   Atria Wealth Solutions Inc. 1390 - 2024-03-31 12,569 $379,000 -60
   Moors & Cabot Inc. 719 - 2024-03-31 8,560 $258,000 1,560
   Envestnet Portfolio Solutions Inc. 1534 - 2024-03-31 7,116 $214,000 -959
   HARBOUR INVESTMENTS INC. 1036 *New 2023-12-31 4,488 $128,000 4,488
   AdvisorNet Financial Inc 912 - 2024-03-31 1,160 $35,000 5
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 404 *New 2024-03-31 1,100 $33,000 1,100
   CWM LLC 2695 - 2024-03-31 900 $27,000 -6
   NBC SECURITIES INC. 1543 - 2024-03-31 500 $15,000 0
   UBS Group AG 6458 - 2024-03-31 108 $3,000 108
   HANSON MCCLAIN, INC. 2628 *New 2024-03-31 85 $3,000 85
   Sound Income Strategies LLC 1095 *New 2024-03-31 65 $2,000 65
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 670 - 2024-03-31 7 $0 0
   J P MORGAN CHASE & CO 5587 *Closed 2024-03-31 0 $0 -460
   Feltz Wealth PLAN Inc. 314 *Closed 2024-03-31 0 $0 -52,295
   PROEQUITIES INC. 5878 - 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5615 *Closed 2024-03-31 0 $0 -16,220
   WealthPlan Investment Management LLC 193 *Closed 2024-03-31 0 $0 -56,305

  27 Records found
  1    
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