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Get Institutions for : 
Global X Dow 30 Covered Call Etf (DJIA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    0
Total shares held : 
1,098,041  
% of shares held : 
12.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
-56,914  
% of shares held change : 
  -0.63%  
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 :
3
 23,810
 2.17%
 
Increased Positions :
15
 165,982
 15.12%
 
Unchanged Positions :
7
 22,416
 2.04%
 
Decreased Positions :
10
-209,706
-19.1%
 
Closed Positions :
3
-37,000
-3.37%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1653 - 2024-03-31 257,297 $5,864,000 141,196
   XML Financial LLC 53 - 2024-03-31 230,435 $5,252,000 -17,392
   Advisor Group Holdings Inc. 1297 - 2024-03-31 151,251 $3,447,000 -40,615
   J.W. COLE ADVISORS INC. 155 - 2024-03-31 124,957 $2,848,000 -386
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2169 - 2024-03-31 60,990 $1,390,000 28,275
   JANE STREET GROUP LLC 3099 - 2024-03-31 42,865 $977,000 2,163
   Pasadena Private Wealth LLC 51 - 2024-03-31 37,560 $856,000 2,426
   ROYAL BANK OF CANADA 3091 - 2024-03-31 37,358 $852,000 4,138
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2265 - 2024-03-31 30,422 $693,000 -4,618
   JANNEY MONTGOMERY SCOTT LLC 1743 - 2024-03-31 29,513 $673,000 0
   Arete Wealth Advisors LLC 276 - 2024-03-31 25,779 $588,000 -332
   KESTRA PRIVATE WEALTH SERVICES LLC 783 - 2024-03-31 22,444 $512,000 2,645
   RAYMOND JAMES & ASSOCIATES 3091 - 2024-03-31 19,408 $442,000 1,138
   OLD MISSION CAPITAL LLC 626 *New 2024-03-31 17,403 $397,000 17,403
   HARBOUR INVESTMENTS INC. 672 - 2023-12-31 15,548 $341,000 0
   Verity Asset Management Inc. 137 - 2024-03-31 14,114 $322,000 -30
   Cetera Investment Advisers 3005 - 2024-03-31 13,287 $303,000 2,686
   BEAM Asset Management LLC 87 - 2024-03-31 12,960 $295,000 221
   CHANNEL WEALTH LLC 146 - 2024-03-31 11,129 $254,000 0
   MARINER WEALTH ADVISORS, LLC 2611 *New 2024-03-31 10,520 $240,000 10,520
   Founders Financial Alliance LLC 239 - 2024-03-31 10,471 $239,000 1,020
   MULTIFINANCIAL SECURITIES CORP 2092 *New 2024-03-31 10,417 $237,000 10,417
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 594 *New 2024-03-31 9,140 $208,000 9,140
   NATIONAL BANK OF CANADA /FI/ 1287 - 2024-03-31 6,594 $148,000 273
   COMERICA BANK 2493 - 2024-03-31 4,955 $113,000 1,000
   IFP Advisors Inc 1432 - 2023-12-31 2,796 $61,000 46
   Steward Partners Investment Advisory LLC 2158 - 2024-03-31 1,988 $45,000 0
   Newbridge Financial Services Group Inc. 424 - 2024-03-31 1,900 $43,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1274 *New 2024-03-31 1,015 $22,000 1,015
   PRIVATE TRUST CO NA 1517 - 2024-03-31 650 $15,000 0
   MORGAN STANLEY 6398 - 2024-03-31 519 $12,000 317
   Geneos Wealth Management Inc. 1672 - 2024-03-31 250 $6,000 0
   DHJJ Financial Advisors Ltd. 512 - 2024-03-31 160 $4,000 0
   BANK OF AMERICA CORP /DE/ 6179 - 2024-03-31 4 $0 -136
   UBS Group AG 7733 *Closed 2024-03-31 0 $0 -3,580
   ADVISORY SERVICES NETWORK, LLC 2780 *Closed 2024-03-31 0 $0 -6,379
   Prosperity Wealth Management Inc. 162 *Closed 2024-03-31 0 $0 -22,692
   WELLS FARGO & CO/MN 6421 *Closed 2024-03-31 0 $0 -115
   PROEQUITIES INC. 6865 - 2024-03-31 0 $0 0
   STEPHENS INC /AR/ 1310 *Closed 2024-03-31 0 $0 -13,818
   GOFEN & GLOSSBERG LLC /IL/ 551 *Closed 2022-12-31 0 $0 -40,000
   GRADIENT INVESTMENTS LLC 1810 *New 2024-03-31 1 $0 1
   WOLVERINE TRADING LLC 1585 *Closed 2024-03-31 0 $0 -9,742

  43 Records found
  1    
  Page 1 of 1
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