Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Innovator Premium Income 20 Barrier Etf - July (JULH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    2
Total shares held : 
655,289  
% of shares held : 
7.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
50,458  
% of shares held change : 
  0.56%  
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 :
2
 46,589
 7.11%
 
Increased Positions :
3
 25,104
 3.83%
 
Unchanged Positions :
10
 193,268
 29.49%
 
Decreased Positions :
7
-21,235
-3.24%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Bullseye Investment Management LLC 24 - 2024-03-31 82,713 $2,061,000 9,008
   Atria Wealth Solutions Inc. 651 - 2024-03-31 76,845 $1,916,000 -6,220
   Brookstone Capital Management 379 - 2024-03-31 67,591 $1,685,000 -2,535
   RPg Family Wealth Advisory LLC 62 - 2024-03-31 56,861 $1,444,000 743
   Maia Wealth LLC 49 - 2023-12-31 50,202 $1,253,000 0
   STEPHENS INC /AR/ 562 - 2024-03-31 42,179 $1,052,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 71 - 2024-03-31 40,371 $1,007,000 0
   Pensionmark Financial Group LLC 159 - 2024-03-31 32,576 $812,000 2,028
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3116 - 2024-03-31 25,542 $637,000 -3,683
   COMMONWEALTH EQUITY SERVICES LLC. 2608 - 2024-03-31 24,824 $619,000 380
   Schulz Wealth LTD. 30 - 2024-03-31 19,000 $474,000 0
   SECURED RETIREMENT ADVISORS LLC 76 - 2024-03-31 17,053 $425,000 -1,804
   PRINCIPAL SECURITIES INC. 882 - 2024-03-31 11,199 $279,000 0
   Accurate Wealth Management LLC 227 - 2024-03-31 10,966 $274,000 -295
   Outlook Wealth Advisors LLC 241 - 2024-03-31 9,120 $227,000 0
   HARBOR INVESTMENT ADVISORY LLC 581 - 2024-03-31 2,020 $50,000 0
   HARBOUR INVESTMENTS INC. 2254 - 2023-12-31 280 $7,000 0
   Coastal Investment Advisors Inc. 749 *New 2024-03-31 180 $4,000 180
   UBS Group AG 7057 - 2024-03-31 36 $1,000 -164
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 702 - 2024-03-31 40 $1,000 0
   OLD MISSION CAPITAL LLC 1032 *Closed 2024-03-31 0 $0 -46,389
   MML INVESTORS SERVICES LLC 2488 *Closed 2024-03-31 0 $0 -16,177
   AE Wealth Management LLC 1684 *Closed 2024-03-31 0 $0 -20,763
   PROEQUITIES INC. 9038 *New 2024-03-31 0 $0 0

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results