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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Apr Etf (AZBA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    4
Total shares held : 
 2,824,302  
% of shares held : 
 31.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -752,103  
% of shares held change : 
   -8.36%  
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
 17,185
 0.61%
 
Increased Positions :
7
 646,741
 22.9%
 
Unchanged Positions :
10
 66,470
 2.35%
 
Decreased Positions :
18
-874,234
-30.95%
 
Closed Positions :
6
-541,795
-19.18%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES & ASSOCIATES 1414 *New 2024-03-31 211,415 $6,397,000 211,415
   Certified Advisory Corp 80 *New 2024-03-31 93,340 $2,824,000 93,340
   Great Lakes Retirement Inc. 65 *New 2024-03-31 76,482 $2,314,000 76,482
   Atria Wealth Solutions Inc. 1142 *New 2024-03-31 20,544 $622,000 20,544
   REGAL INVESTMENT ADVISORS, LLC 337 *New 2024-03-31 18,261 $553,000 18,261
   Kingdom Financial Group LLC. 32 *New 2024-03-31 15,117 $457,000 15,117
   Csenge Advisory Group 477 *New 2024-03-31 13,731 $416,000 13,731
   GeoWealth Management LLC 487 *New 2024-03-31 13,416 $406,000 13,416
   ACCESS FINANCIAL SERVICES INC. 85 *New 2024-03-31 10,500 $318,000 10,500
   POM Investment Strategies LLC 26 *New 2024-03-31 9,777 $296,000 9,777
   Stuart Chaussee & Associates Inc. 51 *New 2024-03-31 2,200 $67,000 2,200
   Pineridge Advisors LLC 146 *New 2024-03-31 1,377 $42,000 1,377
   TUCKER ASSET MANAGEMENT LLC 446 *New 2023-12-31 417 $12,000 417
   Richard W. Paul & Associates LLC 371 *New 2024-03-31 140 $4,000 140
  14 Records found
  1    
  Page 1 of 1
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