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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
1,318,558  
% of shares held : 
64.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
20,111  
% of shares held change : 
  0.99%  
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
 43,575
 3.3%
 
Increased Positions :
7
 274,622
 20.83%
 
Unchanged Positions :
6
 29,619
 2.25%
 
Decreased Positions :
14
-285,728
-21.67%
 
Closed Positions :
2
-12,358
-0.94%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WealthPlan Investment Management LLC 59 *New 2024-03-31 142,787 $4,135,000 142,787
   Authentikos Wealth Advisory LLC 12 *New 2024-03-31 79,855 $2,312,000 79,855
   Great Lakes Retirement Inc. 67 *New 2024-03-31 77,092 $2,232,000 77,092
   Feltz Wealth PLAN Inc. 107 *New 2024-03-31 75,736 $2,193,000 75,736
   Donald L. Hagan LLC 30 *New 2024-03-31 51,573 $1,493,000 51,573
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2122 *New 2024-03-31 30,697 $889,000 30,697
   Clear Point Advisors Inc. 51 *New 2024-03-31 21,777 $631,000 21,777
   Encompass More Asset Management 47 *New 2024-03-31 19,670 $570,000 19,670
   FINANCIAL NETWORK 1874 *New 2024-03-31 18,776 $544,000 18,776
   JANE STREET GROUP LLC 3822 *New 2024-03-31 17,898 $518,000 17,898
   Csenge Advisory Group 423 *New 2024-03-31 17,740 $514,000 17,740
   Lantern Wealth Advisors LLC 75 *New 2024-03-31 17,154 $497,000 17,154
   Kingdom Financial Group LLC. 34 *New 2024-03-31 15,176 $439,000 15,176
   PFG Advisors 510 *New 2024-03-31 10,876 $315,000 10,876
   GeoWealth Management LLC 558 *New 2024-03-31 10,801 $313,000 10,801
   Herold Advisors Inc. 223 *New 2024-03-31 9,767 $283,000 9,767
   FSA Advisors Inc. 115 *New 2024-03-31 8,301 $240,000 8,301
   SECURED RETIREMENT ADVISORS LLC 103 *New 2024-03-31 7,923 $229,000 7,923
   Gallagher Fiduciary Advisors LLC 188 *New 2024-03-31 7,075 $205,000 7,075
   CENTAURUS FINANCIAL INC. 725 *New 2024-03-31 4,159 $120,000 4,159
   Pineridge Advisors LLC 111 *New 2024-03-31 2,244 $65,000 2,244
   Richard W. Paul & Associates LLC 336 *New 2024-03-31 240 $7,000 240
   TUCKER ASSET MANAGEMENT LLC 629 *New 2023-12-31 127 $4,000 127

  23 Records found
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