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Get Institutions for : 
Ft Cboe Vest Us Equity Moderate Buffer Etf - Aug (GAUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    9
Total shares held : 
2,042,972  
% of shares held : 
22.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  17  
Amount of shares held : 
597,699  
% of shares held change : 
  6.64%  
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
 83,998
 4.11%
 
Increased Positions :
15
 612,923
 30%
 
Unchanged Positions :
8
 61,857
 3.03%
 
Decreased Positions :
7
-55,641
-2.72%
 
Closed Positions :
1
-43,581
-2.13%
 
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
   MILESTONE ASSET MANAGEMENT LLC 27 *New 2024-03-31 104,860 $3,456,000 104,860
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1467 *New 2024-03-31 83,188 $2,741,000 83,188
   Change Path LLC 461 *New 2024-03-31 21,827 $719,000 21,827
   RAYMOND JAMES & ASSOCIATES 2814 *New 2024-03-31 21,047 $694,000 21,047
   Sage Capital Advisorsllc 90 *New 2024-03-31 15,058 $496,000 15,058
   AIFG Consultants Ltd. 27 *New 2024-03-31 11,726 $386,000 11,726
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 156 *New 2024-03-31 8,000 $264,000 8,000
   LPL FINANCIAL CORP 4403 *New 2024-03-31 6,156 $203,000 6,156
   EPG Wealth Management LLC 285 *New 2024-03-31 2,565 $85,000 2,565
   Newbridge Financial Services Group Inc. 942 *New 2024-03-31 88 $3,000 88

  10 Records found
  1    
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