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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
580,591  
% of shares held : 
6.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-13,362  
% of shares held change : 
  -0.15%  
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
 46,280
 7.97%
 
Increased Positions :
2
 31,052
 5.35%
 
Unchanged Positions :
3
 26,221
 4.52%
 
Decreased Positions :
6
-62,467
-10.76%
 
Closed Positions :
3
-28,227
-4.86%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   AE Wealth Management LLC 55 *New 2024-03-31 1,283,746 $36,869,000 1,283,746
   GRADIENT INVESTMENTS LLC 49 *New 2024-03-31 861,979 $24,756,000 861,979
   Mid-American Wealth Advisory Group Inc. 3 *New 2024-03-31 349,196 $10,029,000 349,196
   ENVESTNET ASSET MANAGEMENT INC 1934 *New 2024-03-31 182,865 $5,252,000 182,865
   Outlook Wealth Advisors LLC 21 *New 2024-03-31 122,800 $3,527,000 122,800
   Cetera Investment Advisers 1221 *New 2024-03-31 114,133 $3,278,000 114,133
   Atria Wealth Solutions Inc. 492 *New 2024-03-31 104,819 $3,010,000 104,819
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1207 *New 2024-03-31 75,155 $2,158,000 75,155
   Great Lakes Retirement Inc. 86 *New 2024-03-31 56,662 $1,627,000 56,662
   Donald L. Hagan LLC 31 *New 2024-03-31 51,963 $1,492,000 51,963
   JANE STREET GROUP LLC 2681 *New 2024-03-31 48,157 $1,383,000 48,157
   Authentikos Wealth Advisory LLC 21 *New 2024-03-31 37,993 $1,091,000 37,993
   Castle Rock Wealth Management LLC 118 *New 2024-03-31 29,867 $845,000 29,867
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2288 *New 2024-03-31 23,281 $669,000 23,281
   CENTAURUS FINANCIAL INC. 346 *New 2024-03-31 21,114 $606,000 21,114
   Encompass More Asset Management 48 *New 2024-03-31 19,840 $570,000 19,840
   Envestnet Portfolio Solutions Inc. 1105 *New 2024-03-31 18,173 $522,000 18,173
   PFG Advisors 390 *New 2024-03-31 17,017 $489,000 17,017
   GeoWealth Management LLC 490 *New 2024-03-31 13,797 $396,000 13,797
   MULTIFINANCIAL SECURITIES CORP 1898 *New 2024-03-31 10,920 $314,000 10,920
   BCGM Wealth Management LLC 119 *New 2024-03-31 10,108 $290,000 10,108
   Csenge Advisory Group 575 *New 2024-03-31 9,532 $274,000 9,532
   Epic Trust Investment Advisors LLC 95 *New 2024-03-31 8,500 $244,000 8,500
   LINCOLN NATIONAL CORP 1084 *New 2024-03-31 7,728 $222,000 7,728
   FSA Advisors Inc. 131 *New 2024-03-31 6,973 $200,000 6,973
   CREATIVE FINANCIAL DESIGNS INC /ADV 833 *New 2024-03-31 1,200 $34,000 1,200
   Pineridge Advisors LLC 180 *New 2024-03-31 1,054 $30,000 1,054
   MORGAN STANLEY 6213 *New 2024-03-31 796 $23,000 796
   Richard W. Paul & Associates LLC 395 *New 2024-03-31 115 $3,000 115

  29 Records found
  1    
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