Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - January (NJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,426,063  
% of shares held : 
 15.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 431,810  
% of shares held change : 
   4.8%  
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 :
11
 211,193
 14.81%
 
Increased Positions :
15
 348,671
 24.45%
 
Unchanged Positions :
20
 144,272
 10.12%
 
Decreased Positions :
15
-68,092
-4.77%
 
Closed Positions :
8
-59,962
-4.2%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for the current period

  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
   SMI Advisory Services LLC 7 *New 2024-03-31 348,698 $15,147,000 348,698
   PERSONAL CFO SOLUTIONS LLC 17 *New 2024-03-31 145,554 $6,343,000 145,554
   STEPHENS INC /AR/ 328 *New 2024-03-31 70,037 $3,052,000 70,037
   RFG Advisory Group LLC 195 *New 2024-03-31 53,638 $2,338,000 53,638
   JANE STREET GROUP LLC 2204 *New 2024-03-31 47,700 $2,079,000 47,700
   MML INVESTORS SERVICES LLC 1176 *New 2024-03-31 35,404 $1,543,000 35,404
   RAYMOND JAMES & ASSOCIATES 2342 *New 2024-03-31 33,374 $1,454,000 33,374
   BCJ Capital Management LLC 171 *New 2024-03-31 20,586 $897,000 20,586
   Bullseye Investment Management LLC 32 *New 2024-03-31 18,634 $812,000 18,634
   Sigma Planning Corp 611 *New 2024-03-31 16,354 $713,000 16,354
   PFG Investments LLC 428 *New 2024-03-31 15,773 $687,000 15,773
   Consolidated Portfolio Review Corp 132 *New 2024-03-31 15,773 $687,000 15,773
   GOLDMAN SACHS GROUP INC/ 3799 *New 2024-03-31 14,848 $647,000 14,848
   SECURED RETIREMENT ADVISORS LLC 74 *New 2024-03-31 9,959 $434,000 9,959
   ACCUVEST GLOBAL ADVISORS 85 *New 2024-03-31 9,390 $408,000 9,390
   WealthPlan Investment Management LLC 134 *New 2024-03-31 8,607 $375,000 8,607
   Atria Wealth Solutions Inc. 1455 *New 2024-03-31 7,909 $345,000 7,909
   GTS SECURITIES LLC 974 *New 2024-03-31 7,316 $319,000 7,316
   FOUNDERS FINANCIAL SECURITIES LLC 323 *New 2024-03-31 6,812 $297,000 6,812
   BCS Wealth Management 190 *New 2024-03-31 6,414 $280,000 6,414
   KINGSWOOD WEALTH ADVISORS LLC 516 *New 2024-03-31 6,042 $263,000 6,042
   Beacon Financial Advisory LLC 195 *New 2024-03-31 5,936 $259,000 5,936
   BLAIR WILLIAM & CO/IL 1323 *New 2024-03-31 5,681 $248,000 5,681
   Stratos Wealth Advisors LLC 593 *New 2024-03-31 5,424 $236,000 5,424
   Tradition Wealth Management LLC 361 *New 2024-03-31 4,928 $215,000 4,928
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 166 *New 2024-03-31 2,488 $108,000 2,488
   HANSON MCCLAIN, INC. 1182 *New 2024-03-31 1,498 $65,000 1,498
   COMERICA BANK 2665 *New 2024-03-31 1,500 $65,000 1,500
   Archer Investment Corp 481 *New 2024-03-31 588 $26,000 588
   Weaver Capital Management LLC 153 *New 2024-03-31 106 $5,000 106
  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us