Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Allianzim Us Large Cap Buffer20 Jan Etf (AZBJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    7
Total shares held : 
 9,863,431  
% of shares held : 
 10.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 7,365,023  
% of shares held change : 
   8.18%  
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
 984,219
 9.98%
 
Increased Positions :
19
 6,507,445
 65.98%
 
Unchanged Positions :
7
 138,266
 1.4%
 
Decreased Positions :
11
-100,157
-1.02%
 
Closed Positions :
3
-26,484
-0.27%
 
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
   Compass Advisory Group LLC 2 - 2024-03-31 892,718 $28,063,000 35,077
   Advisor Group Holdings Inc. 453 - 2024-03-31 562,964 $17,698,000 372,856
   COMMONWEALTH EQUITY SERVICES LLC. 566 - 2024-03-31 528,233 $16,605,000 240,732
   Cetera Investment Advisers 610 - 2024-03-31 372,007 $11,694,000 325,009
   Outlook Wealth Advisors LLC 8 - 2024-03-31 287,217 $9,029,000 83,760
   ENVESTNET ASSET MANAGEMENT INC 1638 - 2024-03-31 264,589 $8,317,000 95,080
   Strategic Blueprint LLC 42 - 2024-03-31 251,539 $7,907,000 121,896
   Kestra Advisory Services LLC 416 - 2024-03-31 222,213 $6,985,000 145,007
   RAYMOND JAMES & ASSOCIATES 1372 - 2024-03-31 216,393 $6,802,000 8,656
   FINANCIAL NETWORK 552 - 2024-03-31 193,278 $6,076,000 40,445
   CENTAURUS FINANCIAL INC. 71 - 2024-03-31 149,431 $4,697,000 35,974
   Atria Wealth Solutions Inc. 400 - 2024-03-31 126,192 $3,967,000 43,844
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1092 - 2024-03-31 84,225 $2,648,000 57,667
   AMERICAN ASSET MANAGEMENT INC. 3 - 2024-03-31 78,333 $2,462,000 43,233
   Long Island Wealth Management Inc. 21 - 2024-03-31 73,314 $2,305,000 1,089
   MULTIFINANCIAL SECURITIES CORP 827 - 2024-03-31 62,552 $1,966,000 42,118
   Clear Point Advisors Inc. 15 - 2024-03-31 43,765 $1,376,000 2,144
   Epic Trust Investment Advisors LLC 18 - 2024-03-31 31,244 $982,000 600
   LPL FINANCIAL CORP 3251 - 2024-03-31 27,789 $874,000 11,181
   PFG Advisors 348 - 2024-03-31 20,523 $645,000 3,857
   PARK AVENUE SECURITIES LLC 861 - 2024-03-31 19,584 $616,000 2,407
   Csenge Advisory Group 390 - 2024-03-31 18,763 $590,000 4,979
   FSA Advisors Inc. 62 - 2024-03-31 15,499 $487,000 6,379
   NBC SECURITIES INC. 782 - 2024-03-31 5,799 $182,000 245
   UBS Group AG 5586 - 2024-03-31 802 $25,000 802
  25 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