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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    7
Total shares held : 
2,997,822  
% of shares held : 
29.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  22  
Amount of shares held : 
500,749  
% of shares held change : 
  4.93%  
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 :
9
 215,916
 7.2%
 
Increased Positions :
19
 290,229
 9.68%
 
Unchanged Positions :
8
 106,226
 3.54%
 
Decreased Positions :
4
-4,877
-0.16%
 
Closed Positions :
2
-519
-0.02%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 the current period

  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
   Kestra Advisory Services LLC 390 - 2024-03-31 221,730 $7,508,000 156
   RAYMOND JAMES & ASSOCIATES 1375 - 2024-03-31 200,543 $6,790,000 393
   ENVESTNET ASSET MANAGEMENT INC 2244 - 2024-03-31 98,042 $3,320,000 14,229
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1463 - 2024-03-31 81,724 $2,767,000 3,216
   LPL FINANCIAL CORP 2960 - 2024-03-31 35,505 $1,202,000 8,424
   FINANCIAL NETWORK 1375 - 2024-03-31 33,162 $1,123,000 302
   Envestnet Portfolio Solutions Inc. 825 - 2024-03-31 31,154 $1,055,000 828
   MULTIFINANCIAL SECURITIES CORP 1212 - 2024-03-31 26,587 $900,000 3,021
   CITADEL ADVISORS LLC 3753 - 2024-03-31 14,684 $497,000 4,540
   HARBOUR INVESTMENTS INC. 874 - 2023-12-31 5,774 $189,000 2,637
   IFP Advisors Inc 1022 - 2023-12-31 4,941 $162,000 2,915
   UBS Group AG 4865 - 2024-03-31 4,351 $147,000 1,834

  12 Records found
  1    
  Page 1 of 1
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