Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Fund Of Deep Buffer Etfs (BUFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    4
Total shares held : 
 30,511,743  
% of shares held : 
 42.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 6,510,507  
% of shares held change : 
   9.17%  
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 :
12
 391,778
 1.28%
 
Increased Positions :
45
 7,778,862
 25.49%
 
Unchanged Positions :
18
 584,395
 1.92%
 
Decreased Positions :
34
-1,462,943
-4.79%
 
Closed Positions :
8
-197,190
-0.65%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GW HENSSLER & ASSOCIATES LTD 1 - 2024-03-31 4,063,633 $95,861,000 112,074
   LPL FINANCIAL CORP 367 - 2024-03-31 3,620,259 $85,402,000 247,144
   ENVESTNET ASSET MANAGEMENT INC 564 - 2024-03-31 2,770,933 $65,366,000 27,213
   Centennial Wealth Advisory LLC 1 - 2024-03-31 2,057,525 $48,537,000 15,821
   Capital Asset Advisory Services LLC 21 - 2024-03-31 888,860 $20,959,000 173,340
   Cetera Investment Advisers 386 - 2024-03-31 855,133 $20,173,000 416,718
   AXXCESS WEALTH MANAGEMENT LLC 32 - 2024-03-31 854,231 $20,151,000 170,511
   BB&T CORP 413 - 2024-03-31 851,064 $20,077,000 34,863
   Private Advisor Group LLC 169 - 2024-03-31 663,677 $15,656,000 813
   MML INVESTORS SERVICES LLC 389 - 2024-03-31 451,651 $10,654,000 13,981
   Stratos Wealth Partners LTD. 141 - 2024-03-31 385,449 $9,093,000 168,321
   MULTIFINANCIAL SECURITIES CORP 296 - 2024-03-31 364,387 $8,596,000 21,807
   Goss Wealth Management LLC 265 - 2024-03-31 337,952 $7,972,000 10,878
   FINANCIAL NETWORK 543 - 2024-03-31 261,252 $6,163,000 118,689
   MARINER WEALTH ADVISORS, LLC 662 - 2024-03-31 253,707 $5,985,000 111,584
   Change Path LLC 86 - 2024-03-31 250,422 $5,907,000 27,911
   HARBOUR INVESTMENTS INC. 81 - 2023-12-31 236,852 $5,377,000 19,333
   ROYAL BANK OF CANADA 1875 - 2024-03-31 220,472 $5,201,000 34,940
   Atria Wealth Solutions Inc. 329 - 2024-03-31 216,731 $5,113,000 31,139
   Envestnet Portfolio Solutions Inc. 457 - 2024-03-31 159,327 $3,759,000 35,251
   Jacobi Capital Management LLC 73 - 2024-03-31 111,637 $2,634,000 94,908
   SYNOVUS FINANCIAL CORP 297 - 2024-03-31 108,583 $2,561,000 37,880
   H D Vest Advisory Services 483 - 2024-03-31 104,829 $2,473,000 41,106
   IFG Advisory LLC 178 - 2024-03-31 90,281 $2,130,000 53,266
   Resources Investment Advisors Inc. 337 - 2024-03-31 84,489 $1,993,000 664
   Arkadios Wealth Advisors 145 - 2024-03-31 83,771 $1,976,000 4,940
   Brookstone Capital Management 359 - 2024-03-31 79,275 $1,870,000 5,781
   JANE STREET GROUP LLC 2351 - 2024-03-31 77,861 $1,837,000 66,905
   Integrated Wealth Concepts LLC 624 - 2024-03-31 58,962 $1,391,000 17,112
   Concurrent Investment Advisors LLC 364 - 2024-03-31 43,386 $1,023,000 10,854
   TFB Advisors LLC 64 - 2024-03-31 42,615 $996,000 4,243
   Sigma Planning Corp 524 - 2024-03-31 39,504 $932,000 28,861
   Legacy Financial Group LLC 47 - 2024-03-31 39,404 $930,000 39,404
   Castleview Partners LLC 46 - 2024-03-31 36,690 $866,000 3,681
   Mutual Advisors LLC 519 - 2024-03-31 36,250 $855,000 4,222
   Dynamic Advisors Solutions LLC 489 - 2024-03-31 33,258 $785,000 3,562
   Ameritas Advisory Services LLC 464 - 2024-03-31 30,379 $716,000 30,379
   NBC SECURITIES INC. 351 - 2024-03-31 28,426 $671,000 4,638
   Cooper Financial Group 174 - 2024-03-31 27,572 $650,000 101
   Claro Advisors LLC 212 - 2024-03-31 24,304 $573,000 150
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3313 - 2024-03-31 23,309 $550,000 1,171
   BENJAMIN F. EDWARDS & COMPANY INC. 640 - 2024-03-31 22,771 $537,000 2,496
   Paul Damon & Associates Inc. 45 - 2024-03-31 20,241 $477,000 3,139
   Tyler-Stone Wealth Management 104 - 2024-03-31 18,833 $444,000 18,233
   FSA Advisors Inc. 75 - 2024-03-31 16,304 $385,000 234
   Strategic Financial Concepts LLC 198 - 2024-03-31 15,599 $368,000 15,599
   Integrated Advisors Network LLC 541 - 2024-03-31 15,340 $362,000 2,557
   PRINCIPAL SECURITIES INC. 792 - 2024-03-31 15,034 $355,000 6,086
   Echo Wealth Management LLC 36 - 2024-03-31 12,269 $289,000 427
   MCKINLEY CARTER WEALTH SERVICES, INC. 267 - 2024-03-31 11,712 $276,000 880
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1161 - 2024-03-31 2,146 $51,000 1,517
   Aptus Capital Advisors LLC 928 - 2024-03-31 1,150 $27,000 300
  52 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