Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Msci World Quality Mix (QWLD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    1
Total shares held : 
 676,071  
% of shares held : 
 16.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 241,732  
% of shares held change : 
   6.04%  
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 :
4
 2,280
 0.34%
 
Increased Positions :
18
 249,668
 36.93%
 
Unchanged Positions :
7
 13,080
 1.93%
 
Decreased Positions :
5
-6,902
-1.02%
 
Closed Positions :
3
-3,314
-0.49%
 
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
   LPL FINANCIAL CORP 738 - 2024-03-31 259,229 $31,088,000 37,274
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1002 - 2024-03-31 52,879 $6,341,000 38,013
   SYM FINANCIAL CORPORATION 21 - 2024-03-31 22,825 $2,737,000 182
   Fingerlakes Wealth Management Inc. 11 - 2024-03-31 19,593 $2,350,000 450
   Ignite Planners LLC 39 - 2024-03-31 16,881 $2,017,000 4,584
   RAYMOND JAMES & ASSOCIATES 2312 - 2024-03-31 12,778 $1,532,000 422
   Advisor Group Holdings Inc. 1940 - 2024-03-31 12,283 $1,473,000 4,850
   Geneos Wealth Management Inc. 298 - 2024-03-31 11,909 $1,428,000 360
   THRIVENT FINANCIAL FOR LUTHERANS 1651 - 2024-03-31 10,989 $1,318,000 1,012
   ENVESTNET ASSET MANAGEMENT INC 2951 - 2024-03-31 9,094 $1,091,000 1,967
   THOROUGHBRED FINANCIAL SERVICES LLC 318 - 2024-03-31 3,405 $408,000 450
   Cetera Investment Advisers 2819 - 2024-03-31 3,110 $373,000 1,168
   FIRST HEARTLAND CONSULTANTS INC 312 - 2024-03-31 2,830 $339,000 596
   FLAGSHIP HARBOR ADVISORS LLC 578 - 2024-03-31 2,050 $246,000 2,050
   BANK OF AMERICA CORP /DE/ 5461 - 2024-03-31 425 $51,000 15
  15 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