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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    4
Total shares held : 
 2,824,302  
% of shares held : 
 31.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -752,103  
% of shares held change : 
   -8.36%  
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 :
2
 17,185
 0.61%
 
Increased Positions :
7
 646,741
 22.9%
 
Unchanged Positions :
10
 66,470
 2.35%
 
Decreased Positions :
18
-874,234
-30.95%
 
Closed Positions :
6
-541,795
-19.18%
 
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
   Epic Trust Investment Advisors LLC 12 - 2024-03-31 38,182 $1,155,000 0
   Clear Point Advisors Inc. 27 - 2024-03-31 36,059 $1,091,000 0
   Long Island Wealth Management Inc. 47 - 2024-03-31 21,313 $645,000 0
   Compass Advisory Group LLC 54 - 2024-03-31 16,649 $504,000 0
   Main Street Financial Solutions LLC 365 - 2024-03-31 12,800 $387,000 0
   LINCOLN NATIONAL CORP 913 - 2024-03-31 10,600 $321,000 0
   Prestige Wealth Management Group LLC 156 - 2024-03-31 6,093 $184,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 492 - 2024-03-31 4,725 $143,000 0
   Allianz Investment Management U.S. LLC 37 - 2024-03-31 4,000 $121,000 0
   ROYAL BANK OF CANADA 4977 - 2024-03-31 1,482 $45,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 455 - 2024-03-31 682 $21,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 672 - 2024-03-31 6 $0 0
   PROEQUITIES INC. 5443 - 2024-03-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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