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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
   COMMONWEALTH EQUITY SERVICES LLC. 472 - 2024-03-31 698,646 $21,141,000 -30,379
   Advisor Group Holdings Inc. 852 - 2024-03-31 229,929 $6,958,000 -323,357
   ENVESTNET ASSET MANAGEMENT INC 1996 - 2024-03-31 158,751 $4,804,000 -26,232
   FINANCIAL NETWORK 674 - 2024-03-31 148,077 $4,481,000 -1,033
   CENTAURUS FINANCIAL INC. 99 - 2024-03-31 109,471 $3,313,000 -7,203
   MML INVESTORS SERVICES LLC 1263 - 2024-03-31 42,503 $1,286,000 -347
   WEALTHSOURCE PARTNERS LLC 215 - 2023-12-31 30,694 $906,000 -450
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 276 - 2024-03-31 29,797 $902,000 -10,444
   Cetera Investment Advisers 940 - 2024-03-31 29,257 $885,000 -6,689
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1813 - 2024-03-31 28,689 $868,000 -1,155
   DHJJ Financial Advisors Ltd. 101 - 2024-03-31 11,338 $343,000 -127
   Wealthquest Corp 117 - 2024-03-31 7,803 $236,000 -4,695
   BANK OF AMERICA CORP /DE/ 5077 - 2024-03-31 4,500 $136,000 -1,450
   AdvisorNet Financial Inc 600 - 2024-03-31 3,775 $114,000 -1,000
   IFP Advisors Inc 2460 - 2023-12-31 133 $4,000 -277

  15 Records found
  1    
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