Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Allianzim Us Large Cap Buffer20 Oct Etf (AZBO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 278 - 2024-03-31 1,193,712 $40,419,000 -37,288
   Advisor Group Holdings Inc. 971 - 2024-03-31 162,354 $5,497,000 -83,650
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13 - 2024-03-31 139,423 $4,721,000 -2,699
   CENTAURUS FINANCIAL INC. 109 - 2024-03-31 88,349 $2,991,000 -2,292
   Compass Advisory Group LLC 15 - 2024-03-31 81,498 $2,760,000 -52
   Atria Wealth Solutions Inc. 527 - 2024-03-31 79,783 $2,701,000 -4,961
   Strategic Blueprint LLC 114 - 2024-03-31 76,647 $2,595,000 -359
   Long Island Wealth Management Inc. 30 - 2024-03-31 37,620 $1,274,000 -7,921
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 269 - 2024-03-31 27,643 $936,000 -10,979
   DHJJ Financial Advisors Ltd. 62 - 2024-03-31 20,133 $682,000 -525
   LINCOLN NATIONAL CORP 680 - 2024-03-31 17,616 $596,000 -235
   Cetera Investment Advisers 1138 - 2024-03-31 17,119 $580,000 -10,528
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3267 - 2024-03-31 16,831 $570,000 -32,655
   Certified Advisory Corp 178 - 2024-03-31 13,634 $462,000 -90
   Spire Wealth Management 548 - 2024-03-31 13,209 $447,000 -1
   FIRST HEARTLAND CONSULTANTS INC 409 - 2024-03-31 5,923 $201,000 -3,012
   AdvisorNet Financial Inc 621 - 2024-03-31 3,070 $104,000 -1,000
  17 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