Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Deep Buffer Etf March (DMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    4
Total shares held : 
1,399,823  
% of shares held : 
15.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-202,471  
% of shares held change : 
  -2.25%  
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 :
5
 63,356
 4.53%
 
Increased Positions :
14
 187,801
 13.42%
 
Unchanged Positions :
14
 308,546
 22.04%
 
Decreased Positions :
24
-160,158
-11.44%
 
Closed Positions :
9
-293,470
-20.96%
 
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
   Truadvice LLC 13 - 2023-09-30 121,003 $3,980,000 -6,179
   Advisor Group Holdings Inc. 1317 - 2024-03-31 96,209 $3,358,000 -37,762
   WETZEL INVESTMENT ADVISORS INC. 26 - 2024-03-31 41,185 $1,402,000 -270
   Schulz Wealth LTD. 32 - 2024-03-31 13,417 $468,000 -4,212
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 162 - 2024-03-31 8,256 $288,000 -1,347
   CAMELOT PORTFOLIOS, LLC 107 - 2024-03-31 6,676 $233,000 -964
   ROYAL BANK OF CANADA 4055 - 2024-03-31 6,376 $222,000 -3,267
   NBC SECURITIES INC. 976 - 2024-03-31 2,490 $86,000 -669
   DHJJ Financial Advisors Ltd. 233 - 2024-03-31 1,878 $66,000 -207
   Steward Partners Investment Advisory LLC 2243 - 2024-03-31 1,026 $36,000 -133
   PROEQUITIES INC. 1431 - 2024-03-31 726 $25,000 -24,713
   Larson Financial Group LLC 1065 - 2024-03-31 248 $9,000 -295

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results