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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    9
Total shares held : 
1,285,246  
% of shares held : 
14.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  20  
Amount of shares held : 
638,261  
% of shares held change : 
  7.09%  
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
 388,900
 30.26%
 
Increased Positions :
12
 254,742
 19.82%
 
Unchanged Positions :
4
 223,793
 17.41%
 
Decreased Positions :
1
-5,381
-0.42%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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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. 1066 - 2024-03-31 215,819 $5,867,000 -35,138
   Advisor Group Holdings Inc. 1148 - 2024-03-31 155,789 $4,236,000 -52,302
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1812 - 2024-03-31 32,050 $871,000 -940
   ENVESTNET ASSET MANAGEMENT INC 3294 - 2024-03-31 22,261 $605,000 -523
   MULTIFINANCIAL SECURITIES CORP 1814 - 2024-03-31 13,082 $356,000 -3,100
   Atria Wealth Solutions Inc. 1550 - 2024-03-31 10,918 $297,000 -1,189

  6 Records found
  1    
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