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Get Institutions for : 
Innovator S (UDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    5
Total shares held : 
 2,662,967  
% of shares held : 
 29.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 798,125  
% of shares held change : 
   8.87%  
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
 535,558
 20.11%
 
Increased Positions :
22
 690,533
 25.93%
 
Unchanged Positions :
12
 94,371
 3.54%
 
Decreased Positions :
18
-131,776
-4.95%
 
Closed Positions :
4
-296,190
-11.12%
 
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. 1340 - 2024-03-31 113,098 $3,780,000 -6,199
   MILESTONE ASSET MANAGEMENT LLC 24 - 2024-03-31 105,017 $3,510,000 -556
   Arete Wealth Advisors LLC 111 - 2024-03-31 69,735 $2,331,000 -4,165
   KFG WEALTH MANAGEMENT LLC 27 - 2024-03-31 64,461 $2,154,000 -3,164
   Advisor Group Holdings Inc. 1641 - 2024-03-31 64,075 $2,141,000 -10,077
   Goss Wealth Management LLC 666 - 2024-03-31 61,636 $2,060,000 -169,245
   Castle Rock Wealth Management LLC 58 - 2024-03-31 51,330 $1,700,000 -6,687
   BB&T CORP 1350 - 2024-03-31 49,593 $1,657,000 -900
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 100 - 2024-03-31 42,608 $1,424,000 -6,914
   BCJ Capital Management LLC 158 - 2024-03-31 32,665 $1,092,000 -150
   Octavia Wealth Advisors LLC 83 - 2024-03-31 25,530 $853,000 -825
   Archer Investment Corp 105 - 2024-03-31 19,229 $643,000 -818
   ENVESTNET ASSET MANAGEMENT INC 3317 - 2024-03-31 17,397 $581,000 -8,886
   AE Wealth Management LLC 821 - 2024-03-31 14,641 $489,000 -987
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2469 - 2024-03-31 11,763 $393,000 -688
   FINANCIAL NETWORK 2162 - 2024-03-31 10,469 $350,000 -1,600
   Compass Advisory Group LLC 61 - 2024-03-31 9,311 $311,000 -405
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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