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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

  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
   AE Wealth Management LLC 1276 *Closed 2024-03-31 0 $0 -316,677
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 726 *Closed 2024-03-31 0 $0 -133
   H D Vest Advisory Services 1673 *Closed 2024-03-31 0 $0 -10,553
   Outlook Wealth Advisors LLC 280 *Closed 2024-03-31 0 $0 -26,357
   Allegheny Financial Group LTD 210 *Closed 2024-03-31 0 $0 -9,138
   Cetera Investment Advisers 2265 *Closed 2024-03-31 0 $0 -9,274

  6 Records found
  1    
  Page 1 of 1
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