Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pimco Commodity Strategy Active Etf (CMDT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    2
Total shares held : 
 450,732  
% of shares held : 
 5.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -89,945  
% of shares held change : 
   -1%  
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 :
1
 0
 0%
 
Increased Positions :
3
 15,429
 3.42%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-102,813
-22.81%
 
Closed Positions :
3
-2,561
-0.57%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Orion Portfolio Solutions LLC 134 *New 2024-03-31 532,375 $14,454,000 532,375
   CWM LLC 303 - 2024-03-31 337,299 $9,158,000 -67,379
   AE Wealth Management LLC 330 *New 2024-03-31 152,118 $4,130,000 152,118
   HOLLENCREST SECURITIES LLC 75 *New 2024-03-31 108,609 $2,949,000 108,609
   LAKE STREET FINANCIAL LLC 83 *New 2024-03-31 85,215 $2,314,000 85,215
   Lokken Investment Group LLC 26 *New 2024-03-31 74,638 $2,026,000 74,638
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1821 *New 2024-03-31 31,725 $861,000 31,725
   GOLDMAN SACHS GROUP INC/ 3740 *New 2024-03-31 26,638 $723,000 26,638
   Great Lakes Retirement Inc. 183 *New 2024-03-31 13,490 $366,000 13,490
   UBS Group AG 6142 - 2024-03-31 241 $7,000 -126
   Pineridge Advisors LLC 326 *New 2024-03-31 248 $7,000 248
   Financial Gravity Wealth Inc. 722 *New 2024-03-31 104 $3,000 104
   Advisor Group Holdings Inc. 6376 - 2024-03-31 27 $1,000 27
   Richard W. Paul & Associates LLC 475 *New 2024-03-31 27 $1,000 27
   PROEQUITIES INC. 3363 - 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5410 *Closed 2024-03-31 0 $0 -29,532
   LPL FINANCIAL CORP 4914 *Closed 2024-03-31 0 $0 -16,155
  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