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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    5
Total shares held : 
 761,919  
% of shares held : 
 55.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 172,675  
% of shares held change : 
   12.51%  
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 :
6
 129,533
 17%
 
Increased Positions :
11
 239,956
 31.49%
 
Unchanged Positions :
3
 9,775
 1.28%
 
Decreased Positions :
5
-177,285
-23.27%
 
Closed Positions :
1
-19,529
-2.56%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1047 - 2024-03-31 207,829 $6,080,000 -702
   Kestra Advisory Services LLC 703 - 2024-03-31 102,722 $3,005,000 25,870
   Advisor Group Holdings Inc. 1488 - 2024-03-31 90,628 $2,652,000 14,233
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1968 - 2024-03-31 38,668 $1,131,000 723
   Cetera Investment Advisers 898 - 2024-03-31 33,790 $989,000 -450
   FINANCIAL NETWORK 1551 - 2024-03-31 29,825 $873,000 0
   Strategic Blueprint LLC 307 - 2024-03-31 24,329 $712,000 -1,315
   CITADEL ADVISORS LLC 3429 - 2024-03-31 23,302 $682,000 3,755
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3351 - 2024-03-31 18,193 $532,000 -31,352
   LINCOLN NATIONAL CORP 734 - 2024-03-31 17,514 $512,000 0
   ENVESTNET ASSET MANAGEMENT INC 3431 - 2024-03-31 16,287 $476,000 0
   IFP Advisors Inc 596 - 2023-12-31 15,583 $443,000 -28,340
   AE Wealth Management LLC 869 - 2024-03-31 13,791 $403,000 -1,466
   LPL FINANCIAL CORP 3892 - 2024-03-31 13,669 $400,000 -1,648
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2549 - 2024-03-31 12,261 $359,000 -1
   CENTAURUS FINANCIAL INC. 527 - 2024-03-31 9,335 $273,000 0
   JANE STREET GROUP LLC 4533 - 2024-03-31 8,569 $251,000 -44,602
   MULTIFINANCIAL SECURITIES CORP 2104 - 2024-03-31 8,030 $235,000 -22,241
   Maxwell Wealth Strategies Inc. 91 - 2023-12-31 7,466 $212,000 0
   WEALTHSOURCE PARTNERS LLC 471 - 2023-12-31 7,200 $205,000 7,200
   HARBOUR INVESTMENTS INC. 969 *New 2023-12-31 5,316 $151,000 5,316
   Allianz Investment Management U.S. LLC 34 - 2024-03-31 5,000 $146,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 310 - 2024-03-31 2,309 $68,000 0
   UBS Group AG 5412 - 2024-03-31 1,320 $39,000 1,208
   DHJJ Financial Advisors Ltd. 447 - 2024-03-31 330 $10,000 0
   PROEQUITIES INC. 5879 - 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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