Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Zacks Small/mid Cap Etf (SMIZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    6
Total shares held : 
 356,112  
% of shares held : 
 3.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 356,112  
% of shares held change : 
   3.96%  
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
 356,112
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   Nelson Van Denburg & Campbell Wealth Management Gr 68 *New 2024-03-31 199,298 $6,306,000 199,298
   Wayfinding Financial LLC 8 *New 2024-03-31 144,336 $4,402,000 144,336
   Arete Wealth Advisors LLC 65 - 2024-03-31 124,258 $3,932,000 78,272
   Kowal Investment Group LLC 42 - 2024-03-31 51,275 $1,622,000 14,651
   Change Path LLC 408 *New 2024-03-31 27,388 $867,000 27,388
   ADVISORY SERVICES NETWORK, LLC 787 - 2024-03-31 24,366 $771,000 11,005
   LifePro Asset Management 64 - 2024-03-31 17,000 $538,000 27
   CITADEL ADVISORS LLC 3750 *New 2024-03-31 15,771 $499,000 15,771
   EQIS CAPITAL MANAGEMENT, INC. 466 *New 2024-03-31 14,358 $454,000 14,358
   CONTINENTAL INVESTORS SERVICES INC. 30 *New 2024-03-31 12,678 $398,000 12,678
   Ignite Planners LLC 240 *New 2024-03-31 7,990 $251,000 7,990
   Westside Investment Management Inc. 336 *New 2024-03-31 1,822 $57,000 1,822
   Cornerstone Planning Group LLC 311 *New 2024-03-31 549 $17,000 549
   UBS Group AG 6897 *New 2024-03-31 31 $1,000 31
   ZACKS INVESTMENT MANAGEMENT 672 *Closed 2024-03-31 0 $0 -236,134
   PROEQUITIES INC. 9418 *New 2024-03-31 0 $0 0
   Ethos Financial Group LLC 267 *Closed 2024-03-31 0 $0 -7,034
  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