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Get Institutions for : 
Innovator Us Equity Accelerated Etf - October (XDOC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    2
Total shares held : 
104,399  
% of shares held : 
1.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-127  
% of shares held change : 
  -0%  
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 :
0
 0
 0%
 
Increased Positions :
4
 40,020
 38.33%
 
Unchanged Positions :
2
 2,949
 2.82%
 
Decreased Positions :
3
-4,021
-3.85%
 
Closed Positions :
2
-36,126
-34.6%
 
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
   UNIQUE WEALTH LLC 20 - 2024-03-31 124,598 $3,551,000 78,820
   Advisor Group Holdings Inc. 3303 - 2024-03-31 10,728 $306,000 -1,592
   GOLDMAN SACHS GROUP INC/ 4132 *New 2024-03-31 9,947 $284,000 9,947
   BROWN WEALTH MANAGEMENT LLC 81 *New 2024-03-31 8,370 $239,000 8,370
   TOWNSQUARE CAPITAL LLC 1074 *New 2024-03-31 8,370 $239,000 8,370
   DHJJ Financial Advisors Ltd. 195 - 2024-03-31 3,705 $106,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 282 - 2024-03-31 2,949 $84,000 0
   UBS Group AG 5373 - 2024-03-31 1,498 $43,000 154
   Sunbelt Securities Inc. 1276 - 2024-03-31 245 $7,000 -4,800
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5498 *Closed 2024-03-31 0 $0 -21,411
   PROEQUITIES INC. 9070 - 2024-03-31 0 $0 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3376 *Closed 2024-03-31 0 $0 -11,847

  12 Records found
  1    
  Page 1 of 1
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