Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Kensho Future Security Etf (XKFS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    3
Total shares held : 
 190,420  
% of shares held : 
 7.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 31,434  
% of shares held change : 
   1.26%  
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 :
3
 17,042
 8.95%
 
Increased Positions :
8
 27,891
 14.65%
 
Unchanged Positions :
6
 761
 0.4%
 
Decreased Positions :
3
-206
-0.11%
 
Closed Positions :
6
-13,293
-6.98%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1812 - 2024-03-31 82,995 $4,757,000 10,235
   ROYAL BANK OF CANADA 2698 - 2024-03-31 26,332 $1,509,000 26,332
   ENVESTNET ASSET MANAGEMENT INC 2822 - 2024-03-31 22,900 $1,313,000 6,559
   MULTIFINANCIAL SECURITIES CORP 1035 - 2024-03-31 22,164 $1,270,000 -25
   CoreCap Advisors LLC 314 *New 2023-12-31 11,244 $620,000 11,244
   WealthBridge Capital Management LLC 89 - 2024-03-31 9,756 $559,000 -100
   HIGHTOWER ADVISORS, LLC 2205 - 2024-03-31 9,238 $529,000 737
   UBS Group AG 4103 - 2024-03-31 8,534 $489,000 -4,928
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2586 - 2024-03-31 7,664 $439,000 332
   Fort Point Capital Partners LLC 201 - 2024-03-31 7,660 $439,000 0
   EQIS CAPITAL MANAGEMENT, INC. 570 - 2024-03-31 5,762 $330,000 194
   CITADEL ADVISORS LLC 4161 - 2024-03-31 5,451 $312,000 5,451
   COMMONWEALTH EQUITY SERVICES LLC. 3565 *New 2024-03-31 3,551 $204,000 3,551
   Advisor Group Holdings Inc. 4427 - 2024-03-31 1,272 $73,000 -8,009
   ICA Group Wealth Management LLC 645 - 2024-03-31 580 $33,000 350
   Prestige Wealth Management Group LLC 326 - 2024-03-31 420 $24,000 0
   MORGAN STANLEY 6379 - 2024-03-31 234 $13,000 -11
   FRANKLIN RESOURCES INC 2700 - 2024-03-31 140 $8,000 0
   BANK OF AMERICA CORP /DE/ 5870 - 2024-03-31 105 $6,000 105
   TOTH FINANCIAL ADVISORY CORP 505 - 2024-03-31 100 $6,000 0
   3D/L Capital Management LLC 8 *Closed 2023-12-31 0 $0 -6,083
   WELLS FARGO & CO/MN 6238 - 2024-03-31 1 $0 0
   WEBSTER BANK 618 *Closed 2024-03-31 0 $0 -100
   PROEQUITIES INC. 8110 - 2024-03-31 0 $0 0
   WEALTH MANAGEMENT RESOURCES INC. 41 *Closed 2024-03-31 0 $0 -4,990
  25 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