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Get Institutions for : 
Allianzim Us Large Cap Buffer10 Apr Etf (AZAA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    0
Total shares held : 
 512,590  
% of shares held : 
 5.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -232,019  
% of shares held change : 
   -2.58%  
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 :
2
 20,753
 4.05%
 
Increased Positions :
1
 38
 0.01%
 
Unchanged Positions :
8
 82,215
 16.04%
 
Decreased Positions :
11
-238,514
-46.53%
 
Closed Positions :
2
-14,296
-2.79%
 
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
   Advisor Group Holdings Inc. 1332 - 2024-03-31 94,710 $3,301,000 -58,137
   COMMONWEALTH EQUITY SERVICES LLC. 1653 - 2024-03-31 67,773 $2,362,000 -300
   Allianz Investment Management U.S. LLC 25 - 2023-12-31 61,456 $2,055,000 -5,000
   CENTAURUS FINANCIAL INC. 165 - 2023-12-31 47,967 $1,606,000 -836
   H D Vest Advisory Services 754 - 2024-03-31 28,090 $979,000 -1,154
   FIRST HEARTLAND CONSULTANTS INC 174 - 2024-03-31 26,710 $931,000 -867
   CWM LLC 894 - 2024-03-31 25,990 $906,000 -4,100
   Bleakley Financial Group LLC 484 - 2024-03-31 22,866 $797,000 0
   Simplicity WealthLLC 584 *New 2024-03-31 22,866 $797,000 22,866
   Sawtooth Asset Management Inc. 525 - 2023-12-31 22,866 $766,000 0
   Main Street Financial Solutions LLC 272 - 2024-03-31 17,300 $603,000 0
   Truadvice LLC 104 - 2023-09-30 19,054 $601,000 0
   FINANCIAL NETWORK 1884 - 2023-12-31 14,723 $493,000 0
   OLD MISSION CAPITAL LLC 657 - 2023-12-31 12,570 $421,000 -5,555
   LPL FINANCIAL CORP 4016 *New 2024-03-31 9,655 $337,000 9,655
   Accurate Wealth Management LLC 214 - 2024-03-31 8,883 $299,000 1,194
   NATIONAL ASSET MANAGEMENT, INC. 1076 - 2023-12-31 8,500 $285,000 0
   Sentinus LLC 152 - 2023-06-30 8,938 $281,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 548 - 2024-03-31 7,719 $269,000 318
   Kestra Advisory Services LLC 1984 - 2023-12-31 7,071 $237,000 -430
   Focus Financial Network Inc. 593 - 2024-03-31 6,119 $207,000 0
   BANK OF AMERICA CORP /DE/ 5040 *New 2023-12-31 5,455 $183,000 5,455
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 197 - 2024-03-31 5,044 $176,000 -10
   Farther Finance Advisors LLC 717 - 2023-12-31 3,750 $126,000 0
   UBS Group AG 5833 - 2023-12-31 550 $18,000 -1,199
   HARBOUR INVESTMENTS INC. 1947 - 2023-12-31 510 $17,000 0
   AdvisorNet Financial Inc 1368 - 2024-03-31 200 $7,000 0
   PROEQUITIES INC. 2423 - 2024-03-31 0 $0 0
   Atria Wealth Solutions Inc. 1948 *Closed 2023-12-31 0 $0 -7,049
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6248 *Closed 2024-03-31 0 $0 -15,298
   CITADEL ADVISORS LLC 6330 *Closed 2023-12-31 0 $0 -7,247
  31 Records found
  1    
  Page 1 of 1
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