Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Allianzim Us Large Cap Buffer10 Jul Etf (AZAL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    3
Total shares held : 
 2,860,774  
% of shares held : 
 31.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 70,258  
% of shares held change : 
   0.78%  
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 :
8
 92,868
 3.25%
 
Increased Positions :
8
 396,471
 13.86%
 
Unchanged Positions :
8
 51,358
 1.8%
 
Decreased Positions :
11
-316,475
-11.06%
 
Closed Positions :
5
-102,606
-3.59%
 
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
   AE Wealth Management LLC 68 - 2023-12-31 1,627,956 $55,725,000 393,156
   Advisor Group Holdings Inc. 541 - 2023-12-31 501,746 $16,858,000 -188,273
   Wealthquest Corp 22 - 2023-12-31 171,680 $5,768,000 -118,379
   COMMONWEALTH EQUITY SERVICES LLC. 1191 - 2024-03-31 132,905 $4,766,000 -94,890
   Family Wealth Group LLC 21 - 2023-12-31 29,558 $993,000 0
   ENVESTNET ASSET MANAGEMENT INC 2999 - 2023-12-31 26,532 $891,000 -257
   FINANCIAL NETWORK 1493 - 2023-12-31 24,759 $832,000 -398
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3457 *New 2023-12-31 18,497 $621,000 18,497
   Truadvice LLC 106 - 2023-09-30 18,656 $589,000 0
   Atria Wealth Solutions Inc. 1129 - 2023-12-31 16,939 $569,000 -2,882
   MML INVESTORS SERVICES LLC 1700 - 2023-12-31 16,182 $544,000 -52
   MONEY CONCEPTS CAPITAL CORP 277 - 2024-03-31 15,052 $540,000 -305
   Kaye Capital Management 26 - 2024-03-31 14,720 $528,000 -1,893
   MULTIFINANCIAL SECURITIES CORP 1233 - 2023-12-31 12,302 $413,000 675
   Great Lakes Retirement Inc. 176 - 2023-12-31 11,460 $385,000 -2,657
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 527 - 2024-03-31 8,220 $295,000 314
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2721 - 2024-03-31 7,959 $285,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 159 - 2024-03-31 7,044 $253,000 -40
   Focus Financial Network Inc. 538 - 2024-03-31 7,227 $253,000 0
   Kestra Advisory Services LLC 1952 *New 2023-12-31 7,475 $251,000 7,475
   FOCUS FINANCIAL NETWORK INC /ADV 633 - 2023-12-31 7,227 $243,000 0
   TOWNSQUARE CAPITAL LLC 1007 *New 2023-12-31 6,763 $227,000 6,763
   Financial Network Wealth Advisors LLC 102 - 2023-12-31 6,763 $227,000 0
   H D Vest Advisory Services 1392 - 2023-12-31 6,763 $227,000 125
   CENTAURUS FINANCIAL INC. 578 - 2023-12-31 6,323 $212,000 -667
   Farther Finance Advisors LLC 691 - 2023-12-31 4,000 $134,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 200 - 2023-12-31 1,816 $61,000 -22
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 1,500 $54,000 0
   Allianz Investment Management U.S. LLC 35 - 2023-12-31 1,310 $44,000 0
   AdvisorNet Financial Inc 898 - 2024-03-31 1,000 $36,000 0
   HARBOUR INVESTMENTS INC. 1752 - 2023-12-31 743 $25,000 443
   J P MORGAN CHASE & CO 5023 *New 2023-12-31 392 $13,000 392
   UBS Group AG 6089 *New 2023-12-31 310 $10,000 310
   Pineridge Advisors LLC - 2023-12-31 263 $9,000 0
   HANSON MCCLAIN, INC. 2389 *New 2024-03-31 129 $5,000 129
   Sound Income Strategies LLC 1025 *New 2024-03-31 56 $2,000 56
   Richard W. Paul & Associates LLC - 2023-12-31 21 $1,000 4
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 5789 *Closed 2023-12-31 0 $0 -24,325
   TUCKER ASSET MANAGEMENT LLC 987 *New 2023-12-31 4 $0 4
   JANE STREET GROUP LLC 5615 *Closed 2023-12-31 0 $0 -12,364
   Cetera Investment Advisers 2286 *Closed 2023-12-31 0 $0 -10,684
   Csenge Advisory Group *Closed 2024-03-31 0 $0 -6,029
   B.O.S.S. Retirement Advisors LLC 176 *Closed 2024-03-31 0 $0 -22,894
   Lloyd Advisory Services LLC. 150 *Closed 2024-03-31 0 $0 -45,443
   Authentikos Wealth Advisory LLC 460 *Closed 2023-12-31 0 $0 -7,052
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 120 *Closed 2023-12-31 0 $0 -48,181
  47 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