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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Jan Etf (AZBJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    7
Total shares held : 
9,863,431  
% of shares held : 
10.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
7,365,023  
% of shares held change : 
  8.18%  
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 :
10
 984,219
 9.98%
 
Increased Positions :
19
 6,507,445
 65.98%
 
Unchanged Positions :
7
 138,266
 1.4%
 
Decreased Positions :
11
-100,157
-1.02%
 
Closed Positions :
3
-26,484
-0.27%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Sigma Planning Corp 72 *New 2024-03-31 255,130 $8,020,000 255,130
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1048 *New 2024-03-31 185,230 $5,823,000 185,230
   RFG Advisory Group LLC 193 *New 2024-03-31 76,664 $2,410,000 76,664
   Kingsview Wealth Management LLC 555 *New 2024-03-31 25,162 $791,000 25,162
   GeoWealth Management LLC 385 *New 2024-03-31 20,097 $632,000 20,097
   SECURED RETIREMENT ADVISORS LLC 77 *New 2024-03-31 13,409 $422,000 13,409
   Castle Rock Wealth Management LLC 176 *New 2024-03-31 10,805 $337,000 10,805
   Moors & Cabot Inc. 680 *New 2024-03-31 9,300 $292,000 9,300
   Sound Income Strategies LLC 1050 *New 2024-03-31 59 $2,000 59

  9 Records found
  1    
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