|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Invesco Bulletshares 2023 High Yld Corp Bd ETF (BSJN) |
|
|
$23.49 0.00 (0.00%) as of 4:30 Fri 12/15
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
4  130 |
|
|
Total
shares held :
|
20,868 |
|
|
% of shares
held :
|
0.01% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-132 |
|
|
Amount
of shares held :
|
-12,479,563 |
|
|
% of shares
held change :
|
-7.43% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.50 |
|
|
Last
Quarter's Ending
Price :
|
$23.49 |
|
|
Last
Quarter's Average
Price :
|
$23.51 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.03 (0.11%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Harrison & Co Wealth Management LLC |
8 |
- |
2022-12-31 |
98,925 |
$2,306,000 |
-674 |
|
| Intrua Financial LLC |
107 |
- |
2023-03-31 |
41,765 |
$984,000 |
6,727 |
|
| American Capital Advisory LLC |
79 |
*New |
2024-03-31 |
9,694 |
$228,000 |
9,694 |
|
| WFA of San Diego LLC |
102 |
- |
2023-09-30 |
4,925 |
$116,000 |
0 |
|
| IFP Advisors Inc |
1595 |
- |
2023-12-31 |
1,750 |
$41,000 |
-1,347 |
|
| Sutton Wealth Advisors Inc. |
251 |
- |
2023-09-30 |
1,729 |
$41,000 |
0 |
|
| Foundations Investment Advisors LLC |
656 |
*Closed |
2023-12-31 |
0 |
$0 |
-32,092 |
|
| UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1076 |
*Closed |
2023-12-31 |
0 |
$0 |
-732,257 |
|
| Nalls Sherbakoff Group LLC |
438 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,121 |
|
| Flaharty Asset Management LLC |
215 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,725 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,918 |
|
| Rockbridge Investment Management LCC |
800 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,500 |
|
| Financial Gravity Wealth Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
| OLD MISSION CAPITAL LLC |
958 |
*Closed |
2023-12-31 |
0 |
$0 |
-114,477 |
|
| BANK OF AMERICA CORP /DE/ |
6340 |
*Closed |
2023-12-31 |
0 |
$0 |
-305,940 |
|
| AMERIPRISE FINANCIAL INC |
3834 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,691 |
|
| MORGAN STANLEY |
7245 |
*Closed |
2023-12-31 |
0 |
$0 |
-253,691 |
|
| BANTA ASSET MANAGEMENT LP |
18 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,300 |
|
| FinDec Wealth Services Inc. |
47 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,001 |
|
| We Are One Seven LLC |
910 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,546 |
|
| COMERICA BANK |
3712 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,860 |
|
| Equitable Holdings Inc. |
1144 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,617 |
|
| Farther Finance Advisors LLC |
3299 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,354 |
|
| Tyler-Stone Wealth Management |
863 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,422 |
|
| SHUFRO ROSE & CO LLC |
325 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,000 |
|
| CITADEL ADVISORS LLC |
6154 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,227 |
|
| ROYAL BANK OF CANADA |
6783 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,594 |
|
| MARINER WEALTH ADVISORS, LLC |
3149 |
*Closed |
2023-12-31 |
0 |
$0 |
-113,187 |
|
| Atria Wealth Solutions Inc. |
1989 |
*Closed |
2023-12-31 |
0 |
$0 |
-164,560 |
|
| Cape Investment Advisory Inc. |
1110 |
*Closed |
2023-12-31 |
0 |
$0 |
-906 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4139 |
*Closed |
2023-12-31 |
0 |
$0 |
-934,290 |
|
| CoreCap Advisors LLC |
622 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,553 |
|
| PROSPERA FINANCIAL SERVICES |
1109 |
*Closed |
2023-12-31 |
0 |
$0 |
-133,059 |
|
| INVESCO LTD |
3776 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,791 |
|
| UBS Group AG |
8394 |
*Closed |
2023-12-31 |
0 |
$0 |
-81,688 |
|
| WEALTHSOURCE PARTNERS LLC |
523 |
*Closed |
2023-12-31 |
0 |
$0 |
-133,239 |
|
| Integrated Wealth Concepts LLC |
1633 |
*Closed |
2023-12-31 |
0 |
$0 |
-189,713 |
|
| MULTIFINANCIAL SECURITIES CORP |
1790 |
*Closed |
2023-12-31 |
0 |
$0 |
-469,108 |
|
| BB&T CORP |
2656 |
*Closed |
2023-12-31 |
0 |
$0 |
-178,663 |
|
| Goss Wealth Management LLC |
3842 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,666 |
|
| Private Advisory Group LLC |
225 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,087 |
|
| Steward Partners Investment Advisory LLC |
3597 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,383 |
|
| FINANCIAL NETWORK |
2863 |
*Closed |
2023-12-31 |
0 |
$0 |
-39,105 |
|
| STEPHENS INC /AR/ |
1231 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,829 |
|
| Kestra Advisory Services LLC |
2335 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,807 |
|
| STIFEL FINANCIAL CORP |
3426 |
*Closed |
2023-12-31 |
0 |
$0 |
-69,896 |
|
|
46 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
