Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Laddered Fd Of Us Eqty Power Buffer Etfs (BUFF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    7
Total shares held : 
 14,057,800  
% of shares held : 
 15.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 9,629,131  
% of shares held change : 
   10.7%  
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 :
11
 1,285,168
 9.14%
 
Increased Positions :
36
 8,596,305
 61.15%
 
Unchanged Positions :
20
 461,488
 3.28%
 
Decreased Positions :
16
-197,874
-1.41%
 
Closed Positions :
4
-54,468
-0.39%
 
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
   FINANCIAL NETWORK 362 - 2024-03-31 256,557 $10,709,000 -19,597
   Southland Equity Partners LLC 9 - 2024-03-31 173,590 $7,246,000 -3,775
   TOWNSQUARE CAPITAL LLC 329 - 2024-03-31 81,825 $3,415,000 -11,786
   Financial Network Wealth Advisors LLC 2 - 2024-03-31 81,790 $3,414,000 -10,783
   Brookstone Capital Management 279 - 2024-03-31 79,632 $3,324,000 -57,493
   MILESTONE ASSET MANAGEMENT LLC 30 - 2024-03-31 79,599 $3,322,000 -488,847
   Andina Capital Management LLC 15 - 2024-03-31 58,977 $2,462,000 -80,550
   Kestra Advisory Services LLC 947 - 2024-03-31 41,254 $1,722,000 -2,220
   SageView Advisory Group LLC 149 - 2024-03-31 39,825 $1,447,000 -7,404,506
   Sound View Wealth Advisors Group LLC 133 - 2024-03-31 33,459 $1,397,000 -71,786
   ACAS LLC 24 - 2024-03-31 32,096 $1,340,000 -2,290
   THRIVENT FINANCIAL FOR LUTHERANS 1737 - 2024-03-31 27,980 $1,168,000 -76
   FOUNDERS FINANCIAL SECURITIES LLC 145 - 2024-03-31 27,965 $1,167,000 -1,500
   CITADEL ADVISORS LLC 3069 - 2024-03-31 23,939 $999,000 -20,623
   QUANTITATIVE ADVANTAGE LLC 87 - 2023-03-31 27,470 $987,000 -1,825
   Stegent Equity Advisors Inc. 41 - 2024-03-31 20,301 $847,000 -4,593
   CAPTRUST FINANCIAL ADVISORS 1367 - 2024-03-31 14,886 $621,000 -2,113
   Wealthcare Advisory Partners LLC 509 - 2024-03-31 13,515 $564,000 -769
   Truadvice LLC 117 - 2023-09-30 14,497 $555,000 -144
   AdvisorNet Financial Inc 382 - 2024-03-31 7,495 $313,000 -2,700
   IFP Advisors Inc 763 - 2023-12-31 7,288 $292,000 -26,809
   DHJJ Financial Advisors Ltd. 121 - 2024-03-31 6,362 $266,000 -1,220
   Capstone Triton Financial Group LLC 92 - 2024-03-31 5,364 $224,000 -848
   HARBOR INVESTMENT ADVISORY LLC 402 - 2024-03-31 3,135 $131,000 -318
   FMR LLC 4070 - 2024-03-31 254 $11,000 -660
  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