Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Buffer Etf (FAUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    8
Total shares held : 
 5,812,024  
% of shares held : 
 64.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -36  
Amount of shares held : 
 -2,062,987  
% of shares held change : 
   -22.92%  
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 :
5
 57,083
 0.98%
 
Increased Positions :
24
 146,882
 2.53%
 
Unchanged Positions :
33
 370,235
 6.37%
 
Decreased Positions :
52
-1,487,730
-25.6%
 
Closed Positions :
13
-779,222
-13.41%
 
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
   Fragasso Group Inc. 78 - 2024-03-31 48,930 $2,098,000 0
   Apollon Wealth Management LLC - 2024-03-31 33,200 $1,424,000 0
   Sloy Dahl & Holst LLC 22 - 2024-03-31 31,125 $1,335,000 0
   FSB PREMIER WEALTH MANAGEMENT INC. 40 - 2023-12-31 25,918 $1,053,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1259 - 2024-03-31 21,767 $933,000 0
   Lion Street Advisors LLC 65 - 2024-03-31 19,769 $803,000 0
   1776 WEALTH LLC 44 - 2023-12-31 18,620 $757,000 0
   Aurora Private Wealth Inc. 47 - 2024-03-31 16,406 $702,000 0
   Onyx Bridge Wealth Group LLC - 2024-03-31 13,518 $576,000 0
   Tanglewood Legacy Advisors LLC 49 - 2024-03-31 13,412 $575,000 0
   CAPTRUST FINANCIAL ADVISORS 1807 - 2023-12-31 10,991 $447,000 0
   Kingsview Wealth Management LLC 666 - 2023-12-31 10,717 $435,000 0
   EPG Wealth Management LLC 172 - 2023-12-31 10,345 $430,000 0
   PROSPERA FINANCIAL SERVICES 715 - 2023-12-31 10,306 $419,000 0
   Octavia Wealth Advisors LLC 136 - 2024-03-31 9,637 $413,000 0
   BCGM Wealth Management LLC 88 - 2023-12-31 10,000 $406,000 0
   Mutual Advisors LLC - 2024-03-31 9,433 $404,000 0
   Schulz Wealth LTD. 41 - 2024-03-31 7,867 $337,000 0
   Cypress Wealth Services LLC 193 - 2024-03-31 7,211 $309,000 0
   HBW Advisory Services LLC 234 - 2024-03-31 7,444 $302,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 232 - 2022-12-31 8,361 $290,000 0
   Beacon Financial Advisory LLC 187 - 2024-03-31 6,475 $278,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 6,718 $273,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 6,254 $268,000 0
   Marshall Financial Group LLC 155 - 2024-03-31 6,030 $259,000 0
   Grant Street Asset Management Inc. - 2024-03-31 5,554 $238,000 0
   AIFG Consultants Ltd. 36 - 2023-12-31 5,570 $226,000 0
   SOA Wealth Advisors LLC. 224 - 2024-03-31 2,971 $127,000 0
   DHJJ Financial Advisors Ltd. 186 - 2024-03-31 2,703 $116,000 0
   Archer Investment Corp 271 - 2023-12-31 2,860 $116,000 0
   Larson Financial Group LLC - 2024-03-31 1,115 $48,000 0
  31 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