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 Feb Etf (FEBT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    1
Total shares held : 
 937,367  
% of shares held : 
 10.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 142,443  
% of shares held change : 
   1.58%  
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 :
3
 197,757
 21.1%
 
Increased Positions :
1
 899
 0.1%
 
Unchanged Positions :
2
 10,938
 1.17%
 
Decreased Positions :
6
-27,756
-2.96%
 
Closed Positions :
2
-28,457
-3.04%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Kaye Capital Management 8 - 2024-03-31 422,538 $13,060,000 -18,108
   Advisor Group Holdings Inc. 847 - 2024-03-31 228,983 $7,078,000 168,260
   AE Wealth Management LLC 546 *New 2023-12-31 197,308 $5,819,000 197,308
   Allianz Investment Management U.S. LLC - 2023-12-31 169,765 $4,901,000 -5,000
   COMMONWEALTH EQUITY SERVICES LLC. 1310 *New 2024-03-31 129,569 $4,005,000 129,569
   Feltz Wealth PLAN Inc. 98 *New 2024-03-31 95,399 $2,949,000 95,399
   Atria Wealth Solutions Inc. - 2023-12-31 28,434 $822,000 -430
   LPL FINANCIAL CORP 3375 *New 2024-03-31 24,333 $752,000 24,333
   CITADEL ADVISORS LLC 3407 - 2023-12-31 20,954 $606,000 899
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3397 - 2024-03-31 16,629 $514,000 16,629
   Nvest Financial LLC 64 *New 2024-03-31 10,717 $331,000 10,717
   CWM LLC 1304 - 2024-03-31 9,963 $308,000 0
   Focus Financial Network Inc. 595 - 2024-03-31 6,828 $206,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2991 *New 2024-03-31 6,604 $204,000 6,604
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 208 - 2024-03-31 5,158 $159,000 -17
   HARBOUR INVESTMENTS INC. 1193 - 2023-12-31 2,975 $86,000 -320
   AdvisorNet Financial Inc 957 - 2024-03-31 978 $30,000 3
   UBS Group AG *New 2023-12-31 347 $10,000 347
   J P MORGAN CHASE & CO 5204 - 2024-03-31 100 $3,000 -2
   HANSON MCCLAIN, INC. 3099 *New 2024-03-31 19 $1,000 19
   PROEQUITIES INC. 6528 *New 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1167 *Closed 2023-12-31 0 $0 -17,707
  22 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