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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
 1,318,558  
% of shares held : 
 64.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 20,111  
% of shares held change : 
   0.99%  
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 :
2
 43,575
 3.3%
 
Increased Positions :
7
 274,622
 20.83%
 
Unchanged Positions :
6
 29,619
 2.25%
 
Decreased Positions :
14
-285,728
-21.67%
 
Closed Positions :
2
-12,358
-0.94%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Group Holdings Inc. 589 - 2024-03-31 419,926 $12,161,000 277,497
   COMMONWEALTH EQUITY SERVICES LLC. 941 - 2024-03-31 250,762 $7,262,000 156,452
   AE Wealth Management LLC 543 - 2023-12-31 208,260 $5,840,000 186,948
   Kestra Advisory Services LLC 470 - 2023-12-31 170,310 $4,745,000 -7,413
   Allianz Investment Management U.S. LLC 22 - 2023-12-31 152,041 $4,236,000 -27,500
   Outlook Wealth Advisors LLC 19 - 2024-03-31 133,915 $3,878,000 117,501
   Kaye Capital Management 17 - 2024-03-31 103,563 $2,999,000 -1,432
   Atria Wealth Solutions Inc. 548 - 2023-12-31 84,991 $2,368,000 -6,574
   Great Lakes Retirement Inc. 67 *New 2024-03-31 77,092 $2,232,000 77,092
   Feltz Wealth PLAN Inc. 107 *New 2024-03-31 75,736 $2,193,000 75,736
   Strategic Blueprint LLC 156 - 2024-03-31 63,828 $1,848,000 -9,179
   Donald L. Hagan LLC 30 *New 2024-03-31 51,573 $1,493,000 51,573
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2207 - 2024-03-31 46,073 $1,334,000 8,168
   MULTIFINANCIAL SECURITIES CORP 671 - 2023-12-31 46,285 $1,290,000 -3,400
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2122 *New 2024-03-31 30,697 $889,000 30,697
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1849 - 2024-03-31 28,428 $823,000 19,338
   Encompass More Asset Management 47 *New 2024-03-31 19,670 $570,000 19,670
   CITADEL ADVISORS LLC 3482 - 2023-12-31 20,189 $562,000 2,652
   Envestnet Portfolio Solutions Inc. 1078 - 2024-03-31 19,169 $555,000 3,790
   OLD MISSION CAPITAL LLC 590 - 2023-12-31 19,245 $536,000 -4,451
   H D Vest Advisory Services 997 - 2024-03-31 18,406 $533,000 1,270
   Csenge Advisory Group 423 *New 2024-03-31 17,740 $514,000 17,740
   Cetera Investment Advisers 1572 - 2023-12-31 15,184 $423,000 -2,518
   Belpointe Asset Management LLC 492 - 2024-03-31 13,863 $401,000 0
   Wealth Group Ltd. 92 - 2024-03-31 12,449 $360,000 0
   PFG Advisors 510 *New 2024-03-31 10,876 $315,000 10,876
   Focus Financial Network Inc. 489 - 2024-03-31 10,598 $302,000 0
   ENVESTNET ASSET MANAGEMENT INC 3610 - 2023-12-31 10,531 $293,000 -20
   Herold Advisors Inc. 223 *New 2024-03-31 9,767 $283,000 9,767
   LPL FINANCIAL CORP 4292 - 2024-03-31 8,000 $232,000 -230
   HARBOUR INVESTMENTS INC. 965 - 2023-12-31 5,478 $153,000 0
   UBS Group AG 4803 - 2023-12-31 4,686 $131,000 4,686
   IFP Advisors Inc 1157 - 2023-12-31 4,189 $117,000 0
   NBC SECURITIES INC. 939 - 2024-03-31 3,889 $112,000 -200
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 281 - 2024-03-31 2,894 $84,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 644 - 2024-03-31 2,400 $69,000 400
   TUCKER ASSET MANAGEMENT LLC 629 *New 2023-12-31 127 $4,000 127
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 608 - 2023-12-31 83 $2,000 83
   TWO SIGMA SECURITIES LLC 1566 *Closed 2023-12-31 0 $0 -7,738
   PROEQUITIES INC. 5899 - 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 6014 *Closed 2024-03-31 0 $0 -35,345
   ROYAL BANK OF CANADA 6824 *Closed 2023-12-31 0 $0 -4,620
  42 Records found
  1    
  Page 1 of 1
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