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 - February (FFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    13
Total shares held : 
 4,118,063  
% of shares held : 
 58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -62  
Amount of shares held : 
 -2,065,399  
% of shares held change : 
   -29.09%  
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 :
6
 40,683
 0.99%
 
Increased Positions :
9
 445,750
 10.82%
 
Unchanged Positions :
27
 440,161
 10.69%
 
Decreased Positions :
58
-1,786,015
-43.37%
 
Closed Positions :
19
-765,817
-18.6%
 
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
   Wealthcare Advisory Partners LLC 63 *New 2024-03-31 193,778 $8,773,000 193,778
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 12 *New 2024-03-31 122,962 $5,567,000 122,962
   Semus Wealth Partners LLC 18 *New 2024-03-31 32,828 $1,486,000 32,828
   OPPENHEIMER & CO INC 724 *New 2024-03-31 23,363 $1,058,000 23,363
   Fundamentun LLC 107 *New 2024-03-31 21,393 $969,000 21,393
   OLD MISSION CAPITAL LLC 486 *New 2023-12-31 19,044 $813,000 19,044
   Accel Wealth Management 100 *New 2024-03-31 12,516 $567,000 12,516
   KINGSWOOD WEALTH ADVISORS LLC 448 *New 2024-03-31 7,246 $328,000 7,246
   LEGACY PRIVATE TRUST CO. 196 *New 2024-03-31 6,877 $311,000 6,877
   MML INVESTORS SERVICES LLC 2084 *New 2023-12-31 6,498 $277,000 6,498
   FINANCIAL ADVISORY CORP /UT/ /ADV 134 *New 2024-03-31 5,695 $258,000 5,695
   Beacon Financial Advisory LLC 204 *New 2024-03-31 5,490 $249,000 5,490
   IFRAH FINANCIAL SERVICES INC 197 *New 2024-03-31 4,884 $221,000 4,884
   Sage Capital Advisorsllc 131 *New 2024-03-31 4,760 $216,000 4,760
   WOLVERINE TRADING LLC 1029 *New 2023-12-31 4,931 $210,000 4,931
   Concurrent Investment Advisors LLC 797 *New 2024-03-31 4,458 $202,000 4,458
   PRINCIPAL SECURITIES INC. 1012 *New 2024-03-31 4,326 $196,000 4,326
   Element Wealth LLC 153 *New 2024-03-31 2,700 $122,000 2,700
  18 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