Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Franklin Liberty Us Low Volatility Etf (FLLV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    3
Total shares held : 
 1,515,042  
% of shares held : 
 48.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -752,696  
% of shares held change : 
   -24.28%  
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
 90,290
 5.96%
 
Increased Positions :
16
 101,520
 6.7%
 
Unchanged Positions :
9
 359,734
 23.74%
 
Decreased Positions :
10
-931,787
-61.5%
 
Closed Positions :
2
-12,719
-0.84%
 
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
   LPL FINANCIAL CORP 915 - 2024-03-31 393,893 $21,530,000 19,410
   DUBUQUE BANK & TRUST CO 15 - 2023-09-30 255,091 $12,102,000 4,575
   ENVESTNET ASSET MANAGEMENT INC 1853 - 2023-12-31 103,113 $5,328,000 26,636
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1152 - 2024-03-31 88,056 $4,813,000 5,723
   Advisor Group Holdings Inc. 1058 - 2024-03-31 87,632 $4,790,000 1,820
   ROYAL BANK OF CANADA 2561 - 2023-12-31 38,726 $2,000,000 20,672
   DAVIDSON D A & CO 567 - 2023-12-31 30,475 $1,575,000 640
   Cetera Investment Advisers 1006 - 2023-12-31 23,045 $1,191,000 6,144
   RAYMOND JAMES & ASSOCIATES 2514 - 2024-03-31 20,054 $1,096,000 8,889
   Cornerstone Wealth Management LLC 239 - 2024-03-31 14,504 $793,000 160
   OxenFree Capital LLC 27 - 2024-03-31 13,439 $735,000 770
   Private Advisor Group LLC 1338 - 2024-03-31 12,597 $689,000 233
   HARBOUR INVESTMENTS INC. 1034 - 2023-12-31 2,505 $129,000 205
   SRS Capital Advisors Inc. 390 - 2023-12-31 1,811 $94,000 14
   PRIVATE TRUST CO NA 1165 - 2024-03-31 772 $42,000 403
   UBS Group AG 6101 - 2023-12-31 168 $9,000 52
  16 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