Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Goldman Sachs S&p 500 Core Premium Income Etf (GPIX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    14
Total shares held : 
 2,032,568  
% of shares held : 
 22.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 1,017,787  
% of shares held change : 
   11.31%  
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 :
16
 746,757
 36.74%
 
Increased Positions :
20
 336,646
 16.56%
 
Unchanged Positions :
4
 54,500
 2.68%
 
Decreased Positions :
3
-25,634
-1.26%
 
Closed Positions :
2
-39,982
-1.97%
 
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
   LPL FINANCIAL CORP 996 *New 2024-06-30 392,582 $18,636,000 392,582
   Goss Wealth Management LLC 403 *New 2024-06-30 119,479 $5,672,000 119,479
   JMAC ENTERPRISES LLC 40 *New 2024-06-30 88,596 $4,206,000 88,596
   DAVID R. RAHN & ASSOCIATES INC. 30 *New 2024-06-30 47,466 $2,253,000 47,466
   Lionsbridge Wealth Management LLC 45 *New 2024-06-30 17,841 $847,000 17,841
   Equitable Holdings Inc. 699 *New 2024-06-30 16,748 $795,000 16,748
   Wealthcare Advisory Partners LLC 453 *New 2024-06-30 15,538 $738,000 15,538
   MARINER WEALTH ADVISORS, LLC 1762 *New 2024-06-30 14,838 $704,000 14,838
   Private Advisor Group LLC 1532 *New 2024-06-30 10,930 $519,000 10,930
   FINANCIAL MANAGEMENT NETWORK INC 130 *New 2024-06-30 5,505 $264,000 5,505
   Betterment LLC 364 *New 2024-06-30 5,217 $248,000 5,217
   M HOLDINGS SECURITIES, INC. 254 *New 2024-06-30 5,195 $247,000 5,195
   MOSELEY INVESTMENT MANAGEMENT INC 134 *New 2024-06-30 4,597 $218,000 4,597
   PRIVATE TRUST CO NA 878 *New 2024-06-30 2,134 $101,000 2,134
   SIMPLEX TRADING LLC 2004 *New 2024-06-30 90 $4,000 90
   WELLS FARGO & CO/MN 6264 *New 2024-06-30 1 $0 1
  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