Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Msci Eafe Power Buffer Etf April (IAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    6
Total shares held : 
 7,763,387  
% of shares held : 
 86.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 1,401,266  
% of shares held change : 
   15.57%  
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 :
12
 2,324,249
 29.94%
 
Increased Positions :
11
 204,714
 2.64%
 
Unchanged Positions :
27
 310,653
 4%
 
Decreased Positions :
32
-517,631
-6.67%
 
Closed Positions :
6
-610,066
-7.86%
 
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
   Berger Financial Group Inc 156 - 2024-03-31 34,728 $943,000 0
   Fragasso Group Inc. 141 - 2024-03-31 24,658 $670,000 0
   PRINCIPAL SECURITIES INC. 575 - 2024-03-31 23,212 $630,000 0
   Kestra Advisory Services LLC 1478 - 2023-12-31 20,788 $535,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 428 - 2024-03-31 16,925 $460,000 0
   Wealth Alliance 289 - 2024-03-31 16,800 $456,000 0
   McAdam LLC 199 - 2024-03-31 13,768 $374,000 0
   Straight Path Wealth Management 53 - 2024-03-31 12,742 $346,000 0
   TOWNSQUARE CAPITAL LLC 910 - 2023-12-31 11,891 $306,000 0
   Beacon Pointe Advisors LLC 1053 - 2023-12-31 11,833 $304,000 0
   Worth Financial Advisory Group LLC 112 - 2024-03-31 10,500 $286,000 0
   Compass Advisory Group LLC 68 - 2024-03-31 9,919 $269,000 0
   Resources Investment Advisors Inc. 956 - 2024-03-31 9,800 $266,000 0
   HANSON MCCLAIN, INC. 696 - 2024-03-31 9,775 $265,000 0
   Snowden Capital Advisors LLC 967 - 2023-12-31 9,865 $254,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 773 - 2023-12-31 9,819 $253,000 0
   CAPTRUST FINANCIAL ADVISORS 2282 - 2023-12-31 8,975 $231,000 0
   DHJJ Financial Advisors Ltd. 154 - 2024-03-31 6,299 $171,000 0
   Steward Partners Investment Advisory LLC 1860 - 2023-12-31 2,500 $64,000 0
   HARBOUR INVESTMENTS INC. 1393 - 2023-12-31 2,250 $58,000 0
   Sunbelt Securities Inc. 888 - 2024-03-31 1,610 $44,000 0
   BANK OF MONTREAL /CAN/ 3051 - 2023-12-31 1,500 $39,000 0
   Capital Investment Advisory Services LLC 805 - 2024-03-31 409 $11,000 0
   PROEQUITIES INC. 1890 - 2024-03-31 188 $5,000 0
  24 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