Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Gold Strategy Target Income Etf (IGLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    5
Total shares held : 
 2,903,094  
% of shares held : 
 4.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 281,137  
% of shares held change : 
   0.47%  
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 :
8
 172,228
 5.93%
 
Increased Positions :
15
 257,988
 8.89%
 
Unchanged Positions :
6
 21,833
 0.75%
 
Decreased Positions :
13
-101,238
-3.49%
 
Closed Positions :
3
-47,841
-1.65%
 
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
   Kestra Advisory Services LLC 189 - 2023-12-31 755,852 $14,527,000 65,195
   COMMONWEALTH EQUITY SERVICES LLC. 687 - 2023-12-31 571,581 $10,986,000 79,962
   XML Financial LLC 71 - 2023-12-31 195,837 $3,764,000 1,405
   Insight Advisors LLC/ PA - 2023-12-31 180,678 $3,473,000 19,881
   Advisor Group Holdings Inc. 1610 - 2023-12-31 143,128 $2,751,000 -49,009
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 19 - 2023-12-31 115,472 $2,219,000 -4,781
   3EDGE Asset Management LP 24 - 2023-12-31 88,810 $1,707,000 8,656
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1414 - 2024-03-31 79,538 $1,566,000 13,192
   MTM Investment Management LLC 53 - 2024-03-31 66,680 $1,313,000 -1,400
   Marion Wealth Management 63 - 2024-03-31 60,959 $1,200,000 1,216
   Foundations Investment Advisors LLC 282 - 2023-12-31 61,683 $1,163,000 35,873
   HIGHTOWER ADVISORS, LLC 1738 - 2023-12-31 59,075 $1,132,000 -2,552
   BOS Asset Management LLC 38 - 2023-12-31 49,409 $950,000 -17,481
   NORTHCAPE WEALTH MANAGEMENT LLC 70 - 2023-12-31 48,935 $941,000 4,098
   MULTIFINANCIAL SECURITIES CORP 897 - 2023-12-31 39,502 $759,000 -2,140
   Cetera Investment Advisers 1269 *New 2023-12-31 38,703 $744,000 38,703
   ENVESTNET ASSET MANAGEMENT INC 3105 *New 2023-12-31 38,261 $735,000 38,261
   Kingsview Wealth Management LLC 574 - 2023-12-31 34,816 $669,000 -11,318
   H D Vest Advisory Services 870 - 2023-12-31 33,905 $652,000 13,382
   JANNEY MONTGOMERY SCOTT LLC 1709 - 2023-12-31 33,344 $641,000 -5,897
   Hamilton Wealth LLC 56 - 2023-12-31 26,323 $506,000 710
   COLUMBIA ADVISORY PARTNERS LLC 27 - 2024-03-31 24,437 $481,000 12,215
   Sloy Dahl & Holst LLC 52 - 2024-03-31 23,485 $462,000 300
   Cherry Creek Investment Advisors Inc. 63 - 2024-03-31 22,292 $439,000 -10,220
   DAVIDSON D A & CO 1048 - 2023-12-31 19,356 $372,000 -786
   AE Wealth Management LLC 1672 *New 2023-12-31 16,510 $310,000 16,510
   QP WEALTH MANAGEMENT LLC 54 - 2023-09-30 15,565 $282,000 -1,020
   Mutual Advisors LLC 827 - 2023-12-31 14,629 $281,000 -2,000
   Cambridge Advisors Inc. 149 - 2024-03-31 13,726 $270,000 159
   MML INVESTORS SERVICES LLC 2238 - 2023-12-31 11,672 $224,000 1,618
   JAFFETILCHIN INVESTMENT PARTNERS LLC 330 - 2023-12-31 10,617 $204,000 -3,680
   Resources Investment Advisors Inc. 1059 - 2023-12-31 10,000 $192,000 0
   IFP Advisors Inc 1097 - 2023-12-31 7,348 $141,000 -175
   Archer Investment Corp 274 - 2023-12-31 5,877 $113,000 0
   ADVISORY SERVICES NETWORK, LLC 1614 *New 2023-12-31 5,339 $103,000 5,339
   HARBOUR INVESTMENTS INC. 1169 - 2023-12-31 4,712 $91,000 4,712
   Fortitude Family Office LLC 111 - 2024-03-31 4,053 $80,000 584
   Geneos Wealth Management Inc. - 2023-12-31 2,337 $45,000 0
   Capital Investment Advisory Services LLC 895 - 2024-03-31 150 $3,000 0
   COMERICA BANK 3475 *New 2023-12-31 104 $2,000 104
   J P MORGAN CHASE & CO 5850 - 2023-12-31 4 $0 -169
   MORGAN STANLEY 7367 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 7256 - 2023-12-31 0 $0 0
   LPL FINANCIAL CORP 4796 *Closed 2023-12-31 0 $0 -10,684
   FMR LLC 5468 *Closed 2023-12-31 0 $0 -1
  45 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