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My Recent Searches
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Pacer Benchmark Industrial Real Estate Sctr Etf (INDS) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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69 8 |
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Total
shares held :
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3,024,453 |
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% of shares
held :
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8.9% |
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Changes In:
|
|
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New/increased
positions vs
old/decreased
positions :
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-11 |
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Amount
of shares held :
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-19,450 |
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% of shares
held change :
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-0.06% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COMMONWEALTH EQUITY SERVICES LLC. |
657 |
- |
2024-03-31 |
341,004 |
$13,555,000 |
55,653 |
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ALASKA PERMANENT CAPITAL MANAGEMENT |
21 |
- |
2024-03-31 |
309,991 |
$12,286,000 |
-27,080 |
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BANK OF AMERICA CORP /DE/ |
2278 |
- |
2023-12-31 |
265,542 |
$11,110,000 |
-17,126 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
409 |
- |
2023-12-31 |
228,257 |
$9,550,000 |
36,354 |
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APCM Wealth Management for Individuals |
21 |
- |
2024-03-31 |
178,180 |
$7,083,000 |
13,494 |
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LPL FINANCIAL CORP |
1492 |
- |
2023-12-31 |
160,259 |
$6,705,000 |
-17,297 |
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MORGAN STANLEY |
3650 |
- |
2023-12-31 |
154,595 |
$6,468,000 |
-2,560 |
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Advisor Group Holdings Inc. |
1063 |
- |
2023-12-31 |
145,333 |
$6,081,000 |
-61,898 |
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UBS Group AG |
1836 |
- |
2023-12-31 |
143,750 |
$6,015,000 |
104,593 |
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Advisory Resource Group |
10 |
*New |
2023-12-31 |
137,325 |
$5,746,000 |
137,325 |
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
817 |
- |
2024-03-31 |
110,772 |
$4,403,000 |
52,038 |
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FINANCIAL NETWORK |
682 |
- |
2023-12-31 |
94,515 |
$3,955,000 |
23,299 |
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ROYAL BANK OF CANADA |
2162 |
- |
2023-12-31 |
81,303 |
$3,402,000 |
-944 |
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1358 |
- |
2024-03-31 |
83,461 |
$3,318,000 |
298 |
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H D Vest Advisory Services |
424 |
- |
2023-12-31 |
64,299 |
$2,690,000 |
53,404 |
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CASTLE WEALTH MANAGEMENT LLC |
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- |
2024-03-31 |
61,432 |
$2,442,000 |
17,799 |
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Private Advisor Group LLC |
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- |
2024-03-31 |
51,515 |
$2,048,000 |
-2,714 |
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AlphaQ Advisors LLC |
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- |
2024-03-31 |
37,527 |
$1,492,000 |
27,270 |
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PARTNERS CAPITAL INVESTMENT GROUP LLP |
123 |
- |
2023-12-31 |
34,274 |
$1,434,000 |
0 |
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HBW Advisory Services LLC |
105 |
- |
2024-03-31 |
30,807 |
$1,289,000 |
0 |
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Cedar Brook Financial Partners LLC |
102 |
- |
2024-03-31 |
29,742 |
$1,182,000 |
-8,221 |
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SCOTIA CAPITAL INC. |
432 |
- |
2023-12-31 |
28,182 |
$1,179,000 |
372 |
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Anfield Capital Management LLC |
42 |
- |
2023-12-31 |
25,752 |
$1,077,000 |
-20,066 |
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Kestra Advisory Services LLC |
1088 |
- |
2023-12-31 |
25,196 |
$1,054,000 |
141 |
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Cornerstone Management Inc. |
28 |
- |
2023-12-31 |
22,686 |
$949,000 |
0 |
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Cetera Investment Advisers |
1144 |
- |
2023-12-31 |
22,041 |
$922,000 |
804 |
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Stratos Wealth Advisors LLC |
350 |
- |
2024-03-31 |
22,577 |
$897,000 |
-548 |
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JANE STREET GROUP LLC |
3340 |
- |
2023-12-31 |
20,707 |
$866,000 |
-90,862 |
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MML INVESTORS SERVICES LLC |
1456 |
- |
2023-12-31 |
20,322 |
$850,000 |
-26,504 |
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CREATIVE FINANCIAL DESIGNS INC /ADV |
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- |
2024-03-31 |
20,988 |
$834,000 |
1,260 |
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ENVESTNET ASSET MANAGEMENT INC |
3120 |
- |
2023-12-31 |
17,248 |
$722,000 |
-52,349 |
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LINCOLN NATIONAL CORP |
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- |
2024-03-31 |
17,187 |
$683,000 |
8,086 |
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RAYMOND JAMES & ASSOCIATES |
2973 |
- |
2024-03-31 |
13,765 |
$547,000 |
1 |
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ADVISORY SERVICES NETWORK, LLC |
894 |
- |
2023-12-31 |
12,036 |
$504,000 |
1,116 |
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BANK OF MONTREAL /CAN/ |
2065 |
*New |
2023-12-31 |
11,486 |
$471,000 |
11,486 |
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JBR Co Financial Management Inc |
57 |
- |
2023-12-31 |
10,164 |
$425,000 |
0 |
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Paragon Private Wealth Management LLC |
94 |
- |
2023-12-31 |
10,044 |
$420,000 |
-784 |
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Visionary Wealth Advisors |
346 |
- |
2023-12-31 |
9,730 |
$407,000 |
326 |
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Certified Advisory Corp |
186 |
*New |
2023-12-31 |
9,500 |
$397,000 |
9,500 |
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DHK Financial Advisors Inc. |
59 |
- |
2023-12-31 |
9,025 |
$378,000 |
0 |
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IHT Wealth Management LLC |
746 |
- |
2023-12-31 |
7,601 |
$318,000 |
0 |
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MULTIFINANCIAL SECURITIES CORP |
1390 |
- |
2023-12-31 |
7,489 |
$313,000 |
-531 |
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Main Line Retirement Advisors LLC |
29 |
- |
2024-03-31 |
7,172 |
$285,000 |
62 |
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CREATIVE PLANNING |
2115 |
- |
2023-12-31 |
6,823 |
$285,000 |
0 |
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TWO SIGMA INVESTMENTS LLC |
2592 |
*New |
2023-12-31 |
6,500 |
$272,000 |
6,500 |
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BARD ASSOCIATES INC |
144 |
- |
2023-12-31 |
6,418 |
$269,000 |
650 |
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Snowden Capital Advisors LLC |
938 |
- |
2023-12-31 |
6,325 |
$265,000 |
-350 |
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STEPHENS INC /AR/ |
1001 |
- |
2023-12-31 |
5,970 |
$250,000 |
0 |
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Clay Northam Wealth Management LLC |
71 |
- |
2024-03-31 |
6,145 |
$244,000 |
0 |
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MARINER WEALTH ADVISORS, LLC |
2536 |
*New |
2023-12-31 |
5,684 |
$238,000 |
5,684 |
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FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1582 |
- |
2023-09-30 |
6,620 |
$232,000 |
580 |
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Burns Matteson Capital Management LLC |
127 |
*New |
2023-12-31 |
4,923 |
$206,000 |
4,923 |
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SHEETS SMITH & ASSOCIATES INC |
355 |
*New |
2023-09-30 |
2,550 |
$90,000 |
2,550 |
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Retirement Group LLC |
|
- |
2024-03-31 |
2,070 |
$82,000 |
0 |
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COMERICA BANK |
2581 |
- |
2023-12-31 |
1,799 |
$75,000 |
0 |
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NATIONAL BANK OF CANADA /FI/ |
1667 |
- |
2023-12-31 |
950 |
$40,000 |
0 |
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Sunbelt Securities Inc. |
914 |
- |
2024-03-31 |
1,000 |
$40,000 |
0 |
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PNC FINANCIAL SERVICES GROUP INC |
3395 |
*New |
2023-12-31 |
471 |
$20,000 |
471 |
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FMR LLC |
3815 |
- |
2023-12-31 |
446 |
$19,000 |
422 |
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JJJ Advisors Inc. |
626 |
- |
2024-03-31 |
355 |
$14,000 |
0 |
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Coastal Investment Advisors Inc. |
681 |
- |
2024-03-31 |
300 |
$12,000 |
300 |
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Private Ocean LLC |
348 |
*New |
2024-03-31 |
296 |
$12,000 |
296 |
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Newbridge Financial Services Group Inc. |
767 |
- |
2024-03-31 |
250 |
$10,000 |
0 |
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HARBOUR INVESTMENTS INC. |
2150 |
- |
2023-12-31 |
233 |
$10,000 |
0 |
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Tradition Wealth Management LLC |
1017 |
- |
2023-12-31 |
214 |
$9,000 |
0 |
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Migdal Insurance & Financial Holdings Ltd. |
340 |
- |
2024-03-31 |
210 |
$8,000 |
0 |
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PROEQUITIES INC. |
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- |
2024-03-31 |
145 |
$6,000 |
50 |
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WELLS FARGO & CO/MN |
5265 |
- |
2023-12-31 |
111 |
$5,000 |
110 |
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Caitlin John LLC |
599 |
- |
2023-12-31 |
98 |
$4,000 |
0 |
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Geneos Wealth Management Inc. |
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- |
2024-03-31 |
75 |
$3,000 |
0 |
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Farther Finance Advisors LLC |
2392 |
- |
2023-12-31 |
36 |
$2,000 |
0 |
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Fermata Advisors LLC |
215 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,109 |
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NVWM LLC |
390 |
*Closed |
2023-12-31 |
0 |
$0 |
-222 |
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LAKE STREET ADVISORS GROUP LLC |
404 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,137 |
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Avestar Capital LLC |
358 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,786 |
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CITIGROUP INC |
4501 |
*New |
2023-12-31 |
1 |
$0 |
1 |
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CoreCap Advisors LLC |
609 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,627 |
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Goss Wealth Management LLC |
3713 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,177 |
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BROWN BROTHERS HARRIMAN & CO |
1193 |
*Closed |
2023-12-31 |
0 |
$0 |
-224 |
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IFP Advisors Inc |
3198 |
*Closed |
2023-12-31 |
0 |
$0 |
-28 |
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GREEN SQUARE CAPITAL MANAGEMENT LLC |
197 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,676 |
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Ronald Blue Trust Inc. |
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*Closed |
2024-03-31 |
0 |
$0 |
-210 |
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AXXCESS WEALTH MANAGEMENT LLC |
897 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,063 |
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SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6565 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,790 |
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WealthCare Investment Partners LLC |
138 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,963 |
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85 Records found
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1
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