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Get Institutions for : 
Innovator Intl Developed Power Buffer Etf - Sept (ISEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    12
Total shares held : 
1,252,288  
% of shares held : 
13.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
240,552  
% of shares held change : 
  2.67%  
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
 237,490
 18.96%
 
Increased Positions :
5
 13,855
 1.11%
 
Unchanged Positions :
2
 2,109
 0.17%
 
Decreased Positions :
3
-10,793
-0.86%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ferguson Shapiro LLC 4 - 2024-03-31 799,570 $21,772,000 -42,646
   IHT Wealth Management LLC 214 *New 2023-12-31 81,205 $2,123,000 81,205
   KFG WEALTH MANAGEMENT LLC 33 - 2024-03-31 57,928 $1,577,000 0
   RAYMOND JAMES & ASSOCIATES 2343 *New 2024-03-31 53,310 $1,452,000 53,310
   ENVESTNET ASSET MANAGEMENT INC 2673 - 2023-12-31 53,564 $1,400,000 7,642
   We Are One Seven LLC 308 *New 2023-12-31 40,605 $1,061,000 40,605
   Steward Partners Investment Advisory LLC 696 - 2023-12-31 40,601 $1,061,000 -2,258
   Snowden Capital Advisors LLC 661 - 2023-12-31 20,218 $529,000 188
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 63 - 2023-12-31 20,222 $529,000 -1,289
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2594 *New 2024-03-31 16,001 $436,000 16,001
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2434 - 2024-03-31 15,004 $409,000 -2,459
   CITADEL ADVISORS LLC 3802 *New 2023-12-31 15,420 $403,000 15,420
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4070 - 2023-12-31 15,167 $396,000 -7,246
   CYPRESS FINANCIAL PLANNING LLC 56 - 2024-03-31 10,940 $298,000 -466
   Straight Path Wealth Management *New 2023-12-31 9,580 $250,000 9,580
   Diligent Investors LLC 269 - 2023-12-31 9,295 $243,000 1,000
   COMMONWEALTH EQUITY SERVICES LLC. 3340 *New 2023-12-31 8,592 $225,000 8,592
   Capital Investment Advisory Services LLC 579 - 2024-03-31 3,200 $87,000 0
   NBC SECURITIES INC. 1113 - 2024-03-31 1,984 $54,000 0
   Advisor Group Holdings Inc. 5143 - 2023-12-31 1,209 $32,000 0
   AdvisorNet Financial Inc 982 - 2024-03-31 993 $27,000 0
   Capital Analysts Inc. 771 - 2023-12-31 900 $24,000 0
   UBS Group AG 5940 *New 2023-12-31 520 $14,000 520
   PROEQUITIES INC. 2598 *New 2023-12-31 0 $0 0

  24 Records found
  1    
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