Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Russell 2000 Power Buffer Etf - January (KJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    10
Total shares held : 
 4,390,106  
% of shares held : 
 48.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,612,311  
% of shares held change : 
   17.91%  
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 :
17
 1,340,090
 30.53%
 
Increased Positions :
17
 760,809
 17.33%
 
Unchanged Positions :
26
 469,610
 10.7%
 
Decreased Positions :
25
-317,844
-7.24%
 
Closed Positions :
7
-170,744
-3.89%
 
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
   Capital Analysts Inc. 241 - 2023-12-31 26,037 $893,000 0
   BB&T CORP 1844 - 2023-12-31 17,247 $592,000 0
   Apollon Wealth Management LLC 776 - 2024-03-31 11,000 $389,000 0
   BANK OF MONTREAL /CAN/ 2271 - 2023-12-31 9,950 $348,000 0
   Cypress Wealth Services LLC 177 - 2024-03-31 9,793 $346,000 0
   CAPTRUST FINANCIAL ADVISORS 2075 - 2023-12-31 9,060 $311,000 0
   Main Street Financial Solutions LLC 435 - 2024-03-31 7,480 $265,000 0
   Truadvice LLC 197 - 2023-09-30 8,300 $248,000 0
   WEDBUSH MORGAN SECURITIES INC 885 - 2023-12-31 6,695 $230,000 0
   1776 WEALTH LLC 121 - 2024-03-31 6,350 $225,000 0
   MORGAN STANLEY 5793 - 2023-12-31 2,500 $86,000 0
   TFO-TDC LLC 51 - 2023-12-31 2,188 $75,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1191 - 2024-03-31 2,000 $71,000 0
   Archer Investment Corp 357 - 2024-03-31 2,000 $71,000 0
   CWM LLC 2180 - 2024-03-31 1,628 $58,000 0
   US BANCORP 3068 - 2024-03-31 572 $20,000 0
   WHITTIER TRUST CO 1312 - 2024-03-31 200 $7,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 861 - 2023-12-31 182 $6,000 0
   PROEQUITIES INC. 9078 - 2024-03-31 0 $0 0
  19 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