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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Mar Etf (MARW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
 580,591  
% of shares held : 
 6.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -13,362  
% of shares held change : 
   -0.15%  
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 :
2
 46,280
 7.97%
 
Increased Positions :
2
 31,052
 5.35%
 
Unchanged Positions :
3
 26,221
 4.52%
 
Decreased Positions :
6
-62,467
-10.76%
 
Closed Positions :
3
-28,227
-4.86%
 
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
   GRADIENT INVESTMENTS LLC 49 *New 2024-03-31 861,979 $24,756,000 861,979
   Advisor Group Holdings Inc. 603 - 2024-03-31 411,037 $11,805,000 364,050
   Mid-American Wealth Advisory Group Inc. 3 *New 2024-03-31 349,196 $10,029,000 349,196
   COMMONWEALTH EQUITY SERVICES LLC. 1096 - 2024-03-31 192,608 $5,532,000 119,267
   Allianz Investment Management U.S. LLC 14 - 2023-12-31 189,700 $5,291,000 -5,000
   Outlook Wealth Advisors LLC 21 *New 2024-03-31 122,800 $3,527,000 122,800
   Kestra Advisory Services LLC 571 - 2023-12-31 125,513 $3,507,000 -1,583
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1207 *New 2024-03-31 75,155 $2,158,000 75,155
   Great Lakes Retirement Inc. 86 *New 2024-03-31 56,662 $1,627,000 56,662
   LPL FINANCIAL CORP 2743 - 2024-03-31 53,434 $1,535,000 7,154
   Donald L. Hagan LLC 31 *New 2024-03-31 51,963 $1,492,000 51,963
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2711 - 2024-03-31 30,693 $882,000 -14,432
   Strategic Blueprint LLC 299 - 2024-03-31 25,701 $738,000 8,600
   FINANCIAL NETWORK 1624 - 2023-12-31 24,821 $694,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2288 *New 2024-03-31 23,281 $669,000 23,281
   Encompass More Asset Management 48 *New 2024-03-31 19,840 $570,000 19,840
   Envestnet Portfolio Solutions Inc. 1105 *New 2024-03-31 18,173 $522,000 18,173
   PFG Advisors 390 *New 2024-03-31 17,017 $489,000 17,017
   BCGM Wealth Management LLC 119 *New 2024-03-31 10,108 $290,000 10,108
   Focus Financial Network Inc. 501 - 2024-03-31 10,185 $287,000 0
   Csenge Advisory Group 575 *New 2024-03-31 9,532 $274,000 9,532
   CITADEL ADVISORS LLC 4164 - 2023-12-31 9,653 $270,000 -5,499
   Epic Trust Investment Advisors LLC 95 *New 2024-03-31 8,500 $244,000 8,500
   LINCOLN NATIONAL CORP 1084 *New 2024-03-31 7,728 $222,000 7,728
   HARBOUR INVESTMENTS INC. 1613 - 2023-12-31 1,200 $34,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 833 *New 2024-03-31 1,200 $34,000 1,200
   UBS Group AG 5799 - 2023-12-31 670 $19,000 570
   IFP Advisors Inc 2330 - 2023-12-31 200 $6,000 0
   PROEQUITIES INC. 5885 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1158 *Closed 2023-12-31 0 $0 -15,825
  30 Records found
  1    
  Page 1 of 1
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