Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - April (NAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    8
Total shares held : 
 1,657,834  
% of shares held : 
 1.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -31  
Amount of shares held : 
 -638,593  
% of shares held change : 
   -0.71%  
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
 12,898
 0.78%
 
Increased Positions :
10
 62,211
 3.75%
 
Unchanged Positions :
28
 260,374
 15.71%
 
Decreased Positions :
33
-440,372
-26.56%
 
Closed Positions :
10
-273,330
-16.49%
 
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
   FOCUS Wealth Advisors LLC 4 - 2024-03-31 206,229 $9,385,000 42,014
   FIRST HEARTLAND CONSULTANTS INC 65 - 2024-03-31 89,786 $4,086,000 7,325
   BLAIR WILLIAM & CO/IL 546 - 2024-03-31 80,658 $3,671,000 78,065
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1122 - 2024-03-31 55,583 $2,530,000 2,050
   Strategic Blueprint LLC 137 - 2024-03-31 46,351 $2,109,000 329
   Kestra Advisory Services LLC 922 - 2024-03-31 40,015 $1,821,000 20,929
   JANNEY MONTGOMERY SCOTT LLC 1295 - 2024-03-31 32,186 $1,465,000 16,189
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1850 - 2024-03-31 30,345 $1,381,000 1,444
   Brookstone Capital Management 425 - 2024-03-31 29,060 $1,323,000 23,153
   FINANCIAL NETWORK 1287 - 2024-03-31 28,416 $1,293,000 4,401
   LPL FINANCIAL CORP 2927 - 2024-03-31 27,734 $1,262,000 6,952
   CWM LLC 905 - 2024-03-31 19,171 $872,000 1,204
   CoreCap Advisors LLC 268 - 2023-12-31 18,241 $811,000 2,364
   LINCOLN NATIONAL CORP 622 - 2024-03-31 15,318 $697,000 330
   BB&T CORP 1790 - 2024-03-31 14,618 $665,000 7,507
   Keystone Wealth Services LLC 113 - 2024-03-31 12,955 $590,000 615
   AE Wealth Management LLC 806 - 2024-03-31 11,309 $515,000 4,481
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1577 - 2024-03-31 10,945 $498,000 3,845
   Outlook Wealth Advisors LLC 149 - 2024-03-31 10,001 $455,000 2,201
   Arlington Capital Management Inc. 59 - 2024-03-31 10,001 $455,000 3,155
   Sigma Planning Corp 855 - 2024-03-31 8,455 $385,000 8,455
   ACCUVEST GLOBAL ADVISORS 95 - 2024-03-31 7,487 $341,000 7,487
   ENVESTNET ASSET MANAGEMENT INC 3759 - 2024-03-31 5,802 $264,000 5,802
   NATIONAL ASSET MANAGEMENT, INC. 1160 - 2024-03-31 5,744 $240,000 5,744
  24 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