Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Axs Astoria Inflation Sensitive Etf (PPI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    1
Total shares held : 
1,734,773  
% of shares held : 
65.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-67,151  
% of shares held change : 
  -2.55%  
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 :
3
 29,850
 1.72%
 
Increased Positions :
8
 55,099
 3.18%
 
Unchanged Positions :
5
 428,092
 24.68%
 
Decreased Positions :
13
-116,019
-6.69%
 
Closed Positions :
4
-36,081
-2.08%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Astoria Portfolio Advisors LLC. 1 - 2024-03-31 770,279 $24,320,000 -8,396
   Hobbs Group Advisors LLC 5 - 2023-12-31 427,782 $11,715,000 0
   Avestar Capital LLC 50 - 2023-12-31 93,713 $2,573,000 16,296
   Latitude Advisors LLC 19 - 2023-12-31 51,624 $1,414,000 -995
   BlackDiamond Wealth Management Inc. 27 - 2023-12-31 46,126 $1,266,000 -303
   JANE STREET GROUP LLC 2946 - 2023-12-31 45,436 $1,244,000 -20,972
   ENVESTNET ASSET MANAGEMENT INC 2838 - 2023-12-31 41,020 $1,123,000 -2,499
   Private Advisor Group LLC 1066 - 2023-12-31 39,946 $1,094,000 5,294
   KLR INVESTMENT ADVISORS LLC 31 - 2023-12-31 34,412 $942,000 -809
   Truadvice LLC 86 - 2023-09-30 33,856 $858,000 19,117
   Ellis Investment Partners LLC 107 - 2024-03-31 23,809 $758,000 -1,025
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3698 *New 2023-12-31 19,253 $527,000 19,253
   CITADEL ADVISORS LLC 3554 - 2023-12-31 19,093 $523,000 -4,267
   LPL FINANCIAL CORP 3582 - 2023-12-31 18,948 $519,000 2,646
   COMMONWEALTH EQUITY SERVICES LLC. 2610 - 2023-12-31 18,907 $518,000 -47,195
   Sowell Financial Services LLC - 2023-12-31 17,897 $490,000 270
   Onyx Bridge Wealth Group LLC 135 - 2023-12-31 17,054 $467,000 545
   Advisor Group Holdings Inc. 3485 - 2023-12-31 12,246 $335,000 -4,532
   RFG Advisory Group LLC 643 - 2024-03-31 7,901 $252,000 -2,938
   Laurel Wealth Advisors Inc. 594 - 2022-12-31 8,944 $227,000 -2,078
   HARBOUR INVESTMENTS INC. 1000 - 2023-12-31 5,087 $139,000 -269
   ROYAL BANK OF CANADA 5708 - 2023-12-31 496 $14,000 -20
   UBS Group AG 6032 - 2023-12-31 388 $11,000 -1,221
   WELLS FARGO & CO/MN 5271 *New 2023-12-31 179 $5,000 179
   Bogart Wealth LLC 760 - 2023-12-31 200 $5,000 0
   Covestor Ltd 1900 - 2023-12-31 70 $2,000 2
   Smartleaf Asset Management LLC 970 - 2023-12-31 70 $2,000 0
   FMR LLC 4552 - 2023-12-31 20 $1,000 19
   CWM LLC 4184 - 2024-03-31 40 $1,000 0
   Kingsview Wealth Management LLC 960 *Closed 2023-12-31 0 $0 -26,024
   PROEQUITIES INC. 5877 - 2023-12-31 0 $0 0
   PNC FINANCIAL SERVICES GROUP INC 4458 *Closed 2023-12-31 0 $0 -1,486
   BANK OF MONTREAL /CAN/ 3564 *Closed 2023-12-31 0 $0 -1
   One + One Wealth Management LLC 104 *Closed 2024-03-31 0 $0 -10,418

  34 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results