Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pacer Metaurus Us Large Cap Div Multiplier 400 Etf (QDPL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    6
Total shares held : 
 4,396,315  
% of shares held : 
 48.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 695,219  
% of shares held change : 
   7.72%  
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 :
8
 175,312
 3.99%
 
Increased Positions :
24
 643,587
 14.64%
 
Unchanged Positions :
8
 33,524
 0.76%
 
Decreased Positions :
9
-123,058
-2.8%
 
Closed Positions :
2
-622
-0.01%
 
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
   Advisory Resource Group 1 - 2023-12-31 1,186,641 $39,218,000 4,486
   Stratos Wealth Partners LTD. 29 - 2024-03-31 927,782 $33,215,000 107,476
   LPL FINANCIAL CORP 1022 - 2023-12-31 444,585 $14,694,000 32,860
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 481 - 2024-03-31 260,693 $9,333,000 79,955
   RAYMOND JAMES & ASSOCIATES 1255 - 2024-03-31 237,587 $8,506,000 76,193
   COMMONWEALTH EQUITY SERVICES LLC. 1065 - 2023-12-31 153,133 $5,061,000 13,401
   Fortress Wealth Management Inc. 13 - 2024-03-31 127,367 $4,560,000 7,451
   MY Wealth Management Inc. 11 - 2023-12-31 117,483 $3,883,000 8,847
   MARINER WEALTH ADVISORS, LLC 808 - 2023-12-31 108,478 $3,585,000 3,043
   BlackDiamond Wealth Management Inc. 5 - 2023-12-31 101,267 $3,468,000 347
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1365 *New 2024-03-31 91,080 $3,261,000 91,080
   Empire Financial Management Company LLC 17 - 2023-12-31 92,645 $3,062,000 2,016
   Advisor Group Holdings Inc. 1598 - 2023-12-31 84,703 $2,799,000 -8,965
   ENVESTNET ASSET MANAGEMENT INC 2283 - 2023-12-31 80,409 $2,658,000 7,322
   ROYAL BANK OF CANADA 2380 - 2023-12-31 76,037 $2,513,000 67,749
   WEST MICHIGAN ADVISORS LLC 27 - 2023-12-31 72,205 $2,386,000 -75,221
   Chicago Partners Investment Group LLC 184 - 2024-03-31 67,386 $2,335,000 12,768
   PRIVATE WEALTH PARTNERS LLC 61 - 2023-12-31 55,950 $1,849,000 1,800
   Guardian Financial Partners LLC 21 *New 2024-03-31 48,408 $1,733,000 48,408
   MML INVESTORS SERVICES LLC 1095 - 2023-12-31 50,734 $1,677,000 11,015
   Integrated Wealth Concepts LLC 589 - 2023-12-31 43,609 $1,441,000 30,412
   Atria Wealth Solutions Inc. 753 *New 2023-12-31 38,593 $1,294,000 38,593
   Gladstone Institutional Advisory LLC 272 *New 2023-12-31 35,164 $1,162,000 35,164
   Bridge Advisory LLC 49 - 2024-03-31 31,802 $1,138,000 10,496
   LEVEL FOUR ADVISORY SERVICES LLC 277 - 2023-12-31 33,818 $1,118,000 795
   PROSPERA FINANCIAL SERVICES 437 *New 2023-12-31 33,725 $1,115,000 33,725
   JANNEY MONTGOMERY SCOTT LLC 1408 - 2023-12-31 31,613 $1,045,000 12,440
   BB&T CORP 1582 - 2023-12-31 29,349 $970,000 8,626
   Founders Financial Alliance LLC 64 - 2023-12-31 26,925 $890,000 575
   Clay Northam Wealth Management LLC 23 - 2024-03-31 24,246 $868,000 4,575
   JANE STREET GROUP LLC 3729 *New 2023-12-31 18,432 $609,000 18,432
   Goss Wealth Management LLC 1173 - 2023-12-31 18,293 $605,000 -20,301
   OLD MISSION CAPITAL LLC 576 - 2023-12-31 17,271 $571,000 7,819
   Private Advisor Group LLC 1402 - 2023-12-31 16,649 $550,000 0
   Financial Advocates Investment Management 425 - 2023-12-31 15,360 $508,000 -440
   ADVISORY SERVICES NETWORK, LLC 912 *New 2023-12-31 14,287 $472,000 14,287
   FINANCIAL NETWORK 2238 - 2023-12-31 9,097 $301,000 -9,958
   CHANNEL WEALTH LLC 139 - 2024-03-31 7,880 $282,000 855
   CoreCap Advisors LLC 475 - 2023-12-31 8,471 $280,000 -1,188
   CENTAURUS FINANCIAL INC. 538 - 2023-12-31 7,474 $247,000 30
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 622 *New 2024-03-31 6,545 $234,000 6,545
   Coastal Investment Advisors Inc. 376 - 2024-03-31 6,390 $229,000 0
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 6,780 $224,000 6,780
   HARBOUR INVESTMENTS INC. 878 - 2023-12-31 5,683 $188,000 -5,375
   Core Wealth Advisors Inc. 57 - 2023-12-31 4,063 $134,000 -1,603
   PRIVATE TRUST CO NA 1168 - 2024-03-31 1,177 $42,000 4
   Global Retirement Partners LLC 1680 *New 2024-03-31 725 $26,000 725
   Capital Analysts Inc. 976 - 2023-12-31 100 $3,000 0
   Geneos Wealth Management Inc. - 2023-12-31 34 $1,000 0
   FMR LLC 4813 *Closed 2023-12-31 0 $0 -7
   Capital Investment Advisory Services LLC 958 *Closed 2024-03-31 0 $0 -600
   PROEQUITIES INC. 4561 - 2023-12-31 0 $0 0
   J P MORGAN CHASE & CO 6178 - 2023-12-31 1 $0 -7
   UBS Group AG 8546 *Closed 2023-12-31 0 $0 -615
   Independent Wealth Network Inc. 214 *Closed 2024-03-31 0 $0 -11,241
   DHJJ Financial Advisors Ltd. 800 - 2024-03-31 6 $0 0
  56 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