Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Growth100 Buffer Etf March (QMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
 2,984,414  
% of shares held : 
 33.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -1,744,419  
% of shares held change : 
   -19.38%  
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
 124,494
 4.17%
 
Increased Positions :
9
 68,533
 2.3%
 
Unchanged Positions :
11
 126,786
 4.25%
 
Decreased Positions :
28
-1,715,136
-57.47%
 
Closed Positions :
6
-222,310
-7.45%
 
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
   ODonnell Financial Services LLC 10 - 2024-03-31 389,459 $10,321,000 -28,751
   BB&T CORP 696 - 2023-12-31 304,767 $7,811,000 -11,851
   Kaye Capital Management 13 - 2024-03-31 216,002 $5,724,000 -8,670
   RiverTree Advisors LLC 18 - 2024-03-31 142,892 $3,787,000 -5,238
   LPL FINANCIAL CORP 2224 - 2024-03-31 104,486 $2,769,000 -23,895
   MULTIFINANCIAL SECURITIES CORP 462 - 2023-12-31 87,312 $2,238,000 -93,801
   Rockefeller Capital Management L.P. 880 - 2023-12-31 84,300 $2,161,000 -1,000
   HARBOUR INVESTMENTS INC. 330 - 2023-12-31 45,261 $1,160,000 -12,393
   Goss Wealth Management LLC 860 - 2023-12-31 44,888 $1,158,000 -6,396
   ENVESTNET ASSET MANAGEMENT INC 2928 - 2023-12-31 38,724 $992,000 -15,264
   Steward Partners Investment Advisory LLC 753 - 2023-12-31 36,789 $943,000 -550
   Sowell Financial Services LLC 361 - 2024-03-31 33,792 $883,000 -3,319
   FINANCIAL NETWORK 1568 - 2023-12-31 29,361 $753,000 -14,221
   Kestra Advisory Services LLC 1270 - 2023-12-31 28,837 $739,000 -3,118
   Arkadios Wealth Advisors 329 - 2024-03-31 24,736 $655,000 -9,682
   MML INVESTORS SERVICES LLC 1660 - 2023-12-31 22,946 $588,000 -188
   DHJJ Financial Advisors Ltd. 90 - 2024-03-31 16,553 $439,000 -989
   LINCOLN NATIONAL CORP 823 - 2024-03-31 15,106 $400,000 -1,175
   Envestnet Portfolio Solutions Inc. 1364 - 2024-03-31 11,217 $297,000 -130
   Consolidated Portfolio Review Corp 207 - 2024-03-31 11,095 $294,000 -701
   AE Wealth Management LLC 1729 - 2023-12-31 10,862 $281,000 -151,465
   IFP Advisors Inc 818 - 2023-12-31 10,210 $262,000 -755
   Delta Investment Management LLC 193 - 2024-03-31 8,876 $235,000 -3,090
   ROYAL BANK OF CANADA 4687 - 2023-12-31 5,830 $149,000 -17,725
   Global Retirement Partners LLC 2014 - 2024-03-31 446 $12,000 -5,901
  25 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