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Get Institutions for : 
Pimco Rafi Esg Us Etf (RAFE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    4
Total shares held : 
 792,005  
% of shares held : 
 0.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 34,504  
% of shares held change : 
   0.04%  
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 :
4
 53,064
 6.7%
 
Increased Positions :
7
 6,693
 0.85%
 
Unchanged Positions :
6
 175,492
 22.16%
 
Decreased Positions :
7
-25,253
-3.19%
 
Closed Positions :
0
0
0%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Northwest Bancshares Inc. 18 - 2024-03-31 214,697 $7,638,000 4,529
   Arlington Financial Advisors LLC 26 - 2024-03-31 123,573 $4,396,000 1,203
   Balanced Rock Investment Advisor 7 - 2023-12-31 106,539 $3,465,000 0
   GenWealth Group Inc. 26 - 2024-03-31 85,389 $3,038,000 -1,001
   COMMONWEALTH EQUITY SERVICES LLC. 1931 - 2024-03-31 42,838 $1,524,000 10,643
   Bruce G. Allen Investments LLC 11 - 2024-03-31 42,561 $1,514,000 -738
   JNBA FINANCIAL ADVISORS 83 - 2024-03-31 35,333 $1,257,000 -5,807
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3009 - 2023-12-31 26,094 $849,000 -11,200
   GOLDMAN SACHS GROUP INC/ 3670 - 2023-12-31 21,854 $711,000 0
   RHS Financial LLC 58 - 2024-03-31 19,746 $702,000 -1,796
   Advisor Group Holdings Inc. 2876 - 2023-12-31 20,988 $683,000 24
   FLYNN ZITO CAPITAL MANAGEMENT LLC 49 *New 2023-12-31 12,863 $418,000 12,863
   Financial Insights Inc. 133 - 2024-03-31 8,485 $302,000 -75
   Milestone Investment Advisors LLC 63 - 2023-12-31 8,571 $279,000 64
   FLAGSHIP HARBOR ADVISORS LLC 570 - 2024-03-31 7,188 $256,000 82
   ROYAL BANK OF CANADA 4292 - 2023-12-31 7,529 $245,000 -793
   BANK OF AMERICA CORP /DE/ 5159 - 2023-12-31 4,231 $138,000 3,319
   AdvisorNet Financial Inc 581 - 2024-03-31 3,435 $122,000 4
   Goss Wealth Management LLC 1916 - 2023-12-31 3,255 $106,000 0
   Larson Financial Group LLC 540 - 2023-12-31 2,330 $76,000 11
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2252 *New 2023-12-31 900 $29,000 900
   Global Retirement Partners LLC 1816 - 2024-03-31 545 $19,000 0
   UBS Group AG 6555 - 2023-12-31 105 $3,000 94
   PROEQUITIES INC. 6680 - 2023-12-31 0 $0 0
  24 Records found
  1    
  Page 1 of 1
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