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Get Institutions for : 
Allianzim Us Large Cap Buffer10 Sep Etf (SEPT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    5
Total shares held : 
797,800  
% of shares held : 
8.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
387,053  
% of shares held change : 
  4.3%  
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 :
6
 341,266
 42.78%
 
Increased Positions :
2
 81,930
 10.27%
 
Unchanged Positions :
2
 42,286
 5.3%
 
Decreased Positions :
2
-19,070
-2.39%
 
Closed Positions :
1
-17,073
-2.14%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   AE Wealth Management LLC 440 *New 2023-12-31 315,072 $8,442,000 315,072
   Allianz Investment Management U.S. LLC 17 - 2023-12-31 184,223 $4,834,000 -15,000
   Advisor Group Holdings Inc. 1668 - 2024-03-31 73,682 $2,070,000 -49,629
   HARBOUR INVESTMENTS INC. 400 - 2023-12-31 32,029 $842,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2435 - 2024-03-31 26,724 $751,000 -62,616
   Atria Wealth Solutions Inc. 1248 - 2023-12-31 17,374 $456,000 1,185
   ENVESTNET ASSET MANAGEMENT INC 3491 *New 2023-12-31 13,568 $356,000 13,568
   MULTIFINANCIAL SECURITIES CORP 1382 *New 2023-12-31 12,060 $317,000 12,060
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4344 *New 2024-03-31 8,283 $233,000 8,283
   LPL FINANCIAL CORP 4309 *New 2024-03-31 8,134 $228,000 8,134
   US BANCORP 2607 - 2024-03-31 1,992 $56,000 1,594
   HANSON MCCLAIN, INC. 3098 *New 2024-03-31 30 $1,000 30
   J P MORGAN CHASE & CO 5586 *Closed 2024-03-31 0 $0 -168
   H D Vest Advisory Services 1674 *Closed 2024-03-31 0 $0 -10,257
   PROEQUITIES INC. 6501 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1160 *Closed 2023-12-31 0 $0 -17,073

  16 Records found
  1    
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