Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Allianzim Us Large Cap Buffer20 Sep Etf (SEPW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    9
Total shares held : 
 1,285,246  
% of shares held : 
 14.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 638,261  
% of shares held change : 
   7.09%  
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 :
9
 388,900
 30.26%
 
Increased Positions :
12
 254,742
 19.82%
 
Unchanged Positions :
4
 223,793
 17.41%
 
Decreased Positions :
1
-5,381
-0.42%
 
Closed Positions :
0
0
0%
 
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
   AE Wealth Management LLC 442 *New 2023-12-31 316,677 $8,360,000 316,677
   COMMONWEALTH EQUITY SERVICES LLC. 1066 - 2024-03-31 215,819 $5,867,000 -35,138
   Allianz Investment Management U.S. LLC 16 - 2023-12-31 198,906 $5,174,000 0
   Advisor Group Holdings Inc. 1148 - 2024-03-31 155,789 $4,236,000 -52,302
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1420 *New 2024-03-31 109,187 $2,968,000 109,187
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1812 - 2024-03-31 32,050 $871,000 -940
   BCGM Wealth Management LLC 68 - 2024-03-31 30,533 $830,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2856 - 2024-03-31 28,717 $781,000 2,820
   FINANCIAL NETWORK 1582 - 2023-12-31 28,288 $736,000 7,300
   ENVESTNET ASSET MANAGEMENT INC 3223 - 2023-12-31 22,784 $593,000 8,366
   Kestra Advisory Services LLC 1430 - 2023-12-31 21,812 $568,000 6,411
   PFG Advisors 392 - 2024-03-31 17,901 $487,000 0
   HARBOUR INVESTMENTS INC. 556 - 2023-12-31 17,861 $465,000 0
   MULTIFINANCIAL SECURITIES CORP 1217 - 2023-12-31 16,182 $421,000 811
   Atria Wealth Solutions Inc. 1450 - 2023-12-31 12,107 $315,000 360
   Strategic Blueprint LLC 486 - 2024-03-31 11,081 $301,000 0
   FIRST HEARTLAND CONSULTANTS INC 339 *New 2024-03-31 10,674 $290,000 10,674
   LINCOLN NATIONAL CORP 1036 - 2024-03-31 8,900 $242,000 0
   Cetera Investment Advisers 1913 - 2023-12-31 9,274 $241,000 998
   Farther Finance Advisors LLC 703 - 2023-12-31 5,000 $130,000 0
   IFP Advisors Inc 1493 - 2023-12-31 2,026 $53,000 0
   UBS Group AG 5555 *New 2023-12-31 1,102 $29,000 1,102
   US BANCORP 2929 - 2024-03-31 994 $27,000 298
   TUCKER ASSET MANAGEMENT LLC 614 *New 2023-12-31 203 $5,000 203
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 597 *New 2023-12-31 133 $3,000 133
   H D Vest Advisory Services 1673 *Closed 2024-03-31 0 $0 -10,553
   PROEQUITIES INC. 6529 - 2024-03-31 0 $0 0
   Outlook Wealth Advisors LLC 280 *Closed 2024-03-31 0 $0 -26,357
   Allegheny Financial Group LTD 210 *Closed 2024-03-31 0 $0 -9,138
  29 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