Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Allianzim Us Large Cap 6 Month Buffer10 Apr/oct (SIXO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    0
Total shares held : 
1,014,061  
% of shares held : 
6.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-22,182  
% of shares held change : 
  -0.15%  
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
 102,243
 10.08%
 
Increased Positions :
9
 105,896
 10.44%
 
Unchanged Positions :
4
 10,866
 1.07%
 
Decreased Positions :
9
-186,957
-18.44%
 
Closed Positions :
3
-43,364
-4.28%
 
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
   Atria Wealth Solutions Inc. 512 - 2023-12-31 90,975 $2,627,000 23,699
   Strategic Blueprint LLC 222 - 2024-03-31 39,671 $1,173,000 2,943
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1655 - 2024-03-31 36,980 $1,093,000 25,857
   AE Wealth Management LLC 1141 - 2023-12-31 34,847 $1,016,000 34,847
   ENVESTNET ASSET MANAGEMENT INC 2969 - 2023-12-31 32,065 $926,000 3,170
   Cetera Investment Advisers 1231 - 2023-12-31 27,646 $798,000 16,888
   Kestra Advisory Services LLC 1648 - 2023-12-31 13,862 $400,000 5,148
   MULTIFINANCIAL SECURITIES CORP 1492 - 2023-12-31 9,125 $263,000 200
   HARBOUR INVESTMENTS INC. 922 - 2023-12-31 5,894 $170,000 1,107
   US BANCORP 2766 - 2024-03-31 1,400 $41,000 1,000

  10 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results