Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Zacks Small/mid Cap Etf (SMIZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    6
Total shares held : 
356,112  
% of shares held : 
3.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
356,112  
% of shares held change : 
  3.96%  
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
 356,112
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
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
   ZACKS INVESTMENT MANAGEMENT 169 *New 2023-12-31 236,134 $6,746,000 236,134
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 199,298 $6,306,000 199,298
   Kowal Investment Group LLC 42 - 2024-03-31 51,275 $1,622,000 14,651
   Arete Wealth Advisors LLC 198 *New 2023-12-31 45,986 $1,314,000 45,986
   LifePro Asset Management 64 - 2024-03-31 17,000 $538,000 27
   ADVISORY SERVICES NETWORK, LLC *New 2023-12-31 13,361 $382,000 13,361
   Ignite Planners LLC 240 *New 2024-03-31 7,990 $251,000 7,990
   Ethos Financial Group LLC *New 2023-12-31 7,034 $201,000 7,034
   Westside Investment Management Inc. 336 *New 2024-03-31 1,822 $57,000 1,822
   PROEQUITIES INC. *New 2024-03-31 0 $0 0

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