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Get Institutions for : 
Amplify Blackswan Growth & Treasury Core Etf (SWAN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    1
Total shares held : 
4,283,631  
% of shares held : 
19.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-1,250,171  
% of shares held change : 
  -5.59%  
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 :
7
 29,170
 0.68%
 
Increased Positions :
4
 17,391
 0.41%
 
Unchanged Positions :
6
 162,539
 3.79%
 
Decreased Positions :
21
-1,018,688
-23.78%
 
Closed Positions :
8
-278,044
-6.49%
 
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
   HPM Partners LLC - 2023-12-31 2,477,351 $65,800,000 -118,957
   Goss Wealth Management LLC 304 - 2023-12-31 225,175 $5,981,000 -10,875
   LifePlan Financial LLC 5 - 2024-03-31 141,024 $3,938,000 -1,656
   Trilogy Capital Inc. 81 - 2024-03-31 136,045 $3,799,000 -6,353
   First PREMIER Bank 32 - 2024-03-31 121,885 $3,403,000 -1,020
   RDA Financial Network 26 - 2024-03-31 103,565 $2,892,000 -546
   EQIS CAPITAL MANAGEMENT, INC. 99 - 2023-12-31 83,918 $2,229,000 -5,174
   LPL FINANCIAL CORP 2428 - 2024-03-31 78,909 $2,203,000 -77,619
   FINANCIAL ARCHITECTS INC 143 - 2023-06-30 39,033 $1,004,000 -1,177
   ROYAL BANK OF CANADA 3243 - 2023-12-31 30,589 $812,000 -3,353
   HIGHTOWER ADVISORS, LLC 1965 - 2024-03-31 26,634 $744,000 -6,969
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2205 - 2024-03-31 19,192 $536,000 -4,015
   Meridian Wealth Management LLC 181 - 2024-03-31 8,853 $246,000 -937
   Impact Partnership Wealth LLC 165 - 2023-12-31 8,470 $225,000 -1,593
   CITADEL ADVISORS LLC 4477 - 2023-12-31 6,684 $178,000 -6,684
   CWM LLC 2514 - 2024-03-31 1,247 $35,000 -223
   HARBOUR INVESTMENTS INC. 1721 - 2023-12-31 1,024 $27,000 -681
   UBS Group AG 5674 - 2023-12-31 898 $24,000 -785
   MORGAN STANLEY 6446 - 2023-12-31 326 $9,000 -185
   IFP Advisors Inc 3015 - 2023-12-31 10 $0 -1,000

  20 Records found
  1    
  Page 1 of 1
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