Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf - August (UAUG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    17
Total shares held : 
 13,050,451  
% of shares held : 
 14.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 6,193,043  
% of shares held change : 
   6.88%  
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 :
20
 692,642
 5.31%
 
Increased Positions :
33
 5,763,776
 44.17%
 
Unchanged Positions :
22
 467,839
 3.58%
 
Decreased Positions :
15
-261,759
-2.01%
 
Closed Positions :
3
-1,616
-0.01%
 
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
   ADVISORY SERVICES NETWORK, LLC 1805 *Closed 2024-03-31 0 $0 -3,519
   Authentikos Wealth Advisory LLC 225 *Closed 2023-12-31 0 $0 -250
   Wealth Alliance 520 *Closed 2024-03-31 0 $0 -15,924
   PRIVATE CLIENT SERVICES LLC 138 *Closed 2024-03-31 0 $0 -240,647
   BAKER AVENUE ASSET MANAGEMENT, LP 870 *Closed 2023-12-31 0 $0 -706
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3444 *Closed 2024-03-31 0 $0 -15,412
   CWM LLC 4554 *Closed 2024-03-31 0 $0 -16
   Schulz Wealth LTD. 58 *Closed 2024-03-31 0 $0 -7,315
   Comprehensive Financial Consultants Institutional 164 *Closed 2024-03-31 0 $0 -82,140
   Maltin Wealth Management Inc. 123 *Closed 2024-03-31 0 $0 -71,483
   Sound View Wealth Advisors Group LLC 391 *Closed 2024-03-31 0 $0 -8,546
  11 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