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Get Institutions for : 
Innovator S (UDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    5
Total shares held : 
 2,662,967  
% of shares held : 
 29.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 798,125  
% of shares held change : 
   8.87%  
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
 535,558
 20.11%
 
Increased Positions :
22
 690,533
 25.93%
 
Unchanged Positions :
12
 94,371
 3.54%
 
Decreased Positions :
18
-131,776
-4.95%
 
Closed Positions :
4
-296,190
-11.12%
 
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
   Brookstone Capital Management 68 - 2024-03-31 565,820 $18,909,000 32,457
   We Are One Seven LLC 92 - 2024-03-31 150,719 $5,037,000 4,662
   Kestra Advisory Services LLC 1028 - 2024-03-31 42,350 $1,415,000 25,903
   Berger Financial Group Inc 148 - 2024-03-31 29,870 $998,000 4,364
   MML INVESTORS SERVICES LLC 1485 - 2024-03-31 26,037 $870,000 3,840
   MULTIFINANCIAL SECURITIES CORP 1234 - 2024-03-31 25,446 $850,000 5,405
   ADVISORY SERVICES NETWORK, LLC 892 - 2024-03-31 17,638 $589,000 125
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3470 - 2024-03-31 14,506 $485,000 4,626
   HARBOUR INVESTMENTS INC. 592 - 2023-12-31 13,010 $417,000 86
   Ameritas Advisory Services LLC 704 - 2024-03-31 9,036 $302,000 9,036
   ROYAL BANK OF CANADA 3857 - 2024-03-31 8,574 $287,000 4,899
   J P MORGAN CHASE & CO 4513 - 2024-03-31 2,670 $89,000 2,670
   UBS Group AG 6445 - 2024-03-31 131 $4,000 131
  13 Records found
  1    
  Page 1 of 1
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