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 - November (UNOV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    4
Total shares held : 
 1,091,134  
% of shares held : 
 12.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 520,141  
% of shares held change : 
   5.78%  
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
 51,929
 4.76%
 
Increased Positions :
11
 630,342
 57.77%
 
Unchanged Positions :
7
 69,236
 6.35%
 
Decreased Positions :
11
-58,622
-5.37%
 
Closed Positions :
7
-103,508
-9.49%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Group Holdings Inc. 1365 - 2023-12-31 124,936 $3,953,000 66,304
   Brookstone Capital Management 303 - 2024-03-31 84,906 $2,776,000 531
   COMMONWEALTH EQUITY SERVICES LLC. 1724 - 2024-03-31 65,292 $2,135,000 -836
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 101 - 2024-03-31 43,466 $1,421,000 -6,185
   KFG WEALTH MANAGEMENT LLC 45 - 2024-03-31 34,418 $1,125,000 -149
   Castle Rock Wealth Management LLC 100 - 2023-12-31 29,082 $916,000 0
   Spire Wealth Management 420 - 2024-03-31 24,657 $806,000 -2,773
   AE Wealth Management LLC 1257 *New 2023-12-31 23,449 $751,000 23,449
   Arete Wealth Advisors LLC 314 - 2023-12-31 22,865 $723,000 22,865
   ATTICUS WEALTH MANAGEMENT LLC 53 - 2024-03-31 21,778 $712,000 0
   CENTRAL VALLEY ADVISORS LLC 62 - 2024-03-31 20,911 $684,000 -16
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2368 - 2024-03-31 18,287 $598,000 -6,700
   Truadvice LLC 136 - 2023-09-30 15,058 $459,000 -649
   ENVESTNET ASSET MANAGEMENT INC 3450 - 2023-12-31 12,069 $382,000 3,166
   Archer Investment Corp 162 - 2023-12-31 11,627 $368,000 -10,252
   Cetera Investment Advisers 1668 - 2023-12-31 11,337 $359,000 1,010
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2595 - 2024-03-31 10,344 $338,000 -1,085
   LPL FINANCIAL CORP 4042 - 2023-12-31 9,148 $289,000 2,339
   Kestra Advisory Services LLC 1859 - 2023-12-31 9,047 $286,000 966
   Soltis Investment Advisors LLC 258 - 2024-03-31 8,353 $273,000 0
   TOWNSQUARE CAPITAL LLC 966 - 2023-12-31 8,121 $257,000 -6,509
   CRA Financial Services LLC 207 - 2024-03-31 7,525 $246,000 -3,225
   AXXCESS WEALTH MANAGEMENT LLC 723 - 2023-12-31 7,569 $239,000 -14
   RFG Advisory Group LLC 663 *New 2024-03-31 6,987 $228,000 6,987
   Lakeridge Wealth Management LLC - 2024-03-31 6,881 $225,000 0
   MML INVESTORS SERVICES LLC 2268 - 2023-12-31 6,734 $213,000 6,734
   CENTAURUS FINANCIAL INC. 668 - 2023-12-31 4,525 $143,000 0
   CWM LLC 2116 *New 2024-03-31 1,993 $65,000 1,993
   DHJJ Financial Advisors Ltd. 258 - 2024-03-31 1,608 $53,000 0
   HARBOUR INVESTMENTS INC. 1460 - 2023-12-31 1,593 $50,000 0
   ADVISORY SERVICES NETWORK, LLC 2227 *New 2023-12-31 1,050 $33,000 1,050
   SageView Advisory Group LLC 564 - 2023-12-31 434,424 $14,000 434,424
   SRS Capital Advisors Inc. 999 - 2023-12-31 60 $2,000 -80
   H D Vest Advisory Services 1559 *Closed 2023-12-31 0 $0 -7,846
   OLD MISSION CAPITAL LLC 960 *Closed 2023-12-31 0 $0 -21,119
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6105 *Closed 2023-12-31 0 $0 -19,519
   CITADEL ADVISORS LLC 5746 *Closed 2023-12-31 0 $0 -16,456
   BB&T CORP 2593 *Closed 2023-12-31 0 $0 -36,118
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2433 *Closed 2024-03-31 0 $0 -6,759
   UBS Group AG 7960 *Closed 2023-12-31 0 $0 -2,037
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   ROYAL BANK OF CANADA 6858 *Closed 2023-12-31 0 $0 -413
   Emerald Investment Partners LLC 506 *Closed 2024-03-31 0 $0 -2,400
  43 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