Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pacer American Energy Independence Etf (USAI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
 712,895  
% of shares held : 
 0.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 29,852  
% of shares held change : 
   0.03%  
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
 45,281
 6.35%
 
Increased Positions :
8
 48,367
 6.78%
 
Unchanged Positions :
2
 150
 0.02%
 
Decreased Positions :
7
-61,157
-8.58%
 
Closed Positions :
1
-2,639
-0.37%
 
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
   LPL FINANCIAL CORP 1376 - 2024-03-31 294,986 $9,356,000 27,873
   SL ADVISORS LLC 3 - 2023-12-31 110,205 $3,178,000 -4,367
   JBR Co Financial Management Inc 10 - 2024-03-31 88,449 $2,805,000 -2,393
   Stratos Wealth Advisors LLC 163 - 2024-03-31 79,280 $2,514,000 1,201
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1416 - 2024-03-31 48,941 $1,552,000 -38,301
   Advisor Group Holdings Inc. 2245 - 2024-03-31 34,004 $1,079,000 -2,206
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 252 - 2024-03-31 24,274 $767,000 0
   Good Life Advisors LLC 234 - 2024-03-31 16,772 $532,000 -1,229
   Wealthcare Advisory Partners LLC 539 - 2024-03-31 15,270 $484,000 658
   GREEN SQUARE CAPITAL MANAGEMENT LLC 106 - 2023-12-31 15,029 $433,000 -1,137
   PROSPERA FINANCIAL SERVICES 732 - 2023-12-31 13,701 $395,000 137
   COMMONWEALTH EQUITY SERVICES LLC. 3350 *New 2024-03-31 8,264 $262,000 8,264
   FINANCIAL NETWORK 2419 - 2023-12-31 7,981 $230,000 -4,015
   JANE STREET GROUP LLC 4660 - 2023-12-31 7,818 $225,000 -26,845
   Kestra Advisory Services LLC 2050 - 2023-12-31 7,458 $215,000 -800
   Insight Advisors LLC/ PA 274 *New 2024-03-31 6,669 $212,000 6,669
   EverSource Wealth Advisors LLC 751 - 2023-12-31 2,580 $74,000 4
   HANSON MCCLAIN, INC. 1791 *New 2024-03-31 589 $19,000 589
   UBS Group AG 5975 - 2023-12-31 435 $13,000 377
   HARBOUR INVESTMENTS INC. 2517 - 2023-12-31 150 $4,000 0
   PROEQUITIES INC. 3566 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6251 - 2024-03-31 1 $0 -999
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5963 *Closed 2024-03-31 0 $0 -9,064
   BANK OF MONTREAL /CAN/ 3557 *Closed 2023-12-31 0 $0 -2,639
   Advisor Resource Council 490 *Closed 2024-03-31 0 $0 -11,943
  25 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