Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ft Cboe Vest Us Equity Enh & Mod Buffer Etf - Mar (XMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    5
Total shares held : 
 4,147,696  
% of shares held : 
 46.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -774,037  
% of shares held change : 
   -8.77%  
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 :
2
 12,568
 0.3%
 
Increased Positions :
5
 171,713
 4.14%
 
Unchanged Positions :
15
 176,967
 4.27%
 
Decreased Positions :
37
-748,615
-18.05%
 
Closed Positions :
7
-209,703
-5.06%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MULTIFINANCIAL SECURITIES CORP 98 - 2023-12-31 478,853 $15,745,000 -130,506
   HARBOUR INVESTMENTS INC. 45 - 2023-12-31 278,440 $9,155,000 -22,918
   COMMONWEALTH EQUITY SERVICES LLC. 1028 - 2024-03-31 187,560 $6,306,000 -744,268
   AIFG Consultants Ltd. 13 - 2024-03-31 155,401 $5,225,000 -7,386
   Advisor Group Holdings Inc. 1079 - 2024-03-31 138,329 $4,651,000 -126,234
   Cetera Investment Advisers 459 - 2023-12-31 141,033 $4,637,000 -415
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 23 - 2024-03-31 106,753 $3,589,000 -555
   KESTRA PRIVATE WEALTH SERVICES LLC 258 - 2024-03-31 106,027 $3,565,000 -140,249
   LPL FINANCIAL CORP 2099 - 2024-03-31 96,825 $3,255,000 -43,563
   WEALTHSOURCE PARTNERS LLC 90 - 2023-12-31 85,199 $2,801,000 -664
   Foundations Investment Advisors LLC 197 - 2023-12-31 80,974 $2,675,000 -11,302
   Kestra Advisory Services LLC 681 - 2023-12-31 78,800 $2,591,000 -33,476
   MML INVESTORS SERVICES LLC 929 - 2023-12-31 70,300 $2,311,000 -19
   Steward Partners Investment Advisory LLC 466 - 2023-12-31 69,418 $2,282,000 -300
   BENJAMIN F. EDWARDS & COMPANY INC. 365 - 2024-03-31 57,834 $1,944,000 -8,380
   Arkadios Wealth Advisors 172 - 2024-03-31 47,037 $1,581,000 -4,310
   ENVESTNET ASSET MANAGEMENT INC 2782 - 2023-12-31 36,981 $1,216,000 -2,865
   Octavia Wealth Advisors LLC 81 - 2024-03-31 26,002 $874,000 -1,007
   Mutual Advisors LLC 523 - 2024-03-31 25,101 $844,000 -3,500
   Strategic Blueprint LLC 285 - 2024-03-31 23,411 $787,000 -3,834
   ROYAL BANK OF CANADA 3406 - 2023-12-31 20,318 $668,000 -10,278
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2148 - 2024-03-31 17,186 $578,000 -3,960
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 436 - 2024-03-31 16,695 $561,000 -40
   AE Wealth Management LLC 1389 - 2023-12-31 16,060 $530,000 -19,933
   FINANCIAL NETWORK 1852 - 2023-12-31 15,607 $513,000 -14,046
   OLD MISSION CAPITAL LLC 685 - 2023-12-31 11,456 $377,000 -1,513
   Quad-Cities Investment Group LLC 130 - 2024-03-31 8,511 $286,000 -3,272
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4143 - 2024-03-31 8,172 $275,000 -14,898
   Stonebridge Financial Planning Group LLC 127 - 2023-12-31 7,705 $253,000 -1,515
   SILVER OAK SECURITIES Inc 333 - 2024-03-31 7,383 $248,000 -1,505
   Atria Wealth Solutions Inc. 1643 - 2023-12-31 7,277 $239,000 -3,407
   Arlington Capital Management Inc. 86 - 2024-03-31 6,121 $206,000 -48
   JANE STREET GROUP LLC 4744 - 2023-12-31 6,150 $202,000 -40,390
   PRINCIPAL SECURITIES INC. 1880 - 2024-03-31 732 $25,000 -11,875
   Global Retirement Partners LLC 1775 - 2024-03-31 614 $21,000 -8,541
   Aptus Capital Advisors LLC 847 - 2023-12-31 95 $3,000 -180
   GUARDIAN WEALTH ADVISORS LLC / NC 410 - 2023-12-31 95 $3,000 -180
  37 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