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Get Institutions for : 
Innovator Us Equity 10 Buffer Etf - Quarterly (ZALT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    10
Total shares held : 
1,392,094  
% of shares held : 
15.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
1,392,094  
% of shares held change : 
  15.47%  
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 :
10
 1,392,094
 100%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Wealthquest Corp 7 - 2024-03-31 1,432,809 $39,273,000 572,808
   Advisor Group Holdings Inc. 902 - 2024-03-31 229,446 $6,289,000 83,954
   CRA Financial Services LLC 23 - 2024-03-31 158,537 $4,345,000 5,900
   COMMONWEALTH EQUITY SERVICES LLC. 1545 - 2024-03-31 99,445 $2,726,000 59,840
   Comprehensive Financial Consultants Institutional 39 *New 2024-03-31 81,375 $2,230,000 81,375
   D.B. Root & Company LLC 33 - 2024-03-31 72,488 $1,987,000 20,985
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1669 *New 2024-03-31 67,157 $1,841,000 67,157
   Capasso Planning Partners LLC 33 - 2024-03-31 53,077 $1,455,000 2,691
   Brookstone Capital Management 447 - 2024-03-31 42,871 $1,175,000 18,937
   ADVISORY SERVICES NETWORK, LLC 697 - 2024-03-31 34,783 $953,000 -23,843
   LINCOLN NATIONAL CORP 789 *New 2024-03-31 16,050 $440,000 16,050
   Kingsview Wealth Management LLC 816 *New 2024-03-31 10,774 $295,000 10,774
   CITADEL ADVISORS LLC 4267 *New 2023-12-31 9,002 $239,000 9,002
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2102 *New 2024-03-31 8,079 $221,000 8,079
   HARBOUR INVESTMENTS INC. 1791 *New 2023-12-31 908 $24,000 908
   Orion Capital Management LLC 346 *New 2024-03-31 521 $14,000 521
   PROEQUITIES INC. 2927 *New 2024-03-31 0 $0 0

  17 Records found
  1    
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