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Get Institutions for : 
Zacks Earnings Consistent Portfolio Etf (ZECP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
2,187,821  
% of shares held : 
2.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
-683,640  
% of shares held change : 
  -0.76%  
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 :
4
 152,627
 6.98%
 
Increased Positions :
8
 270,638
 12.37%
 
Unchanged Positions :
2
 19,372
 0.89%
 
Decreased Positions :
4
-75,656
-3.46%
 
Closed Positions :
3
-1,031,249
-47.14%
 
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
   Menard Financial Group LLC 1 - 2023-12-31 728,529 $19,029,000 78,994
   ADVISORY SERVICES NETWORK, LLC 53 - 2024-03-31 555,081 $15,598,000 169,929
   Accurate Wealth Management LLC 6 - 2024-03-31 255,012 $6,842,000 -39,130
   Wayfinding Financial LLC 10 - 2024-03-31 152,620 $4,251,000 -190,795
   Kowal Investment Group LLC 17 - 2024-03-31 123,070 $3,458,000 31,724
   Arete Wealth Advisors LLC 82 *New 2023-12-31 130,058 $3,397,000 130,058
   Private Advisor Group LLC 793 - 2024-03-31 73,245 $2,058,000 -1,277
   LifePro Asset Management 35 - 2024-03-31 47,118 $1,324,000 -1,588
   CONTINENTAL INVESTORS SERVICES INC. 9 - 2024-03-31 44,708 $1,252,000 14,022
   Ethos Financial Group LLC 145 - 2024-03-31 15,174 $426,000 -4,198
   Ignite Planners LLC 168 - 2024-03-31 15,213 $426,000 4,348
   EQIS CAPITAL MANAGEMENT, INC. 590 *New 2023-12-31 11,702 $306,000 11,702
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4113 *New 2024-03-31 9,974 $280,000 9,974
   LPL FINANCIAL CORP 4365 *New 2024-03-31 7,538 $212,000 7,538
   GTS SECURITIES LLC 1272 - 2023-12-31 7,875 $206,000 7,875
   Nelson Van Denburg & Campbell Wealth Management Gr 969 - 2024-03-31 3,529 $99,000 -7,321
   Raleigh Capital Management Inc. 247 - 2023-12-31 2,639 $69,000 19
   Cornerstone Planning Group LLC 218 *New 2024-03-31 1,239 $34,000 1,239
   HARBOUR INVESTMENTS INC. 2138 - 2023-12-31 400 $10,000 200
   UBS Group AG 6370 - 2023-12-31 199 $5,000 199
   ZACKS INVESTMENT MANAGEMENT 615 *Closed 2023-12-31 0 $0 -975,430
   CITADEL ADVISORS LLC 5578 *Closed 2023-12-31 0 $0 -20,332
   DHJJ Financial Advisors Ltd. 663 *New 2024-03-31 2 $0 2
   MORGAN STANLEY 7463 *New 2023-12-31 2 $0 2
   PROEQUITIES INC. 9519 - 2024-03-31 0 $0 0
   Castle Rock Wealth Management LLC 236 *Closed 2023-12-31 0 $0 -35,487

  26 Records found
  1    
  Page 1 of 1
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