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Get Institutions for : 
Innovator Us Equity Accelerated Etf - October (XDOC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    1
Total shares held : 
176,888  
% of shares held : 
1.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
6,478  
% of shares held change : 
  0.07%  
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
 31,673
 17.91%
 
Increased Positions :
3
 2,187
 1.24%
 
Unchanged Positions :
3
 3,194
 1.81%
 
Decreased Positions :
1
-695
-0.39%
 
Closed Positions :
3
-26,687
-15.09%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for the current period

  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
   UNIQUE WEALTH LLC 23 - 2024-06-30 125,272 $3,650,000 674
   OLD MISSION CAPITAL LLC 363 *New 2024-06-30 30,860 $899,000 30,860
   Advisor Group Holdings Inc. 3115 - 2024-06-30 11,003 $321,000 275
   DHJJ Financial Advisors Ltd. 214 - 2024-06-30 3,010 $88,000 -695
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 290 - 2024-06-30 2,949 $86,000 0
   UBS Group AG 5131 - 2024-06-30 2,736 $80,000 1,238
   ROYAL BANK OF CANADA 5428 *New 2024-06-30 813 $24,000 813
   Sunbelt Securities Inc. 1316 - 2024-06-30 245 $7,000 0
   PROEQUITIES INC. 7145 - 2024-06-30 0 $0 0
   GOLDMAN SACHS GROUP INC/ 4802 *Closed 2024-06-30 0 $0 -9,947
   TOWNSQUARE CAPITAL LLC 1327 *Closed 2024-06-30 0 $0 -8,370
   BROWN WEALTH MANAGEMENT LLC 97 *Closed 2024-06-30 0 $0 -8,370

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results