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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Jul Etf (AZBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
4,764,800  
% of shares held : 
52.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
1,926,341  
% of shares held change : 
  21.4%  
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 :
11
 334,925
 7.03%
 
Increased Positions :
19
 1,761,385
 36.97%
 
Unchanged Positions :
10
 105,532
 2.21%
 
Decreased Positions :
11
-54,151
-1.14%
 
Closed Positions :
8
-115,818
-2.43%
 
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
   Compass Advisory Group LLC 23 - 2024-06-30 55,261 $1,841,000 0
   WEALTHSOURCE PARTNERS LLC 166 - 2023-12-31 42,437 $1,324,000 0
   Clear Point Advisors Inc. 52 - 2024-06-30 18,521 $617,000 0
   HB Wealth Management LLC 690 - 2024-06-30 9,357 $312,000 0
   Moors & Cabot Inc. 760 - 2024-06-30 6,150 $205,000 0
   Farther Finance Advisors LLC 870 - 2024-06-30 5,440 $182,000 0
   Allianz Investment Management U.S. LLC 34 - 2024-06-30 5,000 $166,000 0
   AdvisorNet Financial Inc 601 - 2024-06-30 3,453 $115,000 0
   MORGAN STANLEY 5916 - 2024-06-30 1,650 $55,000 0
   NBC SECURITIES INC. 1385 - 2024-06-30 700 $23,000 0
   PROEQUITIES INC. 2706 - 2024-06-30 0 $0 0

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