Ticker: SEPP CUSIP: 69420N791 Class: S&P 500 BUFFER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Ameritas Advisory Services, LLC | 80,489 | $2,463 |
| Kestra Advisory Services, LLC | 5,134 | $157 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 183,636 | 273,233 | +89,597 (+48.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,207 | 23,160 | +2,953 (+14.6%) |
| PNC Financial Services Group, Inc. | 3,019 | 3,172 | +153 (+5.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 3,487 | 2,457 | -1,030 (-29.5%) |
| ROYAL BANK OF CANADA | 9,762 | 345 | -9,417 (-96.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 9,069 | $272 |
| Spire Wealth Management | 4,046 | $121 |