Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Starboard Investment Trust - Adaptive Alpha Opportunities ETF, omfatter Avantax Advisory Services, Inc., M Holdings Securities, Inc., Janney Montgomery Scott LLC, Assetmark, Inc, og Raymond James Financial Inc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 29.993 | 1 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.209 | 8,31 | 213 | 31,48 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 383.944 | 54,93 | 11.357 | 87,35 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10.751 | 5,91 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2.027 | 29,27 | 60 | 55,26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19.115 | 53,03 | 565 | 85,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 50 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 257.788 | 10,73 | 7.625 | 33,87 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 42.315 | 0,60 | 1.252 | 21,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 484.355 | 31,96 | 14.327 | 59,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52.709 | 19,55 | 1.559 | 44,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178.056 | 9,98 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75.352 | 2.229 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 110.396 | 12,31 | 3.266 | 35,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9.103 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 455 | 13 |
