Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Bridgewater All Weather ETF, omfatter AE Wealth Management LLC, Citadel Advisors Llc, SMART Wealth LLC, Mariner, LLC, SRGAX - Stringer Growth Fund Class A Shares, Atria Investments Llc, Evoke Wealth, Llc, Wealth Enhancement Advisory Services, Llc, Sheets Smith Wealth Management, Susquehanna International Group, Llp, Kestra Advisory Services, LLC, International Private Wealth Advisors LLC, Rps Advisory Solutions Llc, Commonwealth Equity Services, Llc, Virtu Financial LLC, Oppenheimer & Co Inc, Private Advisor Group, LLC, Family Management Corp, Truist Financial Corp, og Weaver Consulting Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58.806 | 1.533 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8.500 | 222 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 95.540 | 2.491 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 29.964 | 781 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 67.962 | 1.772 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 174.069 | 4.538 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14.398 | 375 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15.762 | 0 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 22.936 | 144,21 | 598 | 152,97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.997 | 52 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.576 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 113.776 | 2.966 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8.750 | 228 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 2.199 | 57 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 114 | 31,03 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 103 | 3 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 846 | 22 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3.979 | 104 | ||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 1.310.500 | 0,77 | 34.165 | 4,41 | ||||
| 2025-08-14 | 13F | Family Management Corp | 11.838 | 309 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 20.878 | 544 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 690.758 | 18.008 | ||||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 103.211 | 2.610 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 55.888 | 12,71 | 1.457 | 16,84 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 45.115 | 1.176 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 425 | 11 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41.186 | 1.074 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12.490 | 326 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 641 | 17 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4.000 | 104 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 750 | 20 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35.199 | 918 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 8.235 | 215 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.574 | 51,81 | 197 | 57,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 184.237 | 4.803 |
