Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF, omfatter Ballast, Inc., Gradient Investments LLC, Fortis Capital Management LLC, Patriot Financial Group Insurance Agency, LLC, Cypress Wealth Services, LLC, Kingsview Wealth Management, LLC, Castle Rock Wealth Management, LLC, og Capital A Wealth Management, LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 20.934 | 82,93 | 698 | 90,19 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 281 | 32,55 | 9 | 50,00 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 36.613 | 110,80 | 1.222 | 119,21 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 28.170 | 23,95 | 940 | 28,81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9.351 | 2,03 | 312 | 6,12 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 15.128 | 50,50 | 505 | 51,81 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 78.574 | 8,26 | 2.621 | 12,54 | ||||
2025-08-12 | 13F | LPL Financial LLC | 48.515 | 52,61 | 1.619 | 58,63 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 48.898 | 3,64 | 1.631 | 7,73 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11.343 | 378 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 25.014 | 3,61 | 835 | 7,75 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 8.980 | 300 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 99.462 | 177,66 | 3.318 | 188,77 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15.444 | 20,66 | 515 | 25,61 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 334.632 | 17,62 | 11.164 | 22,29 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 172.400 | 19,10 | 6 | 25,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.000.525 | 13,19 | 33 | 17,86 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6.911 | 4,22 | 231 | 8,49 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6.709 | 225 | ||||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 54.977 | 774,73 | 1.834 | 812,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 463.317 | 22,04 | 15.456 | 26,88 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | 0 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 14.336 | 478 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 66.295 | 22,13 | 2.212 | 27,00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 28.240 | 942 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 692 | 1,47 | 23 | 9,52 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18.812 | 11,23 | 628 | 15,47 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15.310 | 511 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 50.361 | 35,29 | 2 | 0,00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 54.977 | 1.834 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 208.447 | 2,62 | 6.954 | 6,69 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 22.308 | 744 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 69.467 | 51,86 | 2.223 | 45,87 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49.898 | 17,26 | 2 | 0,00 |