Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January, omfatter Gradient Investments LLC, og Pensionmark Financial Group, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 97.227 | 0,84 | 4.883 | 8,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.007 | 36,11 | 201 | 46,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.454 | 4.746,67 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18.865 | 905 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 83.628 | 12,38 | 4.200 | 21,04 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 6.154 | 1,27 | 309 | 9,19 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 26.225 | 1,50 | 1.317 | 9,39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 101.425 | 3,59 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 131.161 | 3,74 | 6.588 | 11,74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36.134 | 14,88 | 1.815 | 23,74 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 512.656 | 5,76 | 25.748 | 13,90 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17.145 | 2,36 | 861 | 10,24 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4.050 | 203 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3.926 | 201 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13.404 | 31,00 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15.828 | 30,15 | 795 | 40,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.130 | 57 | ||||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 51.349 | 3,12 | 2.579 | 11,02 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654.965 | 19,04 | 33 | 28,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 99.374 | 12,51 | 4.991 | 21,20 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19.248 | 303,95 | 967 | 335,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1.180 | 138,38 | 59 | 7,27 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 157.366 | 357,71 | 7.338 | 345,27 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 369.781 | 2,21 | 17.128 | -3,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.867 | 48,76 | 94 | 55,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9.775 | 1.727,10 | 491 | 1.941,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16.769 | 842 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12.944 | 5,61 | 650 | 13,84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55.073 | 4,74 | 2.766 | 12,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170.092 | 950,21 | 8.604 | 1.039,60 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5.565 | 76,44 | 260 | 71,52 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 56.408 | 2,57 | 2.833 | 10,49 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 113.130 | 0,83 | 5.682 | 8,58 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 27.875 | 1.400 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 39.806 | 0,25 | 1.999 | 8,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 248.975 | 0,01 | 12.505 | 7,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 130.253 | 16,16 | 6.541 | 25,11 |
