Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March, omfatter McElhenny Sheffield Capital Management, LLC, og Stuart Chaussee & Associates, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2.524 | 70,77 | 124 | 83,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 56.532 | 10,36 | 2.772 | 18,87 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.913 | 0,54 | 731 | 8,30 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 9.000 | 8,43 | 441 | 16,98 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 22.008 | 6,14 | 1.079 | 14,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21.498 | 322,03 | 1.054 | 356,28 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19.416 | 13,72 | 952 | 22,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.832 | 14,80 | 188 | 23,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75.019 | 125,76 | 3.679 | 143,09 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 19.326 | 948 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 30.728 | 16,79 | 1.507 | 25,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.215 | 60 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58.403 | 10,50 | 2.864 | 19,04 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 26.937 | 26,64 | 1.321 | 36,47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6.250 | 288 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 4.300 | 211 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 525.039 | 1.496,59 | 25.748 | 1.619,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 134.891 | 2,18 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.003 | 19,08 | 98 | 27,27 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 231.000 | 229 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 423.681 | 2,10 | 20.778 | 9,96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 18.226 | 2,58 | 894 | 10,38 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 378.795 | 1,31 | 17.125 | -2,79 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.787 | 0 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4.669 | 2,80 | 229 | 10,68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 320 | 100,00 | 16 | 114,29 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 10.863 | 1,44 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43.194 | 4,86 | 2.118 | 12,96 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5.947 | 1,09 | 292 | 8,99 |
