Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco BulletShares 2030 High Yield Corporate Bond ETF, omfatter Mercer Global Advisors Inc /adv, Milestones Private Investment Advisors LLC, We Are One Seven, LLC, Alaska Permanent Capital Management, BridgePort Financial Solutions, LLC, og Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 281.467 | 5,04 | 7.322 | 7,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42.019 | 267,40 | 1.090 | 274,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 129.608 | 2,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53.772 | 34,44 | 1.399 | 37,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 240.471 | 2.866,95 | 6.256 | 2.936,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 28.966 | 104,24 | 754 | 108,59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29.633 | 6,32 | 771 | 8,45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 258.300 | 6.720 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14.720 | 37,72 | 382 | 40,44 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 336.228 | 2,11 | 8.715 | 2,54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.762 | 2,05 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 8.229 | 214 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15.730 | 144,07 | 409 | 149,39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6.450 | 124,74 | 168 | 128,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 237.888 | 24,65 | 6.189 | 27,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37.680 | 84,83 | 980 | 88,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6.428 | 224,97 | 167 | 234,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 46.256 | 21,30 | 1.203 | 23,89 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18.921 | 492 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16.810 | 0,10 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 395.490 | 1.670,01 | 10.289 | 1.708,08 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 13.780 | 4,67 | 358 | 6,87 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 296.187 | 2,22 | 7.705 | 4,33 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7.856 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 523.003 | 89,12 | 13.606 | 93,01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 156.243 | 23,50 | 4.065 | 26,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4.141 | 0,41 | 108 | 1,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.352 | 191 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 34.508 | 898 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30.648 | 797 |
