Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF, omfatter Reliant Wealth Planning, Accurate Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, og BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 180.338 | 11,00 | 4.425 | 11,26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.369 | 136,90 | 58 | 141,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17.594 | 0,67 | 432 | 0,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 85.616 | 4,59 | 2.101 | 4,89 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 29.864 | 187,40 | 733 | 188,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193.682 | 0,76 | 4.753 | 1,00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 19.455 | 0,20 | 477 | 0,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 87.334 | 0,67 | 2.143 | 0,94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149.126 | 5,61 | 3.660 | 5,87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 44.786 | 14,09 | 1.099 | 14,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13.572 | 6,87 | 333 | 7,42 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.063 | 100 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 140.705 | 7,65 | 3.453 | 7,91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11.777 | 24,93 | 289 | 25,22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74.986 | 16,97 | 1.840 | 17,27 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.595 | 23,34 | 284 | 23,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12.629 | 103,89 | 310 | 104,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 117.878 | 8,85 | 2.893 | 9,13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 114.183 | 20,68 | 2.802 | 20,98 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 10.065 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 312.416 | 8,18 | 7.667 | 8,45 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 20.380 | 500 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25.178 | 46,30 | 618 | 46,56 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28.084 | 688 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 29.632 | 0,04 | 727 | 0,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148.620 | 9,13 | 3.647 | 9,42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 69.972 | 2 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 44.214 | 0,84 | 1.085 | 1,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 101.564 | 37,77 | 2.492 | 38,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32.042 | 0,23 | 786 | 0,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8.406 | 1,05 | 206 | 1,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15.744 | 0,13 | 386 | 0,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83.409 | 19,88 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 93.899 | 12,53 | 2.304 | 12,83 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 45.374 | 11,73 | 1.113 | 11,97 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14.123 | 347 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12.257 | 0,59 | 301 | 0,67 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 116.560 | 16,31 | 2.860 | 16,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 239 | -7,75 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 290.279 | 7,07 | 7.123 | 7,34 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16.537 | 0,67 | 406 | 0,75 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 22.066 | 542 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2.542 | 0,20 | 62 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53.422 | 14,00 | 1.311 | 14,21 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 26.314 | 12,10 | 646 | 12,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 431.703 | 7,83 | 10.594 | 8,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20.818 | 4,07 | 511 | 4,29 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 83.356 | 2.046 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9.000 | 221 |
