Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF, omfatter Elequin Capital Lp, Accurate Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Landaas & Co /wi /adv, Ameriprise Financial Inc, Legacy Private Trust Co., SNS Financial Group, LLC, Western Wealth Management, LLC, Coastal Bridge Advisors, LLC, BRYN MAWR TRUST Co, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18.202 | 2,16 | 427 | 1,91 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8.554 | 201 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.435 | 34 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 183.010 | 9,90 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 315.561 | 13,08 | 7.406 | 12,69 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128.734 | 11,75 | 3.021 | 11,39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49.939 | 0,44 | 1.172 | 0,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.587 | 0,38 | 37 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 201.020 | 2,40 | 4.741 | 2,55 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27.514 | 646 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.100 | 214 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 133.095 | 44,41 | 3.124 | 43,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33.220 | 7,69 | 780 | 7,30 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9.823 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.200 | 99 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15.014 | 0,73 | 352 | 0,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 165.074 | 6,31 | 3.874 | 5,96 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11.175 | 262 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 15.923 | 1,02 | 374 | 0,54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10.984 | 6,71 | 258 | 6,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 42.784 | 0,72 | 1.004 | 0,40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.238 | 25,42 | 287 | 25,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15.762 | 19,23 | 370 | 18,65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89.127 | 9,52 | 2.092 | 9,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17.241 | 55,18 | 404 | 54,79 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12.061 | 283 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 75.387 | 17,37 | 1.769 | 17,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 120.405 | 52,68 | 2.826 | 52,13 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 22.857 | 539 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21.380 | 502 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 23.226 | 38,23 | 545 | 37,97 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 29.061 | 28,66 | 682 | 28,44 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46.275 | 14,54 | 1.086 | 14,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 63.104 | 13,88 | 1.481 | 13,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257.482 | 11,47 | 6.043 | 11,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 59.049 | 321,33 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 58.267 | 6,33 | 1.368 | 5,97 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 34.337 | 0,96 | 806 | 0,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 445.666 | 1,14 | 10.460 | 0,79 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 22.808 | 10,65 | 535 | 10,31 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11.221 | 263 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14.690 | 16,45 | 345 | 15,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73.984 | 22,43 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.867 | 47,03 | 419 | 46,50 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 16.977 | 11,85 | 398 | 11,48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30.820 | 0,06 | 723 | -0,28 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 16.977 | 398 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 89.011 | 2.089 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 303 | -37,14 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15.403 | 0,20 | 363 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 106.949 | 1,85 | 2.510 | 1,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169.885 | 7,45 | 3.987 | 7,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.949 | 586,80 | 210 | 600,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.236 | 0,72 | 52 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 293.809 | 7,34 | 6.896 | 6,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49.476 | 7,40 | 1.161 | 7,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24.312 | 17,95 | 571 | 17,53 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10.665 | 250 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 426.482 | 25,84 | 10.010 | 25,41 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10.659 | 0,73 | 250 | 0,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8.566 | 0,63 | 201 | 0,50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78.411 | 0,06 | 1.840 | -0,27 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48.346 | 3,27 | 1.135 | 2,90 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16.980 | 29,32 | 399 | 28,80 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25.872 | 49,36 | 607 | 49,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24.058 | 3,67 | 565 | 3,30 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 11.040 | 259 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 140.666 | 3.301 |
