Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF, omfatter Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Legacy Private Trust Co., Brown Advisory Inc, Foundry Financial Group, Inc., Wealth Enhancement Advisory Services, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 118.291 | 16,01 | 2.686 | 15,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146.973 | 1,68 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16.246 | 0,74 | 369 | 0,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 168.576 | 11,92 | 3.828 | 11,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 37.262 | 74,33 | 846 | 74,07 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12.837 | 5,59 | 292 | 5,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19.764 | 79,07 | 449 | 78,88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 28.555 | 648 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139.894 | 5,77 | 3.203 | 6,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65.917 | 17,19 | 1.497 | 16,97 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 118.476 | 8,34 | 2.691 | 8,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73.757 | 56,22 | 1.675 | 56,10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47.862 | 14,68 | 1.087 | 14,44 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 14.350 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13.288 | 302 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22.085 | 502 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148.285 | 7,80 | 3.368 | 7,64 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15.420 | 0,74 | 350 | 0,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9.785 | 0,74 | 222 | 0,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11.158 | 27,53 | 253 | 27,14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.526 | 25,56 | 284 | 25,66 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12.084 | 160,77 | 274 | 160,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.482 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 187.892 | 28,67 | 4.267 | 28,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 234.965 | 13,15 | 5.336 | 13,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25.791 | 46,32 | 586 | 46,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17.350 | 2,64 | 394 | 2,60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 119.651 | 37,90 | 2.717 | 37,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69.334 | 19,06 | 1.575 | 18,88 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22.830 | 9,63 | 518 | 9,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 26.155 | 20,31 | 594 | 20,04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 38.190 | 8,21 | 867 | 8,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 65.794 | 26,96 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 134.189 | 47,45 | 3.047 | 47,27 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 21.251 | 3,38 | 483 | 3,21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10.642 | 0,73 | 242 | 0,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9.062 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154.598 | 5,96 | 3.511 | 5,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.125 | 0,76 | 48 | 2,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7.461 | 91,70 | 169 | 92,05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 778 | 6,87 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65.779 | 9,19 | 1.494 | 9,06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 216.812 | 2,55 | 4.924 | 2,41 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9.528 | 216 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 610.608 | 90,38 | 13.867 | 90,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215.478 | 0,97 | 4.894 | 0,82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34.280 | 13,60 | 778 | 13,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75.968 | 2,99 | 1.725 | 2,86 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9.310 | 0,61 | 211 | 0,48 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48.095 | 2,35 | 1.092 | 2,25 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 286.752 | 60,96 | 6.512 | 60,75 |
