Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF, omfatter Congress Wealth Management LLC / DE /, Laurel Wealth Planning LLC, Empowered Funds, LLC, GDMA - Gadsden Dynamic Multi-Asset ETF, Cresset Asset Management, LLC, Clarity Asset Management, Inc., Beaumont Capital Management, LLC, DMG Group, LLC, VisionPoint Advisory Group, LLC, Ieq Capital, Llc, Transamerica Financial Advisors, Inc., Belpointe Asset Management LLC, Trademark Financial Management, LLC, Hanlon Investment Management, Inc., Ascent Group, LLC, Satovsky Asset Management Llc, Future You Wealth Llc, Cerity Partners LLC, Ignite Planners, LLC, og Janney Montgomery Scott 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 | Ieq Capital, Llc | 36.291 | 1.019 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 248.858 | 6.985 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 63 | 2 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 20.530 | 576 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62.910 | 206,67 | 1.766 | 228,07 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56.091 | 1.574 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 14.890 | 418 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 302.046 | 8.478 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84.678 | 51,36 | 2.377 | 61,74 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 12.157 | 58,23 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 807 | 23 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28.649 | 804 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 154.299 | 1.634,48 | 4.331 | 1.758,80 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 50.255 | 12,03 | 1.411 | 19,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 154.544 | 4.338 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19.417 | 102,89 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 17.689 | 497 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5.626 | 31,14 | 158 | 40,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88.411 | 20,12 | 2.482 | 28,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 300 | 8 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 24.264 | 681 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42.844 | 4.467,59 | 1.203 | 4.908,33 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 20.892 | 586 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.284 | 92 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 10.320 | 285 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 434.411 | 33,25 | 12.188 | 42,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3.007.707 | 3.037.987,88 | 84.426 | 4.221.200,00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 404.843 | 11.346 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.421 | 0,29 | 68 | 6,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31.673 | 499,53 | 889 | 544,20 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 898.480 | 4,29 | 25.220 | 11,48 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 9.300 | 261 | ||||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 19.920 | 559 | ||||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 403.746 | 11.333 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.403 | 236 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23.530 | 660 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 80.125 | 2.249 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101.166 | 0,26 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 411.335 | 11.546 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 14.514 | 407 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 150.318 | 10,51 | 4.220 | 18,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134.413 | 3.773 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 459.289 | 12.892 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 189.152 | 1.388,21 | 5.309 | 1.494,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 107.624 | 10,93 | 3.021 | 18,57 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 36.236 | 1.017 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 824.784 | 280,33 | 23.152 | 306,59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.519 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 839 | 24 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 128.711 | 3.613 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1.092.802 | 30.675 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 329 | 306,17 | 9 | 350,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10.950 | 307 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 179.140 | 12,61 | 5.025 | 20,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 793.995 | 1,71 | 22.287 | 8,71 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60.858 | 1.708 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10.768 | 10,68 | 302 | 18,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53.822 | 1,19 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21.684 | 609 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.217 | 3.149,49 | 90 | 4.400,00 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 3.189 | 90 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 23.331 | 1,66 | 655 | 8,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.296 | 0 |
