Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Professionally Managed Portfolios - Congress Intermediate Bond ETF, omfatter National Asset Management, Inc., Snowden Capital Advisors LLC, og LPL Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.470 | 7,61 | 261 | 8,30 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 203.189 | 7,37 | 5.068 | 8,02 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 637.206 | 23,01 | 15.892 | 23,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 59.908 | 448,81 | 1.494 | 453,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2.715.409 | 9,13 | 67.722 | 9,80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 168.284 | 7,48 | 4.197 | 8,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 334.366 | 412,19 | 8.339 | 422,82 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 96.977 | 6,15 | 2.419 | 6,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 46.030 | 1.148 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42.148 | 6,73 | 1.051 | 7,35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 20.286 | 506 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56.305 | 20,02 | 1.404 | 20,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.678.630 | 5,04 | 66.805 | 5,68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 27.799 | 693 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 11.861 | 1,90 | 296 | 2,43 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 49.949 | 3,73 | 1.245 | 4,36 |
