Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF, omfatter Claro Advisors LLC, Quantinno Capital Management LP, Concurrent Investment Advisors, LLC, Seven Springs Wealth Group, LLC, Financial Management Professionals, Inc., og Global Retirement Partners, 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 | Susquehanna International Group, Llp | 6.949 | 142,97 | 611 | 153,53 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2.277 | 200 | ||||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 553.927 | 38,30 | 43.206 | 41,18 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7.967 | 0,35 | 701 | 4,48 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3.508 | 9,56 | 294 | 16,67 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 930 | 212,08 | 78 | 239,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4.265 | 18,90 | 375 | 24,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75,00 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19.018 | 6,87 | 1.673 | 11,32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35.895 | 29,96 | 3.135 | 35,48 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.352 | 0,15 | 119 | 4,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.130 | 571,92 | 187 | 619,23 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24.148 | 6,84 | 2.026 | 13,88 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3.060 | 11,84 | 257 | 19,07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.743 | 329 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4.652 | 409 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 956 | 65,68 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.143 | 0,14 | 188 | 4,44 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.711 | 150 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 48.398 | 14,42 | 4.061 | 21,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 437 | 0,23 | 38 | 5,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 288.239 | 2,10 | 25.354 | 6,36 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.361 | 296 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 66.342 | 4,23 | 5.835 | 8,56 | ||||
| 2025-06-26 | NP | URINX - Target Retirement Income Fund | 106.772 | 27,41 | 8.158 | 24,82 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.339 | 294 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 86.218 | 3,66 | 7.584 | 7,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28.566 | 0,04 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66.718 | 15,50 | 5.869 | 20,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.977 | 0,74 | 790 | 4,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 60 | 5 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3.091 | 0,29 | 272 | 4,23 |
