Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Tidal Trust II - Roundhill Generative AI & Technology ETF, omfatter Marshall Wace, Llp, Ashton Thomas Private Wealth, LLC, Equitable Holdings, Inc., Toroso Investments, LLC, Cetera Investment Advisers, Kcm Investment Advisors Llc, Brookstone Capital Management, Raymond James Financial Inc, Jpmorgan Chase & Co, Spire Wealth Management, Evolution Wealth Management Inc., Legacy Investment Solutions, LLC, Geneos Wealth Management Inc., Group One Trading, L.p., Larson Financial Group LLC, FSA Wealth Management LLC, Roble, Belko & Company, Inc, Armstrong Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 56 | 3 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 971 | 47 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 893 | 44 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4.720 | 230 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4.142 | 202 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 5.223 | 255 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.000 | 49 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 100 | 5 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 216 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.113 | 298 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 509 | 25 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7.571 | 23,07 | 369 | 72,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23.214 | 248,72 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11.017 | 1,57 | 537 | 42,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23.876 | 284,04 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 65.613 | 43,68 | 3.201 | 101,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11.400 | 225,71 | 556 | 359,50 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4.500 | 21,62 | 220 | 71,09 | |||
| 2025-08-14 | 13F | UBS Group AG | 244 | 144,00 | 12 | 266,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32.044 | 0,80 | 1.563 | 41,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 | 50,00 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4.707 | 230 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 259.180 | 16,24 | 12.643 | 62,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 10.984 | 55,38 | 536 | 117,48 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 6.400 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 206 | 10,75 | 10 | 66,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 250 | 12 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9.950 | 35,37 | 485 | 89,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.545 | 75 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13.393 | 60,63 | 653 | 125,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.283 | 127,08 | 63 | 226,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 47.226 | 9,50 | 2.304 | 53,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.908 | 0,67 | 434 | 40,91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.300 | 63 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 282.650 | 14,69 | 13.788 | 60,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5.682 | 277 |
