Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Trust for Professional Managers - Convergence Long/Short Equity ETF, omfatter Wealth Enhancement Advisory Services, Llc, Global Retirement Partners, LLC, Fifth Third Securities, Inc., Liberty Square Wealth Partners Llc, Rps Advisory Solutions Llc, Apollon Wealth Management, LLC, Bank of New York Mellon Corp, COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Nova Wealth Management, Inc., og New Millennium Group 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Good Life Advisors, LLC | 219.735 | 10,50 | 5.135 | 19,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 34.571 | 21,77 | 808 | 31,65 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 5.000 | 117 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 629.395 | 2,38 | 14.709 | 10,72 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 22.057 | 515 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33.520 | 48,19 | 783 | 60,45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 154.411 | 3.609 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 118.987 | 148,54 | 2.781 | 168,86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70.058 | 2 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 553 | 13 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80.839 | 90,58 | 1.889 | 106,22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 69.495 | 1.624 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 115.927 | 2.709 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 144.978 | 27,84 | 3.388 | 38,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193.283 | 4.556 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 9.665 | 2,44 | 226 | 10,84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40.965 | 42,15 | 957 | 62,48 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 14.777 | 345 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8.717 | 204 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 179.636 | 3,46 | 4.181 | 13,55 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 59.093 | 84,03 | 1.381 | 99,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.922 | 209 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19.323 | 94,06 | 0 |
