Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - May, omfatter Centaurus Financial, Inc., Simplicity Wealth,LLC, Advisory Services Network, LLC, City Center Advisors, LLC, Merit Financial Group, LLC, Congress Wealth Management LLC / DE /, New England Capital Financial Advisors LLC, og IFP Advisors, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.169 | 6,09 | 813 | 9,88 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.367 | 205 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8.665 | 241 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 97.954 | 75,04 | 2.729 | 81,45 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 181 | 5 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13.120 | 366 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 55.621 | 1.555 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 137.859 | 4 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 240.754 | 24,79 | 6.710 | 29,39 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.609 | 13,39 | 268 | 17,62 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 30.268 | 94,55 | 844 | 101,67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 72.000 | 2.006 |
