Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ProShares Trust - ProShares Large Cap Core Plus, omfatter First Trust Advisors Lp, Kingswood Wealth Advisors, Llc, Wealth Enhancement Advisory Services, Llc, og ORG 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Manchester Financial Inc | 13.695 | 49,92 | 965 | 65,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35.427 | 0,11 | 2.497 | 10,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 190 | 13 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14.050 | 0,01 | 1 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9.150 | 142,96 | 645 | 169,46 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 181 | 13 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9.218 | 5,71 | 650 | 16,94 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5.177 | 365 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 120.487 | 25,91 | 8.491 | 39,25 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 101.183 | 0,22 | 7.130 | 10,83 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6.129 | 0,02 | 432 | 10,51 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3.159 | 223 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 621 | 0,32 | 44 | 10,26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.472 | 4,10 | 456 | 15,15 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2.845 | 200 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2.848 | 184,80 | 201 | 217,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4.535 | 0,11 | 320 | 10,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.896 | 206 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 369 | 26 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45.730 | 17,53 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3.929 | 0,26 | 278 | 10,80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 59.868 | 0,14 | 4.219 | 10,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29.970 | 1,00 | 2.112 | 11,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41.492 | 87,14 | 2.924 | 107,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 141 | 0,71 | 10 | 0,00 |
