Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF, omfatter Shorepoint Capital Partners LLC, Daymark Wealth Partners, Llc, RFG Advisory, LLC, Armor Investment Advisors, LLC, SK Wealth Management, LLC, Kestra Advisory Services, LLC, B&l Asset Management Llc, og Financial Insights, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 159.657 | 4.067 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 70.706 | 1.801 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 72.496 | 1.847 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.809 | 13,10 | 1.299 | 15,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40.327 | 1.027 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 197.193 | 4.955 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 21.133 | 538 | ||||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 21.586 | 550 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 19.746 | 0,43 | 503 | 1,62 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 62.075 | 1.589 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 796.000 | 3,24 | 20 | 5,26 |
