Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AdvisorShares Trust - AdvisorShares Focused Equity ETF, omfatter Perennial Investment Advisors, LLC, Aviso Financial Inc., Raymond James Financial Inc, Bank Of Montreal /can/, og Jpmorgan Chase & Co .
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 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.254 | 0,46 | 228 | 8,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 3.025 | 202,50 | 198 | 209,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6.844 | 13,84 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.231 | 86 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11.245 | 7,91 | 787 | 15,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.834 | 1,54 | 268 | 8,50 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 7.907 | 1,28 | 554 | 8,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 85.650 | 52,20 | 5.996 | 62,73 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 41.434 | 5,05 | 2.901 | 12,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4.861 | 52,33 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 12.431 | 38,35 | 870 | 47,96 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 3.114 | 218 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.795 | 336 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.565 | 72,93 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 47 | 3 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 13.299 | 0,48 | 931 | 7,39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8.525 | 3,79 | 597 | 10,99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3.717 | 0 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 64.687 | 184,45 | 4.528 | 204,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37.816 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35.671 | 9,60 | 2.497 | 17,23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 372 | 86,00 | 26 | 100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 275 | 19 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4.045 | 283 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 330 | 0,30 | 23 | 9,52 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 122.115 | 3,66 | 8.549 | 10,84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4.238 | 17,10 | 297 | 25,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 103.776 | 17,26 | 7.265 | 25,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 84.522 | 6,42 | 5.917 | 13,79 |
