Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - First Trust TCW Securitized Plus ETF, omfatter Twin Peaks Wealth Advisors, LLC, og Pnc Financial Services Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 173 | 4 | ||||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 129.102 | 47,11 | 2.729 | 47,12 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 17.164 | 8,00 | 363 | 8,06 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 1.024.366 | 3,20 | 21.655 | 3,20 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.000 | 200,00 | 63 | 200,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2.030 | 43 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 1.019 | 60,73 | 21 | 61,54 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66.264 | 42,96 | 1.401 | 43,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 101.005 | 8,98 | 2.135 | 8,98 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 66.190 | 2,08 | 1.399 | 2,12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 809 | 0,12 | 17 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.364 | 29 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 457 | 0,88 | 10 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.617 | 34 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 226 | 5 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28.714 | 7,45 | 607 | 7,62 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.455 | 0,20 | 52 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19.948 | 4,45 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
