Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iPath Bloomberg Commodity Index Total Return ETN - Structured Product, omfatter Cassaday & Co Wealth Management LLC, Proficio Capital Partners LLC, Patten Group, Inc., Lyell Wealth Management, Lp, Matrix Trust Co, og Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Matrix Trust Co | 4.219 | 0 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2.102.164 | 2,48 | 71.432 | -1,38 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 100.575 | 3.418 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12.440 | 11,42 | 423 | 7,11 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 15.480 | 1,53 | 526 | -2,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.296 | 78 | ||||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 19 | |||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 77.785 | 1,08 | 2.720 | 5,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12.860 | 2,17 | 437 | -1,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35.314 | 0,12 | 1.200 | -3,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.132 | 548 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66.900 | 604,21 | 2.273 | 578,51 | |||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9.168 | 3,22 | 312 | -0,64 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 7.072 | 11,18 | 240 | 7,14 | ||||
| 2025-07-08 | 13F | Cultivar Capital, Inc. | 139.255 | 7,39 | 4.732 | 3,34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 196.598 | 3,55 | 6.680 | -0,36 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 473.935 | 0,69 | 16.104 | -3,10 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 18.589 | 632 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 172.342 | 4,75 | 5.856 | 0,81 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5.265 | 0,27 | 179 | -3,78 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 6.350 | 216 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 108.550 | 101,02 | 3.689 | 93,49 | ||||
| 2025-08-08 | 13F | Croban | 40.273 | 4,72 | 1.368 | 0,81 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6.050 | 32,36 | 206 | 27,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 129.601 | 19,40 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 57 | 2 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 34.125 | 0,11 | 1.160 | -3,66 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27.495 | 0,79 | 934 | -3,01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 36.819 | 1.251 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19.506 | 14,57 | 663 | 10,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 119.289 | 4 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146 | 5 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1.301.137 | 44.213 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 26.164 | 168,10 | 889 | 158,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 8.716 | 20,37 | 296 | 27,59 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 76.800 | 2,13 | 2.610 | -1,73 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10.344 | 16,85 | 351 | 12,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 117 | -5,69 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 49.081 | 7,36 | 1.668 | 3,28 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8.298 | 1,05 | 282 | -2,77 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 113.095 | 3.843 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.268 | 126,57 | 77 | 120,00 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 40.273 | 558,06 | 1.368 | 533,33 |
