Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETF Series Solutions - Aptus Defined Risk ETF, omfatter Wealth Advisory Team LLC, Wealthcare Advisory Partners LLC, Uniting Wealth Partners, LLC, Betterment LLC, Independent Advisor Alliance, Gladstone Institutional Advisory LLC, Creekmur Asset Management LLC, O'shaughnessy Asset Management, Llc, Jones Financial Companies Lllp, og FSA Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 665.809 | 47,91 | 18.962 | 54,48 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 337.108 | 9.688 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 276.504 | 0,30 | 7.947 | 5,71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11.549 | 332 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 62 | 1,64 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 309 | 9 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.889.912 | 32,18 | 169.276 | 39,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75.311 | 29,89 | 2.164 | 36,88 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 692.381 | 26,36 | 19.899 | 33,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 849 | 58,99 | 24 | 71,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.691.093 | 3,71 | 48.602 | 9,30 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 314.267 | 1,24 | 9.032 | 6,70 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 152.256 | 84,96 | 4.376 | 94,96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 529.746 | 5,22 | 15.225 | 10,89 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 178.927 | 5,05 | 5.156 | 11,00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 696.714 | 10,01 | 20.024 | 15,94 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.948.757 | 6,14 | 113.487 | 11,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | SWS Partners | 139.249 | 13,12 | 4.002 | 19,25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 75.958 | 2.183 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 127.784 | 0,81 | 3.673 | 122.300,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19.593 | 1,02 | 563 | 6,63 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 185.083 | 5.319 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 942 | 27 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 790.059 | 44,76 | 22.762 | 50,95 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 266.739 | 4,61 | 7.666 | 10,25 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7.474 | 215 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 133.219 | 11,00 | 3.829 | 16,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 391 | 11 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 310.229 | 10,90 | 8.916 | 16,44 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1.163.855 | 9,71 | 33.449 | 15,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13.229.192 | 12,05 | 380.207 | 18,09 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1.419.615 | 5,55 | 40.800 | 11,24 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 27.929 | 803 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 13.180 | 376 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51.374 | 2.458,47 | 1.477 | 2.633,33 | ||||
| 2025-08-12 | 13F | Bokf, Na | 23.712 | 15,58 | 681 | 21,82 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 397.185 | 11.415 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.813 | 57,93 | 52 | 67,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14.790 | 199,27 | 425 | 214,81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 867.479 | 10,70 | 24.931 | 16,66 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 567.477 | 7,36 | 16.201 | 12,40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 556 | 16 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 18.466 | 531 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18.655 | 536 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 110.336 | 1,86 | 3.171 | 7,38 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 261.886 | 25,38 | 7.527 | 32,13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43.405 | 18,58 | 1.247 | 24,95 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 212.099 | 176,04 | 6.098 | 191,03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 243.832 | 6,78 | 7.008 | 12,53 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1.259.871 | 2,62 | 36.209 | 8,15 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 10.800 | 3,92 | 310 | 9,54 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 166.475 | 18,61 | 4.784 | 25,01 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1.000.441 | 2,46 | 28.753 | 7,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 412.087 | 12,30 | 11.843 | 18,36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19.824 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.348.845 | 2,27 | 96.246 | 7,78 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.068.085 | 1,58 | 30.697 | 7,05 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 407.274 | 14,99 | 11.705 | 21,19 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1.619.018 | 4,26 | 46.531 | 9,88 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 433.292 | 12 |
