Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF, omfatter Orion Portfolio Solutions, LLC, LPL Financial LLC, CFS Investment Advisory Services, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Koshinski Asset Management, Inc., Mowery & Schoenfeld Wealth Management, LLC, og Morgan Stanley .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 144.331 | 3.571 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4.234 | 105 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 57.586 | 57,28 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.750.150 | 120.732,60 | 68.039 | 121.396,43 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.095 | 274 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40.560 | 139,04 | 1.003 | 137,68 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9.398 | 233 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 27.856 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 331.154 | 27,07 | 8.193 | 26,38 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.340.523 | 25,62 | 132.125 | 24,94 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 101.242 | 35,01 | 2.505 | 34,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 901 | 22 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4.251.361 | 105.753 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40.931 | 1.013 |
