Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF, omfatter Sensible Financial Planning & Management, LLC., Maseco Llp, SRS Capital Advisors, Inc., Clarion Wealth Managment Partners, LLC, Blue Zone Wealth Advisors, LLC, Raymond James Financial Inc, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, Plante Moran Financial Advisors, LLC, og Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 5.165 | 9,54 | 245 | 15,09 | ||||
| 2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 215.627 | 1,71 | 10.212 | 12,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.898 | 5,40 | 421 | 16,30 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 28.050 | 0,09 | 1.328 | 10,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.662 | 148,06 | 79 | 178,57 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 6.048 | 286 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 19.490 | 5.717,91 | 923 | -0,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.406 | 161 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 276.775 | 11,40 | 13.108 | 22,81 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 19.939 | 9,39 | 944 | 20,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 39.065 | 1,64 | 1.850 | 12,05 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 19.775 | 10,31 | 937 | 21,56 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11.803 | 21,58 | 559 | 33,81 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 84 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104.992 | 4.972 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 739 | 5,27 | 35 | 16,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 217.453 | 11,01 | 10.299 | 22,38 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.086 | 861 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 7.664 | 1,64 | 363 | 12,07 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 13.872 | 657 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 60.387 | 0,42 | 2.860 | 10,69 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4.560 | 216 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 8.735 | 2,60 | 414 | 13,15 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 57.113 | 131,41 | 2.705 | 155,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6.524 | 282,42 | 309 | 321,92 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1.833 | 1,16 | 87 | 11,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17.640 | 2,60 | 835 | 13,14 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 9.374 | 37,29 | 441 | 43,79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 73 | 1,39 | 3 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.108 | 0,62 | 147 | 11,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7.892 | 11,93 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 6.808 | 1,16 | 322 | 11,42 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 18.239 | 8,31 | 864 | 19,36 | ||||
| 2025-07-15 | 13F | Maseco Llp | 12.659 | 599 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 15 | 1 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 13.780 | 1,56 | 653 | 12,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.609 | 28,32 | 787 | 41,37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71.923 | 18,11 | 3.406 | 30,20 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 10.263 | 0,34 | 486 | 10,71 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 6.841 | 1,65 | 324 | 11,76 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 640 | 30 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19.230 | 3,13 | 911 | 13,61 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 4.750 | 1,65 | 225 | 12,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 296 | 14 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 166.888 | 10,80 | 7.904 | 22,15 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 8.177 | 53,99 | 387 | 69,74 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 448.492 | 11,47 | 21.241 | 22,88 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12.905 | 74,86 | 611 | 92,74 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 7.315 | 0,47 | 346 | 10,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 52.623 | 137,28 | 2.492 | 161,76 |
