Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Strategy Shares - Eventide High Dividend ETF, omfatter O'Connor Financial Group LLC, Geneos Wealth Management Inc., Susquehanna International Group, Llp, SageOak Financial, LLC, AIFG Consultants Ltd., Financial Advocates Investment Management, OneAscent Investment Solutions LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Royal Bank Of Canada, og GeoWealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.023 | 97,32 | 77 | 100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334.248 | 20,35 | 8.491 | 22,83 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 9.195 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37.178 | 944 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 510.605 | 3.276,12 | 12.971 | 3.349,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123.502 | 190,22 | 3.137 | 196,22 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 264.553 | 10,63 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 273.505 | 4,17 | 6.948 | 6,30 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10.457 | 266 | ||||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 6.192 | 12,64 | 157 | 15,44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44.958 | 1.142 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131.359 | 13,66 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68.351 | 143,75 | 1.736 | 149,07 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 27.762 | 6,92 | 705 | 9,13 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 209.941 | 5.381 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 31.609 | 803 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 869 | 21,37 | 22 | 29,41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17.054 | 8,60 | 433 | 11,03 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 37.770 | 22,79 | 959 | 25,36 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 900.997 | 27,29 | 23 | 29,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31.242 | 37,77 | 794 | 40,60 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 35.159 | 3,43 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.247 | 32 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 29.518 | 750 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 30.295 | 4,86 | 770 | 6,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6.423 | 163 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 907.915 | 5,89 | 23.064 | 8,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21.105 | 1.910,00 | 536 | 1.961,54 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 542 | 14 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32.798 | 1,26 | 833 | 3,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52.276 | 48,59 | 1.328 | 51,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 169.778 | 19,14 | 4.351 | 22,70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10.113 | 0,76 | 257 | 2,81 |
