Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF, omfatter Modern Wealth Management, LLC, FSM Wealth Advisors, LLC, Old Mission Capital Llc, og Smartleaf Asset 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36.938 | 46,09 | 2.147 | 54,46 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2.225 | 0,41 | 129 | 6,61 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.623 | 29,46 | 385 | 37,01 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9.173 | 544 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1.614 | 1,64 | 94 | -1,06 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 1.372 | 6,19 | 80 | 11,27 | ||||
2025-08-14 | 13F | UBS Group AG | 15.411 | 39,26 | 896 | 47,20 | ||||
2025-07-21 | 13F | Impact Investors, Inc | 11.855 | 689 | ||||||
2025-07-30 | 13F | Ethic Inc. | 7.349 | 2,74 | 428 | 8,65 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 279 | 19,74 | 16 | 23,08 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12.022 | 1,86 | 699 | 7,55 | ||||
2025-07-25 | 13F | Natural Investments, Llc | 38.708 | 0,76 | 2 | 0,00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 23 | 1 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 8.722 | 507 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 38.997 | 39,25 | 2.267 | 47,14 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 4.819 | 1,88 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 64.317 | 0,58 | 3.739 | 6,31 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 20.408 | 3,22 | 1.186 | 9,11 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 6.715 | 2,52 | 402 | 10,77 | ||||
2025-08-08 | 13F | Creative Planning | 4.178 | 0,02 | 243 | 5,68 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 57.982 | 0,47 | 3.370 | 6,21 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 51.652 | 3.003 |