Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Strategy Shares - Eventide US Market ETF, omfatter Legacy Wealth Asset Management, LLC, Geneos Wealth Management Inc., Kestra Advisory Services, LLC, SageOak Financial, LLC, Susquehanna International Group, Llp, First Heartland Consultants, Inc., Strategic Blueprint, LLC, OneAscent Wealth Management LLC, Citadel Advisors Llc, Atria Investments Llc, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, GeoWealth Management, LLC, og Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 221.970 | 5.769 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30.918 | 289,89 | 804 | 329,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68.859 | 1.790 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53.179 | 1.382 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96.322 | 2.503 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 37.297 | 969 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 57.230 | 1.487 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24.965 | 1 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 224 | 6 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1.392.152 | 5,92 | 36.184 | 16,61 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 13.016 | 33,05 | 338 | 46,96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43.255 | 3,45 | 1.124 | 13,88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 28.269 | 19,22 | 735 | 31,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41.873 | 142,24 | 1 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 473.532 | 637,95 | 12.308 | 712,34 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14.201 | 10,95 | 369 | 22,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35.994 | 936 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.427 | 37 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22.758 | 128,77 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 34.627 | 900 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 493.521 | 2.499,81 | 13.036 | 2.809,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45.223 | 3.333,79 | 1.175 | 3.690,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 222.365 | 274,18 | 5.780 | 311,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13.979 | 0,94 | 369 | 13,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21.348 | 555 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.103 | 211 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 | 0 |
