Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity International Multifactor ETF, omfatter Raymond James Financial Inc, Apex Wealth Management, LLC, Envestnet Asset Management Inc, High Falls Advisors, Inc, Dentgroup LLC, LPL Financial LLC, Nwam Llc, Ameritas Advisory Services, LLC, Clarity Asset Management, Inc., Twin Peaks Wealth Advisors, LLC, Briaud Financial Planning, Inc, AE Wealth Management LLC, og Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 113.676 | 3.704 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 8.436 | 275 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 285 | 9 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17.336 | 565 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 9.609 | 313 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.361 | 305 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 34 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 15.423 | 95,60 | 502 | 117,32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.065 | 35 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15.357 | 500 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.637 | 216 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34.109 | 2,24 | 1.111 | 13,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20 | 1.900,00 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.236 | 33,35 | 1.605 | 47,93 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 878 | 29 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29.455 | 374,77 | 960 | 426,92 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 243.088 | 7.920 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 36.303 | 21,69 | 1.183 | 34,93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6.583 | 210 |
