Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF, omfatter Financial Advocates Investment Management, Raymond James Financial Inc, Ameritas Advisory Services, LLC, og Fmr 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7.672 | 244 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.649 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.830 | 58 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 84 | 3 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 151.123 | 1.942,75 | 4.797 | 2.206,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.619 | 1.930,37 | 210 | 2.233,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 12 | 140,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.451 | 56,21 | 78 | 75,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 26.325 | 19,30 | 836 | 34,46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 13.185 | 68,46 | 419 | 90,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 75.055 | 1,16 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 202 | 6 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 717 | 0,14 | 23 | 10,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 35.739 | 4,19 | 1.135 | 17,51 |
