Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity Disruptive Technology ETF, omfatter Principal Securities, Inc., Pnc Financial Services Group, Inc., Cheviot Value Management, LLC, Steward Partners Investment Advisory, Llc, og HighMark Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8.435 | 1,81 | 329 | 26,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 94.815 | 693,03 | 3.699 | 883,51 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 5 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 197 | 8 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4.321 | 3,30 | 169 | 28,24 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 21.405 | 835 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20.942 | 817 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 16.254 | 634 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 | 25,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 943 | 369,15 | 37 | 500,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6.000 | 234 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42.308 | 7,90 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39.139 | 13,95 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 625 | 24 |
