Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF, omfatter RFG Advisory, LLC, Christopher J. Hasenberg, Inc, Creative Planning, Citadel Advisors Llc, Kestra Private Wealth Services, Llc, Bay Capital Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Aqr Capital Management Llc, Geneos Wealth Management Inc., Bulwark Capital Corp, Spire Wealth Management, Cwm, Llc, IFP Advisors, Inc, og Raymond James Financial Inc .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 202 | 5 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 393 | 0 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 153.131 | 21,68 | 4.260 | 47,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 349.227 | 9.495 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 406.512 | 3,00 | 11.053 | 10,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.520 | 69 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 49.247 | 15,22 | 1.339 | 24,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 574 | 16 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7.907 | 215 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 364.386 | 2,72 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.428 | 235 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.780 | 76 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.021 | 230,56 | 300 | 255,95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7.925 | 2,78 | 215 | 10,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23.088 | 5,65 | 628 | 13,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17.513 | 476 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13.202 | 14,99 | 359 | 23,88 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2.535 | 69 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11.856 | 322 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 3.742 | 0,05 | 102 | 7,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 21.895 | 595 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18.179 | 48,61 | 494 | 60,39 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 21.040 | 22,13 | 572 | 31,80 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 502.919 | 18,38 | 13.674 | 27,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 57.683 | 126,95 | 1.568 | 144,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 878 | 2,69 | 24 | 9,52 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2.869 | 77,43 | 78 | 95,00 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 8.287 | 33,77 | 225 | 44,23 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 227.554 | 56,01 | 6.187 | 68,08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.783 | 46,57 | 701 | 58,24 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 28.608 | 778 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13.026 | 354 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 116.808 | 14,96 | 3.176 | 23,87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.784 | 0,59 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.064 | 803,18 | 301 | 837,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88 | 2 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.722 | 101 |
