Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X FinTech ETF, omfatter JCSD Capital, LLC, JCSD Capital, LLC, Sei Investments Co, Ballast, Inc., Twin Peaks Wealth Advisors, LLC, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., Harwood Advisory Group, LLC, og Atlantic Union Bankshares Corp .
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 | LPL Financial LLC | 248.296 | 6,20 | 8.497 | 31,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42.244 | 1,12 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6.666 | 228 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13.439 | 7,25 | 460 | 33,33 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 18.261 | 89,55 | 625 | 135,47 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.282 | 1,65 | 78 | 27,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6.189 | 212 | ||||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 52.567 | 7,22 | 1.799 | 33,09 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 6.098 | 209 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 81 | 3 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 950 | 1,39 | 33 | 28,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 11.662 | 52,19 | 399 | 89,10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 91 | 3 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 136.365 | 12,01 | 4.666 | 39,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.000 | 34 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85.218 | 12,52 | 2.916 | 39,72 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 14.787 | 17,46 | 506 | 46,24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15.219 | 1,08 | 521 | 25,60 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9.377 | 3,08 | 321 | 28,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.228 | 15,00 | 110 | 42,86 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6.300 | 216 | ||||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 39.692 | 9,47 | 1.358 | 35,94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 151.959 | 2,25 | 5.195 | 26,86 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 300 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.616 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 54 | |||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 40.612 | 0,53 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 32.713 | 0,04 | 1.119 | 24,20 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7.000 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 6.098 | 209 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13.507 | 462 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 585 | 14,93 | 20 | 42,86 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 134.280 | 2,43 | 4.595 | 27,21 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 98.635 | 0,31 | 3.376 | 24,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 835 | 29 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 392 | 13 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1.000 | 34 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 433 | 15 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 68.706 | 15,08 | 2.351 | 42,92 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9.432 | 5,00 | 323 | 30,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3.593 | 119 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 980 | 34 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9.620 | 731,46 | 329 | 961,29 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 81 | 1,25 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66.314 | 11,69 | 2.269 | 38,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17.592 | 20,14 | 593 | 46,42 | ||||
| 2025-08-06 | 13F | JCSD Capital, LLC | Put | 33.000 | 1.129 | |||||
| 2025-08-06 | 13F | JCSD Capital, LLC | Call | 10.000 | 342 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16.420 | 0,88 | 562 | 25,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47.934 | 410,42 | 1.640 | 535,66 |
