Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity International Value Factor ETF, omfatter Summit Wealth Group Llc / Co, Great Valley Advisor Group, Inc., Benjamin Edwards Inc, Asset Allocation Strategies LLC, Raymond James Financial Inc, Ameritas Advisory Services, LLC, Farther Finance Advisors, LLC, CoreCap Advisors, LLC, Twin Peaks Wealth Advisors, LLC, IFP Advisors, Inc, Kings Path Partners LLC, Bfsg, Llc, O'shaughnessy Asset Management, Llc, og Beacon Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.845 | 171 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 7.093 | 208 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 46 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12.005 | 57,61 | 352 | 73,40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11.138 | 8,56 | 327 | 19,41 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 85 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.019 | 32,50 | 147 | 47,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 26.382 | 1,58 | 774 | 11,85 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 32 | 255,56 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.761 | 52 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 48.365 | 1.419 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113.125 | 210,95 | 3.319 | 242,52 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10.600 | 311 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.505 | 132 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20.707 | 51,80 | 608 | 67,22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 45 | 1 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 56.376 | 21,18 | 1.654 | 33,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 98.737 | 10,00 | 2.897 | 21,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 | 1 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 37 | 117,65 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.481.199 | 8,07 | 43 | 19,44 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 30 | 3,45 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45.697 | 36,78 | 1.341 | 50,56 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 208 | 6 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 234.833 | 36,41 | 6.890 | 50,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 107.684 | 90,19 | 3.159 | 109,48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6.983 | 205 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 231.839 | 6.802 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 206 | 6 |
