Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETF Series Solutions - Defiance Next Gen Connectivity ETF, omfatter Milestones Private Investment Advisors LLC, Retirement Planning Group, Llc / Ny, Palumbo Wealth Management LLC, Elevate Wealth Advisory, Inc, Gould Asset Management Llc /ca/, SRS Capital Advisors, Inc., Cypress Capital Management LLC (WY), Howe & Rusling Inc, DHJJ Financial Advisors, Ltd., Atlantic Union Bankshares Corp, og AlphaCore Capital 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 14.417 | 0,04 | 761 | 24,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7.650 | 0,21 | 404 | 24,38 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 10 | 1 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 600 | 32 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7.242 | 383 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4.026 | 212 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 3.800 | 200 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10.498 | 0,21 | 554 | 24,27 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 5.792 | 306 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3.852 | 203 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 3.386 | 0,12 | 179 | 24,48 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 4.338 | 229 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 13.443 | 6,24 | 709 | 32,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.583 | 7,18 | 84 | 33,87 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 427 | 0,23 | 23 | 22,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9.689 | 1,54 | 511 | 26,17 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 3.875 | 204 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 12.014 | 90,09 | 634 | 136,19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.466 | 0,12 | 130 | 25,00 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 9.410 | 0,06 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 4.592 | 242 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.117 | 20,53 | 164 | 50,46 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 70.360 | 4,28 | 3.712 | 29,47 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 200 | 11 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2.820 | 3.141,38 | 149 | 4.833,33 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4.054 | 15,70 | 214 | 43,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 229 | 12 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 773 | 41 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8.852 | 2,91 | 467 | 27,95 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5.163 | 0,06 | 272 | 24,20 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 890 | 47 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 8.968 | 0,11 | 473 | 24,47 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4.421 | 233 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.999 | 0,08 | 211 | 24,26 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5.228 | 0,10 | 276 | 24,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13.340 | 29,01 | 704 | 60,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24.697 | 10,16 | 1.303 | 36,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.718 | 0,06 | 91 | 25,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.010 | 270 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3.882 | 0,13 | 205 | 10,87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4.112 | 217 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31.906 | 3,49 | 1.683 | 28,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 281.075 | 8,28 | 14.829 | 34,42 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 69.515 | 48,73 | 3.668 | 84,64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 508 | 0,20 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 658 | 65,74 | 35 | 88,89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108.214 | 13,18 | 5.709 | 40,51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.528 | 239 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15.560 | 8,24 | 821 | 34,43 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 4.000 | 211 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 103.697 | 0,87 | 5.471 | 25,22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 64 | 3 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11.406 | 0,12 | 602 | 24,17 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 4.619 | 244 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.872 | 12,09 | 415 | 39,26 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7.277 | 11,80 | 384 | 38,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.148 | 2,98 | 430 | 27,68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33 | 6,45 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 500 | 26 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4.784 | 253 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5.308 | 4,96 | 280 | 30,84 |
