Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity U.S. Multifactor ETF, omfatter Raymond James Financial Inc, High Falls Advisors, Inc, Williams & Novak, LLC, Dentgroup LLC, Northwestern Mutual Wealth Management Co, Clarity Asset Management, Inc., Evolution Wealth Management Inc., Federation des caisses Desjardins du Quebec, og Twin Peaks Wealth Advisors, 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 | Jpmorgan Chase & Co | 20.672 | 318,97 | 743 | 355,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10.831 | 16,61 | 389 | 26,30 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43.400 | 12,73 | 1.560 | 22,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 52.331 | 1,15 | 1.881 | 9,68 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6.533 | 235 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.000 | 180 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28.665 | 267,78 | 1.030 | 299,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 250.142 | 2,84 | 9.053 | 12,22 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 640 | 23 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 447 | 16 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13.597 | 93,47 | 489 | 109,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6.231 | 224 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1.520 | 55 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 233.929 | 20,03 | 8.482 | 31,24 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.205 | 185,55 | 43 | 207,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 48.318 | 7,39 | 1.737 | 16,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.531.499 | 16,08 | 55.051 | 25,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44.325 | 37,03 | 1.593 | 48,60 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 217 | 8 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.256 | 45 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.218 | 6,91 | 1 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 21.852 | 11,84 | 783 | 27,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 20.311 | 86,73 | 730 | 102,78 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 79.585 | 6,81 | 2.861 | 15,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34.925 | 10,79 | 1.255 | 20,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8.538 | 307 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 6.159 | 221 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43.387 | 2.215,21 | 1.560 | 2.374,60 |
