Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF, omfatter IronOak Wealth LLC., Jones Financial Companies Lllp, Tripletail Wealth Management, LLC, Brookwood Investment Group LLC, Tactive Advisors, LLC, Wincap Financial Llc, Tower Research Capital LLC (TRC), og Nbc Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16.166 | 31,25 | 770 | 32,59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 106.758 | 263,90 | 5.082 | 267,92 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7.806 | 0,88 | 369 | 1,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 176.357 | 7,29 | 8.395 | 8,45 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17.427 | 52,77 | 830 | 51,83 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 29.485 | 1.403 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21.290 | 26,94 | 1.013 | 28,39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7.278 | 346 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 25.270 | 22,30 | 1.203 | 23,66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.735 | 115,45 | 606 | 115,66 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 19.908 | 2,07 | 948 | 3,16 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 36.072 | 1.717 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10.600 | 505 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 4.338 | 207 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.434 | 9,61 | 592 | 10,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 219.147 | 2,91 | 10 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 38.705 | 10,73 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 81.427 | 46,48 | 3.876 | 48,07 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8.665 | 42,87 | 412 | 47,84 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10.647 | 11,34 | 507 | 12,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22.582 | 3.023,37 | 1.075 | 3.061,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 243.483 | 0,49 | 11.590 | 1,58 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 44.400 | 428,57 | 2.091 | 423,81 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 174.877 | 40,02 | 8.324 | 41,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 10.431 | 21,40 | 497 | 22,77 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17.133 | 47,49 | 816 | 48,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76.303 | 156,04 | 3.632 | 158,87 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 70.759 | 28,33 | 3.368 | 29,74 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 104.517 | 20,72 | 4.975 | 22,06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 69.134 | 5,91 | 3.293 | 7,05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 73.140 | 73.040,00 | 3.481 | 86.925,00 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 53.197 | 18,63 | 2.532 | 19,94 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1.067 | 0,66 | 51 | 2,04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24.834 | 267,42 | 1.182 | 271,70 | ||||
| 2025-08-01 | NP | OTRFX - OnTrack Core Fund Investor Class Shares | 30.000 | 1.428 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 70.697 | 36,94 | 3.365 | 38,42 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 30.540 | 5,68 | 1.454 | 6,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18.685 | 18,40 | 889 | 19,65 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 84.686 | 0,61 | 4.031 | 1,72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6.666 | 0,09 | 317 | 1,28 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6.863 | 327 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 455 | 0,89 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27.873 | 16,77 | 1.327 | 17,97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 883.241 | 17,97 | 42.042 | 19,25 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 15.002 | 7,86 | 714 | 9,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 85.074 | 3,49 | 4.050 | 4,63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6.237 | 15,93 | 297 | 17,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 177.513 | 16,81 | 8.450 | 18,09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53.036 | 20,48 | 2.524 | 21,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25.368 | 1.201 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 14.259 | 2,87 | 679 | 3,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.724 | 17,40 | 225 | 18,52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 211 | 10 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3.830 | 345,35 | 182 | 355,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8.775 | 45,64 | 418 | 47,35 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 2.565 | 3,72 | 122 | 5,17 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 11.039 | 524 | ||||||
| 2025-08-06 | 13F | Price Capital Management, Inc. | 30.000 | 1.424 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.786 | 0,45 | 180 | 1,69 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 26.785 | 44,28 | 1.271 | 46,99 |
