Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Franklin Templeton ETF Trust - Franklin Systematic Style Premia ETF, omfatter KWB Wealth, Cedar Point Capital Partners, LLC, Brio Consultants, LLC, Raymond James Financial Inc, Private Trust Co Na, og Wells Fargo & Company/mn .
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 | 44.758 | 30,36 | 1.079 | 28,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.071.206 | 1,32 | 25.816 | -0,54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.625 | 63 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 460 | 11 | ||||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 30.661 | 0,66 | 739 | -1,20 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 44.670 | 6,37 | 1.077 | 4,47 | ||||
| 2025-08-07 | 13F | PFG Advisors | 51.271 | 56,37 | 1.236 | 53,61 | ||||
| 2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 59.475 | 1,88 | 1.433 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 86 | 2 | ||||||
| 2025-08-26 | NP | FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A | 44.234 | 1,67 | 1.066 | -0,19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.859 | 117 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.268 | 31 | ||||||
| 2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 26.987 | 2,18 | 650 | 0,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 92.370 | 9,29 | 2.226 | 7,28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15.968 | 16,02 | 385 | 13,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.057.729 | 25.491 | ||||||
| 2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 567.957 | 0,45 | 13.688 | -1,39 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 48.956 | 1.180 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 59 | 1 | ||||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 50.981 | 51,96 | 1.252 | 55,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16.246 | 458,28 | 392 | 450,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 89.112 | 31,54 | 2.148 | 29,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5.758.551 | 4,41 | 138.781 | 2,50 | ||||
| 2025-08-26 | NP | FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A | 24.238 | 2,54 | 584 | 0,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.052.350 | 54.881,71 | 25.362 | 55.032,61 | ||||
| 2025-08-26 | NP | FLTFX - Franklin LifeSmart 2055 Retirement Target Fund Class A | 18.138 | 4,01 | 437 | 2,10 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.927 | 143 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 105.755 | 2.596 | ||||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 44.458 | 0,17 | 1.071 | -1,65 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 19.790 | 477 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11.380 | 30,24 | 274 | 28,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 150.000 | 158,85 | 3.615 | 154,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33.222 | 78,62 | 801 | 75,44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17.950 | 4,08 | 433 | 2,13 | ||||
| 2025-08-26 | NP | FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class | 3.944 | 12,08 | 95 | 10,47 |
