Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity MSCI Materials Index ETF, omfatter Principal Securities, Inc., Gwn Securities Inc., SRS Capital Advisors, Inc., Signature Resources Capital Management, LLC, Pnc Financial Services Group, Inc., Quest 10 Wealth Builders, Inc., og Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.079 | 6,91 | 1 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.824 | 91 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 193 | 10 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 174.962 | 4,12 | 8.725 | 7,46 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4.748 | 237 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6.681 | 0,16 | 333 | 3,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.558 | 0,31 | 128 | 3,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 195 | 10 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4.916 | 0,39 | 255 | 23,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 15.862 | 2,48 | 791 | 5,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14.660 | 25,22 | 731 | 29,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5.200 | 44,93 | 259 | 49,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57.025 | 6,09 | 2.854 | 9,52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26.206 | 18,54 | 1.307 | 22,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 820 | 0,86 | 41 | 2,56 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19.712 | 13,50 | 983 | 17,16 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 23 | 1 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.638 | 6,22 | 447 | 13,78 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13.563 | 0,50 | 676 | 3,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 723 | 36 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.404 | 33,46 | 70 | 40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19.874 | 13,21 | 991 | 16,86 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.220 | 13,15 | 111 | 17,02 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 159.257 | 91,46 | 7.942 | 97,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 915.330 | 0,64 | 45.648 | 3,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.390 | 568 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6.232 | 17,32 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.394 | 15,38 | 269 | 19,03 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 4.979 | 3,69 | 248 | 6,90 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 22.275 | 4,91 | 1.111 | 8,29 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 78 | 310,53 | 4 | |||||
| 2025-07-18 | 13F | Vicus Capital | 5.014 | 250 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 573.567 | 4,97 | 28.604 | 8,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.544 | 0,28 | 127 | 3,28 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 10.278 | 4,46 | 513 | 7,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 148 | 7 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 55.263 | 23.823,38 | 2.756 | 24.945,45 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15.445 | 1,92 | 770 | 5,19 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 32.288 | 10,69 | 1.610 | 14,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.964 | 205,92 | 98 | 223,33 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 700 | 35 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 19 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55.051 | 159,98 | 2.745 | 168,33 |
