Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity New Millennium ETF, omfatter Prasad Wealth Partners, LLC, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Founders Financial Securities Llc, Goldman Sachs Group Inc, Brueske Advisory Services, LLC, Assetmark, Inc, Johnson Financial Group, Inc., New Millennium Group LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 34.900 | 1.705 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 39.460 | 0,28 | 1.928 | 12,68 | ||||
| 2025-07-16 | 13F | Novem Group | 471.096 | 64,02 | 23.018 | 84,22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.010.943 | 11,36 | 49 | 25,64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.354 | 14,35 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.207 | 157 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 16.142 | 789 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116.475 | 83,45 | 6 | 150,00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 29.303 | 401,08 | 1.432 | 463,39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 19.228 | 22,44 | 939 | 37,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 108.155 | 1,55 | 5.284 | 14,08 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30.690 | 1.500 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 173.294 | 27,14 | 8.467 | 43,34 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 254 | 12 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 177.109 | 16,01 | 8.654 | 30,30 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 22.289 | 61,90 | 1.089 | 82,11 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 29.171 | 1.425 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.793 | 0,09 | 332 | 12,20 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.768 | 0,18 | 477 | 13,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 171.920 | 156,69 | 8.402 | 188,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52.142 | 2.268 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 43.096 | 2.106 | ||||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 284.038 | 5,18 | 13.878 | 18,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 336.211 | 6,63 | 16.427 | 19,77 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.938 | 299 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77.292 | 2,43 | 3.776 | 15,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18.582 | 908 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31.112 | 12,75 | 1.520 | 26,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.857 | 18,08 | 433 | 32,52 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 8.558 | 0,01 | 418 | 12,37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39.470 | 59,85 | 1.929 | 79,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 271.845 | 0,47 | 13.282 | 12,86 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 271.431 | 13.262 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1.050 | 12,90 | 51 | 30,77 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 583 | 0,17 | 28 | 12,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 496 | 0,20 | 24 | 14,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.810 | 19,87 | 88 | 35,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 344 | 17 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 62.867 | 15,22 | 3.072 | 34,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13.661 | 302,98 | 667 | 353,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 691.580 | 61,59 | 33.791 | 81,50 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7.265 | 0,28 | 355 | 12,38 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14.290 | 24,67 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.673 | 827,18 | 228 | 891,30 |
