Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Strategy Shares - Strategy Shares Gold-Hedged Bond ETF, omfatter Cambridge Investment Research Advisors, Inc., Steward Partners Investment Advisory, Llc, Envestnet Asset Management Inc, Atlas Wealth Partners, LLC, Principal Securities, Inc., CoreCap Advisors, LLC, Creative Financial Designs Inc /adv, og Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 200 | 6 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 681 | 20 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 353 | 10 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 794 | 2.306,06 | 23 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77.692 | 2 | ||||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 7.550 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 38.604 | 4,61 | 1.133 | 10,44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41.234 | 13,82 | 1.210 | 20,18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.088 | 296 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12.055 | 354 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 83 | 2 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.842 | 809,44 | 435 | 866,67 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 252.653 | 5,36 | 7.413 | 11,22 |
