Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF, omfatter WJ Wealth Management, LLC, Centurion Wealth Management LLC, Prospera Financial Services Inc, O'shaughnessy Asset Management, Llc, Mma Asset Management Llc, SS&H Financial Advisors, Inc., Schaper Benz & Wise Investment Counsel Inc/wi, Vise Technologies, Inc., Blair William & Co/il, Ground Swell Capital, LLC, Wetherby Asset Management Inc, Sowell Financial Services LLC, NewEdge Wealth, LLC, Strategic Wealth Partners, Ltd., Total Investment Management Inc, Bessemer Group Inc, og Asset Dedication, LLC .
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 | Steward Partners Investment Advisory, Llc | 2.105 | 14,09 | 291 | 21,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4.441 | 51,98 | 614 | 62,17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2.050 | 2,50 | 283 | 9,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193.244 | 0,90 | 27.043 | 9,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1.927 | 6,17 | 266 | 13,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 76 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1.528 | 211 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 100 | 14 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1.500 | 207 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.809 | 4,50 | 941 | 11,51 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1.420 | 203 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2.705 | 13,61 | 374 | 21,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27.529 | 74,97 | 3.803 | 86,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.916 | 2,78 | 1.232 | 9,62 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 1.930 | 267 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1.284 | 2.417,65 | 177 | 2.850,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 172.843 | 17,93 | 23.878 | 25,84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6.132 | 9,25 | 847 | 16,67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7.818 | 106,01 | 1.080 | 119,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28.415 | 26,38 | 4 | 50,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 215 | 7,50 | 30 | 16,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 4.090 | 1 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18.229 | 1,52 | 2.517 | 8,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 6,90 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8.388 | 21,37 | 1.159 | 29,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1.566 | 216 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5.211 | 6,43 | 720 | 13,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2.807 | 16,72 | 388 | 24,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 33.743 | 1,07 | 4.662 | 7,84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3.164 | 97,38 | 437 | 111,11 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 50.288 | 6.947 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 1.736 | 240 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 502.315 | 66,31 | 69.395 | 77,46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12.187 | 472,43 | 1.673 | 508,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3.190 | 88,76 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 29.225 | 4.037 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 382 | 0,53 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3.517 | 19,59 | 486 | 27,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3.078 | 425 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10.131 | 23,16 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 246 | 100,00 | 34 | 120,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1.786 | 247 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.784 | 246 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9.547 | 14,01 | 1.309 | 22,11 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.133 | 295 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 42.974 | 1,74 | 5.937 | 8,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13.580 | 1.876 | ||||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 2.000 | 276 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 335.786 | 2,94 | 46.389 | 9,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18.179 | 3,55 | 2.511 | 10,52 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 1.712 | 237 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 151.650 | 1,95 | 20.950 | 8,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.389 | 0,53 | 468 | 7,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 211 | 29 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6.737 | 308,80 | 931 | 336,62 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2.039 | 282 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29.031 | 0,13 | 4.011 | 6,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14.066 | 64,23 | 1.943 | 75,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.633 | 4.848,48 | 226 | 7.400,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65.706 | 0,38 | 9.077 | 7,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 409 | 176,35 | 57 | 194,74 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 100 | 14 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 138.061 | 77,40 | 19.073 | 89,31 | ||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 2.378 | 18,84 | 329 | 26,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 780 | 108 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 243.250 | 7,56 | 33.605 | 14,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 | 6 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.956 | 2,62 | 270 | 9,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81.433 | 3,97 | 11 | 10,00 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 26.013 | 18,19 | 3.594 | 26,11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1.609 | 222 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25.816 | 4,42 | 3.567 | 11,43 |
