Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cambria ETF Trust - Cambria Global Value ETF, omfatter SMIFX - Sound Mind Investing Fund, Optima Capital Llc, Mutual Advisors, LLC, SMILX - SMI 50/40/10 Fund, IronOak Wealth LLC., Level Four Advisory Services, Llc, Jaffetilchin Investment Partners, LLC, Stifel Financial Corp, Raymond James Financial Inc, Stone House Investment Management, LLC, Belpointe Asset Management LLC, Private Trust Co Na, Beacon Capital Management, Inc., Farther Finance Advisors, LLC, Mount Yale Investment Advisors, LLC, Copia Wealth Management, Sound Income Strategies, LLC, og Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 74 | 2 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 67.420 | 1.897 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5.698 | 155 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 368 | 10 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 255.842 | 958,20 | 6.967 | 1.064,88 | ||||
| 2025-08-12 | 13F | Prudential Plc | 34.000 | 926 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 73 | 2 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 11 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 940 | 26 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 8.101 | 221 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 30.290 | 64,94 | 825 | 81,50 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 690.431 | 2,05 | 18.935 | 25,36 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 150.311 | 13,31 | 4.093 | 24,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 86.699 | 5,79 | 2.361 | 16,37 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 104.170 | 2.837 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 28.571 | 778 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10.000 | 405,82 | 272 | 466,67 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 256.792 | 21,18 | 6.573 | 40,49 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1.856 | 51 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7.536 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14.075 | 383 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 59 | 2 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 11.507 | 0 | ||||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 64.450 | 1.650 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 40.103 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53 | 1 | ||||||
| 2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 315.540 | 8.076 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 994 | 48,14 | 27 | 62,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17.032 | 27,68 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 24.877 | 677 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19.129 | 521 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 44.038 | 1.199 |
