Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Actively Managed Exchange-Traded Fund Trust - Invesco AAA CLO Floating Rate Note ETF, omfatter Ashton Thomas Securities, Llc, Asset Allocation Strategies LLC, Howard Capital Management Inc., Triton Wealth Management, PLLC, Elequin Capital Lp, og IFP Advisors, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Chris Bulman Inc | 18.425 | 47,14 | 471 | 47,34 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 69.152 | 46,62 | 1.768 | 47,00 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 10.284 | 263 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26.184 | 61,54 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 306.478 | 632,22 | 7.834 | 634,80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 85.943 | 318,81 | 2.197 | 319,89 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 331.971 | 3,38 | 8.485 | 3,68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14.506 | 8,68 | 371 | 8,82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 84.142 | 9,06 | 2.151 | 9,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3.021 | 1,82 | 77 | 2,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 265 | 7 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15.449 | 19,70 | 394 | 19,09 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 88.800 | 2.270 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 633.036 | 3,72 | 16.180 | 4,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 58.155 | 20,71 | 1.486 | 21,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.766 | 211,67 | 326 | 213,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 187.225 | 602,11 | 4.785 | 604,71 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 88.027 | 5,32 | 2.255 | 5,87 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 121.944 | 37,87 | 3.117 | 38,24 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 24.262 | 620 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 20.559 | 23,17 | 525 | 23,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37.285 | 267,81 | 953 | 269,38 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 32.572 | 35,76 | 833 | 36,17 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23.349 | 33,81 | 597 | 34,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.503.883 | 9,66 | 38.439 | 9,96 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 218 | 6 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 61 | 1.933,33 | 2 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 15.478 | 59,01 | 396 | 59,27 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 233.617 | 2,97 | 5.988 | 7,06 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 69.194 | 1.769 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 483.218 | 22,32 | 12.351 | 22,66 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 7.684 | 2,95 | 196 | 3,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 682 | 17 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 49.790 | 516,82 | 1.273 | 520,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27.327 | 57,73 | 698 | 58,28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.087.126 | 2,40 | 27.787 | 2,68 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 32 | 6,67 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 250.355 | 7,33 | 6.399 | 7,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43.574 | 9,62 | 1.114 | 9,87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20.772 | 74,03 | 531 | 74,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 179 | 5 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 28.615 | 9,75 | 731 | 10,09 |
