Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - September, omfatter Gradient Investments LLC, Sigma Planning Corp, Simplicity Wealth,LLC, Cerity Partners LLC, Brown Financial Advisors, Goldman Sachs Group Inc, Mattson Financial Services, LLC, Paladin Wealth, LLC, Beacon Pointe Advisors, LLC, Noble Wealth Management PBC, Farther Finance Advisors, LLC, og AE Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Ferguson Shapiro LLC | 460.416 | 2,05 | 14.234 | 9,70 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 6.952 | 215 | ||||||
2025-07-16 | 13F | PFS Partners, LLC | 17.170 | 7,22 | 531 | 15,22 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 14 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.646 | 1,96 | 113 | 9,80 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 132.219 | 82,38 | 4.068 | 95,20 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 186.609 | 3,78 | 6 | 0,00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 11.367 | 351 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 66.458 | 2.055 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 727.954 | 22.505 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 280 | 9 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 117.220 | 3.624 | ||||||
2025-08-14 | 13F | UBS Group AG | 10.012 | 6.710,88 | 310 | 7.625,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 8.507 | 263 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 214 | 7 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6.924 | 214 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 22.297 | 14,79 | 689 | 23,48 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 30.986 | 2,66 | 958 | 10,25 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 21.170 | 0,12 | 654 | 7,57 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 7.102 | 220 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8.412 | 260 | ||||||
2025-08-15 | 13F | Brown Financial Advisors | 8.520 | 263 |