Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF, omfatter Christian Investment Advisors, Inc., RMG Wealth Management LLC, Trust Co Of Toledo Na /oh/, Northwestern Mutual Wealth Management Co, og GeoWealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 156 | 81,40 | 6 | 150,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1.382.520 | 6,71 | 49.121 | 11,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 186 | 7 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5.340 | 919,08 | 190 | 1.011,76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 18.815 | 42,31 | 668 | 48,12 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 13.331 | 484 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22.965 | 816 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.430 | 44,98 | 229 | 50,99 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6.902 | 7,36 | 245 | 11,87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 61.442 | 1,38 | 2.183 | 5,61 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7.331 | 2,42 | 260 | 6,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 152.350 | 467,22 | 5.413 | 490,83 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 307.179 | 10.914 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 235 | 0,43 | 8 | 14,29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.052 | 0,37 | 144 | 4,38 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 315.582 | 17,51 | 11 | 22,22 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 695 | 7,75 | 25 | 9,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.569 | 56 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21.244 | 11,65 | 755 | 16,18 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 31.723 | 4,67 | 1.127 | 8,99 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14.300 | 43,00 | 508 | 48,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 112 | 0,90 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 4.154 | 0,34 | 150 | 13,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19.256 | 0,66 | 1 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 15.992 | 4,75 | 596 | 13,98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 60.430 | 32,12 | 2.147 | 37,63 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 20.358 | 4,58 | 723 | 8,89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5.905 | 0 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 295 | 10 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 160.647 | 5,16 | 5.708 | 9,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38.853 | 21,67 | 1.380 | 26,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60.013 | 0,10 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 190.458 | 9,09 | 6.767 | 13,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.585 | 12,75 | 376 | 17,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5.665 | 0,16 | 201 | 4,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6.530 | 7,38 | 232 | 12,08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 6.663 | 0,41 | 238 | -4,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10.539 | 0,52 | 374 | 4,47 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 388 | 12,14 | 14 | 18,18 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 229.889 | 3,07 | 8.168 | 7,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44.204 | 2,28 | 1.571 | 6,51 |
