Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF, omfatter Berkeley, Inc, Tandem Financial, LLC, Orion Portfolio Solutions, LLC, Atomi Financial Group, Inc., HighTower Advisors, LLC, StoneX Group Inc., Richmond Investment Services, LLC, Betterment LLC, CI Private Wealth, LLC, SRS Capital Advisors, Inc., Highline Wealth Partners Llc, Atlantic Union Bankshares Corp, og Sound Income Strategies, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23.536 | 226,89 | 1.231 | 246,48 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 66.181 | 3.408 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 131.010 | 22,47 | 6.747 | 27,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.340 | 214,94 | 121 | 233,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 684.623 | 81,19 | 35.258 | 89,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.995 | 154 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 120.660 | 0,48 | 6.214 | 4,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 10.689 | 39,89 | 550 | 45,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.164 | 0,43 | 60 | 3,51 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4.494 | 231 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 107.390 | 5.531 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7.428 | 5,78 | 383 | 10,40 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 43.665 | 32,07 | 2.249 | 37,83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.193 | 16,21 | 216 | 20,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58.901 | 85,30 | 3.033 | 93,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19.011 | 938 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.445.230 | 11,51 | 74.429 | 16,34 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 104.932 | 12,48 | 5.404 | 17,38 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 553.625 | 42,59 | 28.512 | 48,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122.507 | 29,17 | 6 | 50,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.043 | 208 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 115.203 | 0,20 | 5.933 | 4,53 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 129.200 | 6,53 | 6.654 | 11,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69.757 | 11,89 | 3.593 | 16,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11.157 | 0,15 | 575 | 4,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5.695 | 293 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5.536 | 220 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 47.630 | 22,93 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13.828 | 712 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.775 | 1,50 | 400 | 5,82 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 5.559 | 0,31 | 290 | 6,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 92.682 | 15,76 | 4.773 | 20,80 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 8.428 | 22,41 | 434 | 28,02 | ||||
| 2025-08-07 | 13F | PFG Advisors | 92.919 | 8,26 | 4.785 | 12,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4.159 | 0 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 25 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26.395 | 71,85 | 1.359 | 79,29 |
