Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF, omfatter Systelligence, LLC, Tidemark, LLC, Creative Financial Designs Inc /adv, First American Trust, Fsb, AllGen Financial Advisors, Inc., EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Bouvel Investment Partners, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, Ffg Retirement Advisors Llc, Pine Harbor Wealth Management, LLC, BlackDiamond Wealth Management Inc., Balanced Rock Investment Advisor, Change Path, LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, InTrack Investment Management Inc, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Regatta Capital Group, Llc, Apella Capital, LLC, og Atomi Financial Group, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10.733 | 65,76 | 1 | |||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 122.098 | 1,80 | 5.936 | 3,36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36.175 | 1.756 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 3.124 | 152 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5.430 | 23,13 | 264 | 25,12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 157.525 | 6,56 | 7.619 | 7,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5.601 | 78,09 | 272 | 81,33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 22.165 | 1.078 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 4.938 | 1,21 | 240 | 3,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 199.320 | 4,89 | 9.691 | 6,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26.213 | 1.274 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39.902 | 26,16 | 1.940 | 28,14 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7.402 | 360 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68.050 | 3 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6.454 | 7,60 | 314 | 9,06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55.995 | 2,75 | 2.722 | 4,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189.146 | 8,01 | 9.196 | 9,66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10.652 | 516 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115 | 91,67 | 6 | 150,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 378.378 | 101.341,82 | 18.408 | 108.182,35 | ||||
| 2025-08-01 | 13F | Motco | 11.344 | 31,39 | 550 | 33,17 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 459.330 | 2.602,42 | 22.278 | 2.640,10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 7.402 | 27,07 | 360 | 29,14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | 0 | ||||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 43.523 | 2.116 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.825 | 478 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 288.578 | 2,11 | 14.031 | 3,66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 116.548 | 8,34 | 5.667 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 526.367 | 1.315,38 | 25.592 | 1.337,70 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 12.821 | 63,47 | 623 | 66,13 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12.513 | 0,77 | 608 | 2,36 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4.181 | 203 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 328 | 16 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 413 | 104,46 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 170.594 | 106,84 | 8.294 | 110,03 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 88.892 | 3,98 | 4.322 | 5,54 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 213 | 10 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47.660 | 10,25 | 2.317 | 11,93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 62.189 | 3.024 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 803 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42.483 | 2.066 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28.986 | 32,80 | 1.409 | 34,83 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 928.901 | 17.815,16 | 45.163 | 18.110,89 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199.543 | 0,89 | 9.702 | 2,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 635 | 31 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19.758 | 2,62 | 961 | 4,12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4.928 | 0,02 | 240 | 1,70 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23.184 | 23,16 | 1.127 | 25,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59.114 | 4,94 | 2.874 | 6,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51.153 | 11,85 | 2.487 | 13,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 150 | 7 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 79.885 | 3.884 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 616.260 | 24,09 | 29.963 | 25,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31.937 | 7.076,85 | 1.553 | 7.290,48 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 13.793 | 14,21 | 671 | 15,92 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22.663 | 1.102 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 13.924 | 13,83 | 677 | 15,56 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 20.802 | 47,73 | 1.011 | 50,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.400 | 19,35 | 360 | 21,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70.070 | 107,73 | 3.407 | 110,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117.500 | 231,35 | 5.713 | 236,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.923 | 103,03 | 531 | 106,61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 54.540 | 2.652 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2.220 | 3,59 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12.891 | 7,86 | 627 | 9,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 775 | 0 | ||||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 325.518 | 7,20 | 15.827 | 8,84 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23.694 | 1.152 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 11 | 0 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 38.985 | 1.895 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4.099 | 0,81 | 199 | 2,58 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 57.125 | 23,93 | 2.777 | 25,83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.958 | 12,47 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 328.375 | 12,51 | 15.966 | 14,22 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 73.588 | 3.578 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 2.940 | 143 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 135.358 | 3,93 | 6.581 | 5,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 274.348 | 0,50 | 13.339 | 2,03 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10.761 | 22,97 | 523 | 24,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13.726 | 7,75 | 667 | 9,34 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36.881 | 1.793 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 121.557 | 5.910 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 88.748 | 4.315 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7.101 | 345 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1.302.392 | 74,30 | 63.322 | 76,96 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 126.901 | 1,95 | 6.170 | 3,51 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11.400 | 151,43 | 554 | 155,30 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 298.686 | 1,96 | 14.522 | 3,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77.473 | 41,73 | 4 | 50,00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14.836 | 721 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 37.922 | 12,24 | 1.844 | 13,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100.830 | 146,72 | 5 | 300,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.305 | 0,08 | 63 | 1,61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 38.691 | 1.881 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 4.548 | 221 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443.234 | 26,53 | 21.550 | 28,46 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 669.596 | 18,13 | 32.435 | 19,49 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 121.196 | 9,93 | 5.893 | 11,61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 248.358 | 22,05 | 12.075 | 23,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 418.608 | 17,87 | 20.353 | 19,66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4.726 | 226 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 19.864 | 966 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 40.360 | 13,78 | 1.962 | 15,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 146.101 | 7.103 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.907 | 0,27 | 286 | 1,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20.434 | 2,29 | 994 | 3,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 426.119 | 46,37 | 20.718 | 48,59 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 164.837 | 2,00 | 8.014 | 4,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3.219 | 157 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 21.613 | 1.051 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 200.867 | 9.766 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16.934 | 4,56 | 823 | 6,19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4.828 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 132.836 | 6.458 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7.461 | 7,40 | 363 | 9,04 |
