Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Managed Portfolio Series - Kensington Hedged Premium Income ETF, omfatter Susquehanna International Group, Llp, Aptus Capital Advisors, LLC, Guardian Wealth Advisors, Llc / Nc, Equitable Holdings, Inc., Ballast, Inc., Avantax Advisory Services, Inc., Orion Portfolio Solutions, LLC, Aqr Capital Management Llc, Hrt Financial Lp, TT Capital Management LLC, og EverSource Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45.665 | 155,13 | 1.154 | 169,63 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 18.354 | 3,05 | 472 | 11,58 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.536 | 45,50 | 342 | 54,05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13.055 | 330 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 43.641 | 1.103 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 43.641 | 1.103 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 39.700 | 110,05 | 1.004 | 121,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81.516 | 48,38 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 328.486 | 1,74 | 8.350 | 8,70 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 18.808 | 49,00 | 475 | 57,28 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 18.171 | 7,46 | 459 | 13,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 | 2 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14.650 | 25,75 | 370 | 32,62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 257.234 | 6.503 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 35.786 | 263,53 | 905 | 284,68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 166.898 | 12,03 | 4.219 | 18,21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 150.267 | 15,70 | 3.799 | 22,08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 18.350 | 44,83 | 464 | 52,30 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 14.993 | 11,91 | 379 | 18,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15.237 | 385 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 654.091 | 218,75 | 16.535 | 236,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 86.327 | 372,71 | 2.182 | 399,31 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 472.739 | 0,51 | 11.951 | 6,04 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 113.543 | 3,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13.494 | 38,96 | 342 | 45,73 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30.747 | 178,10 | 777 | 194,32 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9.902 | 8,75 | 250 | 14,68 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15.167 | 5,69 | 383 | 11,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35.391 | 895 | ||||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 155.366 | 4,55 | 3.723 | -0,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25.417 | 5,90 | 643 | 11,65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14.341 | 344 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 18.171 | 459 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 128.320 | 9,05 | 3.244 | 15,04 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.919 | 18,93 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 173.796 | 19,88 | 4.394 | 26,49 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9.828 | 241 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 185.561 | 5,06 | 4.691 | 10,85 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 57.209 | 1.446 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 303.348 | 41,90 | 7.669 | 49,71 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12.324 | 0 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 22.168 | 562 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 53.444 | 9,42 | 1.351 | 15,47 |
