Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January, omfatter Merit Financial Group, LLC, Nbt Bank N A /ny, Curio Wealth, Llc, og Assetmark, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41.924 | 36,15 | 1.571 | 42,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29.734 | 0,19 | 1.114 | 5,09 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 6.112 | 2,64 | 229 | 8,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 83.599 | 16,43 | 3.133 | 22,10 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 8.049 | 301 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 50.156 | 1,87 | 1.880 | 6,82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6.487 | 0,84 | 243 | 6,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 84 | 3 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96.583 | 149,97 | 3.689 | 167,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 150.893 | 52,36 | 5.655 | 59,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12.975 | 486 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 17.073 | 1,04 | 666 | 11,37 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 541.364 | 0,84 | 20.290 | 5,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 103.518 | 0,97 | 3.880 | 1,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 68.301 | 0,14 | 2.551 | 4,68 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13.424 | 3,87 | 503 | 9,11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 598 | 4,55 | 22 | 10,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 57.818 | 2,10 | 2.066 | -2,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.970 | 19,81 | 224 | 25,28 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 84.901 | 0,07 | 3.182 | 4,95 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 100 | 42,86 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 16.177 | 52,01 | 606 | 59,47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26.457 | 153,35 | 992 | 165,68 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15.760 | 32,02 | 591 | 39,81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.014 | 377 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 146.664 | 15,93 | 5.497 | 21,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 19.583 | 734 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2.750 | 103 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 433.892 | 46,69 | 16.262 | 53,84 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23.773 | 2,59 | 891 | 7,61 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 70.328 | 2,47 | 2.636 | 7,46 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 13.346 | 8,35 | 500 | 13,64 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 17.330 | 1,96 | 650 | 6,92 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 15.994 | 0,27 | 599 | 5,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 260.925 | 44,36 | 9.779 | 51,40 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14.217 | 0,13 | 533 | 4,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 46.217 | 3,81 | 1.732 | 8,86 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4.476 | 91,53 | 168 | 101,20 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 32.638 | 0,92 | 1.223 | 5,89 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 400 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.165 | 1.398,20 | 156 | 1.633,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 118.736 | 2,21 | 4.450 | 7,20 |
