Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF, omfatter Maseco Llp, SIRAX - Sierra Tactical All Asset Fund Class A, Federated Hermes, Inc., Pathstone Holdings, LLC, Scotia Capital Inc., Vance Wealth, Inc., Ameritas Advisory Services, LLC, Transce3nd, LLC, og Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 7.137 | 1,19 | 288 | 9,09 | ||||
| 2025-05-13 | 13F | Keystone Global Partners, LLC | 0 | |||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 26.835 | 9,25 | 1.084 | 17,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 145 | 9,85 | 6 | 25,00 | ||||
| 2025-06-26 | NP | FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M | 11.764 | 27,15 | 455 | 34,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 97.332 | 7,14 | 3.931 | 15,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 50.422 | 2 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 92.538 | 0,82 | 3.738 | 8,70 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 119.900 | 4.843 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 19.590 | 70,32 | 791 | 83,95 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 73.929 | 2,40 | 2.986 | 10,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29.328 | 20,35 | 1.190 | 30,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8.373 | 6,74 | 338 | 15,36 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10.137 | 409 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7.898 | 319 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 156.620 | 23,78 | 6.326 | 33,46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 36.688 | 0,81 | 1.482 | 8,66 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 31.844 | 3,29 | 1.286 | 11,44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14.426 | 583 | ||||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 156.337 | 0,93 | 6.049 | 6,59 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 17.653 | 3,50 | 712 | 11,60 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 35.988 | 1.454 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 51.915 | 2.097 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 27.386 | 13,02 | 1.106 | 7,90 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 5.830 | 235 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 19.070 | 29,29 | 770 | 39,49 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 46.297 | 1.870 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13.447 | 5,69 | 543 | 14,08 | ||||
| 2025-07-15 | 13F | Maseco Llp | 227.727 | 9.196 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 84.995 | 55,60 | 3.433 | 67,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.028 | 42 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 134.376 | 111,13 | 5 | 150,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 49.658 | 2.006 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 20.538 | 21,51 | 825 | 30,59 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 61.400 | 6,26 | 2.478 | 14,25 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6.919 | 279 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 127.951 | 107,36 | 5.172 | 123,76 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 168.196 | 241,15 | 6.793 | 267,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 78.935 | 421,88 | 3.188 | 463,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 72 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 869 | 2,12 | 35 | 16,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50.779 | 34,82 | 2.051 | 45,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.566 | 0 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 5.152 | 208 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 55.000 | 2.221 |
