Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Valued Advisers Trust - Regan Floating Rate MBS ETF, omfatter State of New Jersey Common Pension Fund D, EP Wealth Advisors, Inc., Atria Investments Llc, Endeavor Private Wealth, Inc., Truist Financial Corp, StoneX Group Inc., Crossmark Global Holdings, Inc., J.w. Cole Advisors, Inc., SILVER OAK SECURITIES, Inc, Concorde Financial Corp, og Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8.094 | 207 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14.820 | 378 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 34.999 | 893 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 123.623 | 13,89 | 3.155 | 14,15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138.604 | 3.537 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10.273 | 10,15 | 262 | 10,55 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88.604 | 16,52 | 2.261 | 16,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55.528 | 35,82 | 1.417 | 36,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 207 | 1,47 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16.155 | 0 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 120.424 | 5,58 | 3.073 | 5,86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 259.915 | 1,23 | 6.633 | 1,48 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 873.603 | 1,71 | 22.294 | 1,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 200.000 | 5.104 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15.640 | 399 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9.433 | 241 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 | 6 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28.367 | 31,41 | 724 | 31,69 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3.705 | 132,58 | 95 | 135,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22.584 | 51,87 | 576 | 52,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.618 | 23.535,71 | 169 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 37.359 | 41,33 | 953 | 41,82 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1.430 | 13,94 | 36 | 16,13 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 155.615 | 0,05 | 3.971 | 0,20 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10.084 | 257 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 501 | 13 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 35.649 | 910 | ||||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 19.014 | 3,35 | 485 | 3,63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11.450 | 3,62 | 292 | 3,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 85.643 | 2,37 | 2.177 | 2,06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 444.784 | 14,27 | 11.351 | 14,55 |
