Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - March, omfatter Merit Financial Group, LLC, Envestnet Asset Management Inc, Truist Financial Corp, Diligent Investors, LLC, Heritage Wealth Partners, LLC, FSA Advisors, Inc., MAI Capital Management, AdvisorNet Financial, Inc, og Farther Finance 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.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Cresset Asset Management, LLC | 226.117 | 104,40 | 6.246 | 123,12 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 17.240 | 87,09 | 476 | 104,29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 23.350 | 166,86 | 645 | 191,40 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 673.773 | 0,53 | 17 | 0,00 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 10.750 | 297 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 11 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 21.086 | 71,74 | 582 | 87,74 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4.015 | 1,01 | 111 | 10,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 8.022 | 222 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 9.555 | 19,44 | 267 | 31,53 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 10.625 | 269 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.755 | 76 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 28.221 | 36,90 | 780 | 49,52 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 13.688 | 378 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 11.488 | 317 | ||||||
2025-08-12 | 13F | MAI Capital Management | 5.104 | 141 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1.636 | 4,20 | 45 | 15,38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.813 | 5,56 | 1 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 44.919 | 26,32 | 1.241 | 37,78 | ||||
2025-07-18 | 13F | Truist Financial Corp | 11.488 | 317 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 4.700 | 38,24 | 130 | 50,00 |