Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF, omfatter Authentikos Wealth Advisory, LLC, AIM ETF Products Trust - AllianzIM Buffer15 Uncapped Allocation ETF, Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, SMART Wealth LLC, FSR Wealth Management Ltd., Kestra Private Wealth Services, Llc, Great Lakes Retirement, Inc., LifeWealth Investments, LLC, Family Wealth Group, LLC, Patriot Financial Group Insurance Agency, LLC, Transce3nd, LLC, Park Square Financial Group, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, og Pineridge 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 33.598 | 883 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 120.898 | 2,48 | 3.176 | 9,25 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 18.354 | 15,84 | 482 | 23,59 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 7.803 | 205 | ||||||
2025-08-13 | 13F | SMART Wealth LLC | 13.104 | 344 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 8.859 | 233 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer15 Uncapped Allocation ETF | 74.029 | 1.823 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 43.725 | 331,47 | 1.149 | 361,04 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 199.776 | 50,42 | 5.248 | 60,34 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 11.028 | 290 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 134.174 | 19,10 | 3.525 | 26,95 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13.576 | 0,91 | 357 | 7,55 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 26.472 | 18,36 | 695 | 26,13 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 105.943 | 216.110,20 | 2.783 | 278.200,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11.281 | 296 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 11 | 0 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 651 | 17 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.888 | 207 | ||||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 116 | 3 | ||||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 12.441 | 327 | ||||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 57.044 | 1.499 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 321.195 | 286.681,25 | 8.438 | 421.800,00 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 10.023 | 263 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 14.922 | 392 | ||||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 271.467 | 7.132 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 412 | 11 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 32 | 1 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |