Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Elevation Series Trust - TrueShares Seasonality Laddered Buffered Etf, omfatter Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, LifeWealth Investments, LLC, Great Lakes Retirement, Inc., GeoWealth Management, LLC, Outlook Wealth Advisors, LLC, Quest 10 Wealth Builders, Inc., Kingdom Financial Group LLC., Authentikos Wealth Advisory, LLC, Evolution Wealth Management Inc., Park Square Financial Group, LLC, UBS Group AG, Transce3nd, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, Jpmorgan Chase & Co, Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Csenge Advisory Group | 20.092 | 70,01 | 491 | 82,53 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 87.248 | 59,50 | 2.205 | 70,19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.377 | 35 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 31.582 | 798 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.469.919 | 87,42 | 37.142 | 99,90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 24 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 2 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 21.346 | 99,78 | 539 | 113,04 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13.641 | 345 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 | 1 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 56.498 | 36,13 | 1.428 | 45,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.434 | 36 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12.638 | 299 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 126.083 | 3.186 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 74.742 | 1.889 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 28.403 | 718 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 70.236 | 32,58 | 1.775 | 41,35 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9.850 | 249 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.417 | 61 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63 | 2 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1.690 | 43 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13.943 | 352 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 23.182 | 586 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 9.422 | 238 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 277 | 7 |
