Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Harbor ETF Trust - Harbor International Compounders ETF, omfatter Vestmark Advisory Solutions, Inc., Jpmorgan Chase & Co, Proactive Wealth Strategies LLC, Captrust Financial Advisors, Private Advisor Group, LLC, Global Retirement Partners, LLC, Wells Fargo & Company/mn, Mount Yale Investment Advisors, LLC, og Royal Bank Of Canada .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 256.882 | 23,67 | 7.519 | 36,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27.594 | 2,05 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58.503 | 39,18 | 1.712 | 53,54 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 44.125 | 1,79 | 1.292 | 12,26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 61.104 | 225,91 | 1.789 | 259,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.569 | 55,59 | 397 | 71,86 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 51.537 | 102,31 | 1.508 | 123,41 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 939.516 | 0,99 | 27.499 | 11,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21.407 | 627 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 76.654 | 2 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 102.008 | 4,14 | 2.986 | 14,85 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 91 | 3 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 14.943 | 0,37 | 437 | 10,63 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2.416.917 | 15,92 | 70.743 | 27,87 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 179.906 | 4,28 | 5.266 | 13,42 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.682 | 12,11 | 576 | 23,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 618.837 | 14,21 | 18.113 | 25,99 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 25.706 | 1,75 | 760 | 16,74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14.077 | 5,85 | 412 | 17,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 119.238 | 6,51 | 3.490 | 17,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 96.190 | 2.815 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.374.099 | 17.306,88 | 40.029 | 19.052,15 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 39.593 | 11,94 | 1.159 | 23,45 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 112.561 | 33,02 | 3.295 | 46,73 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2.361.492 | 9,78 | 69.121 | 21,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99.659 | 20,54 | 2.917 | 33,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42.878 | 1.255 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 9.982 | 12,16 | 292 | 23,73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31.964 | 248,69 | 936 | 284,77 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1.509.372 | 90,56 | 44.179 | 110,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.635 | 77 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11.320 | 3,03 | 331 | 13,75 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 532.042 | 2,84 | 15.573 | 13,43 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53.884 | 37,80 | 1.430 | 41,49 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 371.137 | 14,27 | 10.863 | 26,06 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 547.610 | 7,51 | 16.029 | 18,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.302 | 126 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 125.042 | 3.660 |
