Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Quaker Investment Trust - CCM Affordable Housing MBS ETF, omfatter Flow Traders U.s. Llc, OneAscent Family Office, LLC, Financial Network Wealth Management LLC, og Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33.267 | 17,44 | 570 | 17,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20.195 | 0,05 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 35.578 | 154,42 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.806 | 0,90 | 65 | 1,56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.031 | 172 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 11.130 | 0 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 112.989 | 25,70 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 58.751 | 53,30 | 1.006 | 53,12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16.201 | 9,75 | 278 | 9,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 945.950 | 2,70 | 16.204 | 2,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.675 | 63 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19.278 | 16,34 | 330 | 16,20 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22.249 | 0 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 270.765 | 532,45 | 4.638 | 531,88 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 33.273 | 36,95 | 570 | 36,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.320 | 29,04 | 314 | 28,81 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 4.048 | 0 |
