Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF, omfatter Sovran Advisors, LLC, Haverford Trust Co, Briaud Financial Planning, Inc, og Bfsg, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.147 | 17,36 | 496 | 25,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 721.560 | 7,71 | 34.758 | 13,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 9.404 | 1,72 | 453 | 6,86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21.300 | 1,65 | 1.026 | 6,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 111 | 5 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 69.363 | 9,29 | 3.341 | 15,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8.754 | 13,66 | 422 | 19,60 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 293 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5.454 | 263 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66.062 | 3,03 | 3 | 50,00 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 4.658 | 9,09 | 210 | 3,47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 516 | 8.500,00 | 25 | |||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 52.969 | 3,63 | 2.552 | 9,06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 679 | 0,44 | 33 | 6,67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 95.087 | 36,68 | 4.611 | 44,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53.110 | 2,97 | 2.558 | 8,34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17.755 | 3,12 | 855 | 8,50 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3.890 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45.402 | 3,63 | 2.187 | 9,03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7.327 | 0,25 | 353 | 5,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47.373 | 55,85 | 2.282 | 63,98 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12.373 | 5,07 | 599 | 11,13 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 8.461 | 408 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.605 | 0,08 | 125 | 8,70 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 20.403 | 10,38 | 1 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 1.213 | 0,41 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.234 | 14,30 | 348 | 20,42 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 689 | 58,03 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.041 | 0,39 | 50 | 6,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 67.889 | 1,21 | 3.270 | 6,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16.106 | 3,14 | 776 | 8,54 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 16.765 | 0,17 | 808 | 5,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 26.580 | 1.280 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22.946 | 0,25 | 1.105 | 5,54 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4.170 | 201 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.967.217 | 18,19 | 94.761 | 24,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 34.346 | 0,59 | 1.654 | 5,82 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8.601 | 0,15 | 414 | 5,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 139.855 | 27,00 | 6.678 | 33,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35.778 | 139,49 | 1.723 | 152,27 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 373 | 0,54 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 846.279 | 0,43 | 40.765 | 5,67 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 23.454 | 0,06 | 1.130 | 5,22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.148 | 0,23 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4.749 | 231 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 113.378 | 0,41 | 5.461 | 5,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54.541 | 4,69 | 2.628 | 10,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54.635 | 5,29 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 179 | 952,94 | 9 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 30.306 | 29,45 | 1.460 | 36,23 |
