Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Developed Markets Momentum ETF, omfatter Creative Financial Designs Inc /adv, NWF Advisory Services Inc., Consolidated Planning Corp, Financial Management Professionals, Inc., Mml Investors Services, Llc, Equitable Holdings, Inc., Cetera Investment Advisers, Private Advisory Group LLC, Mainstay Capital Management Llc /adv, Benjamin Edwards Inc, Bnp Paribas Arbitrage, Sa, Spire Wealth Management, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, og Principal Securities, Inc. .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9.110 | 419 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 25.182 | 0,96 | 1.157 | 21,92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 470 | 64,91 | 22 | 110,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48.836 | 269,47 | 2.244 | 346,12 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 45.370 | 2.085 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19.014 | 28,79 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57.758 | 0,20 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5.138 | 236 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | 9,09 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33.946 | 1.560 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 8.473 | 17,31 | 389 | 41,45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.729 | 79 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46.049 | 3,22 | 2.116 | 24,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 294.152 | 13.516 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 476 | 22 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 60.549 | 2.782 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1.375 | 21,25 | 63 | 46,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.289 | 1,47 | 381 | 28,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.814 | 129 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.751 | 241,51 | 263 | 309,38 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21.098 | 969 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 651 | 208,53 | 30 | 262,50 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 332 | 15 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27.972 | 105,90 | 1.285 | 148,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 35.172 | 23.826,53 | 1.616 | 32.220,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 6.590 | 15,65 | 303 | 39,81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 190 | 9 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | 81,82 | 5 | 100,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 20.180 | 2,74 | 927 | 24,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.353 | 1.349 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 589.097 | 91,88 | 27.069 | 131,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.823.637 | 68,65 | 83.796 | 103,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 79.134 | 647,82 | 3.636 | 804,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10.043 | 4.210,30 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 372.192 | 71,41 | 17.102 | 106,85 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 36.862 | 1.694 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3.337 | 153 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59.956 | 250,17 | 2.755 | 322,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 300.914 | 143,49 | 13.827 | 193,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19.772 | 5,70 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8.862 | 403 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 146.147 | 75,52 | 6.715 | 111,83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36.184 | 2 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6.984 | 5,50 | 321 | 26,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.740 | 0,07 | 126 | 20,19 |
