Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Investment Managers Series Trust II - Astoria Real Assets ETF, omfatter Silverlake Wealth Management Llc, og WealthTrak Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 52.607 | 6,94 | 860 | 20,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 52.252 | 203,40 | 854 | 242,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 38.352 | 8,61 | 627 | 22,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 35.311 | 19,86 | 512 | 19,95 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 744.728 | 1,58 | 12.173 | 14,58 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 1.046 | 17 | ||||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 18.367 | 0,35 | 300 | 13,21 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 882.535 | 7,08 | 14.929 | 28,91 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 21.548 | 352 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 48.763 | 0,17 | 797 | 13,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 931 | 93.000,00 | 15 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 171.951 | 7,18 | 2.811 | 20,91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8.560 | 0,35 | 140 | 13,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.025 | 2,78 | 229 | 16,24 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 50.412 | 32,86 | 1 |
