Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Pacer Funds Trust - Pacer Swan SOS Fund of Funds ETF, omfatter Evolution Wealth Management Inc., Founders Financial Securities Llc, NewEdge Wealth, LLC, Stratos Wealth Partners, LTD., Financial Gravity Companies, Inc., Sofos Investments, Inc., Wealth Enhancement Advisory Services, Llc, Geneos Wealth Management Inc., Creative Financial Designs Inc /adv, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, og Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.451 | 319 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 391.560 | 3,42 | 11.935 | 10,41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 36.764 | 1,19 | 1.121 | 8,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 269 | 8 | ||||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 40.967 | 1,45 | 1.249 | 8,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 55.866 | 10,87 | 1.703 | 18,36 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 924.394 | 2,53 | 28.194 | 9,57 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 9.000 | 274 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 472.765 | 33,11 | 14.410 | 42,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215.263 | 16,03 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 417.979 | 1,84 | 12.794 | 11,42 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 114 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.007.881 | 3,76 | 30.720 | 10,78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.858 | 483 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14.481 | 451 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 176.181 | 24,77 | 5.370 | 33,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.388.032 | 15,90 | 42.306 | 23,73 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 77.547 | 2.364 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 320.844 | 5,16 | 9.779 | 12,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 53.879 | 4,76 | 1.642 | 11,85 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 142.428 | 43,73 | 4.341 | 53,45 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 679.622 | 1.103,72 | 20.715 | 1.185,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 271 | 8 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11.390 | 0,57 | 347 | 7,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 64.772 | 2,56 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27.595 | 16,75 | 841 | 24,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.450 | 44 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 168.226 | 17,45 | 5.128 | 25,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 286.475 | 0,78 | 8.732 | 7,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134.683 | 15,32 | 4.105 | 23,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 20.479 | 36,09 | 1 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14.714 | 7,43 | 448 | 14,58 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21.448 | 25,61 | 654 | 34,09 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 51.084 | 90,43 | 1.557 | 103,53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.667.933 | 2,51 | 50.839 | 10,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 79.309 | 542,33 | 2.417 | 586,65 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.115 | 143,45 | 34 | 153,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 186.322 | 5.679 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.756 | 207 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 242.083 | 161,41 | 7.379 | 179,15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 9.000 | 257 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 281 | 9 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 33.571 | 1.023 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 206.371 | 87,56 | 6.290 | 100,25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11.825 | 360 |
