Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF, omfatter Beta Wealth Group, Inc., Ballast, Inc., Fort Point Capital Partners LLC, Triumph Capital Management, O'ROURKE & COMPANY, Inc, Boreal Capital Management LLC, QALTX - Quantified Alternative Investment Fund Investor Class Shares, og Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 17.269 | 31,70 | 1.189 | 35,89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4.040 | 2,30 | 278 | 9,88 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15.398 | 19,30 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3.088 | 213 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.318 | 61,13 | 2.642 | 69,03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6.616 | 456 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 235.728 | 5.944,31 | 16.230 | 6.094,27 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 199 | 13 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 17.098 | 45,08 | 1.177 | 55,89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 100 | 7 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 73.550 | 5.064 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18.239 | 6,70 | 1.256 | 14,61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8.588 | 20,67 | 591 | 29,89 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 29 | 70,59 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2.999 | 209 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5.467 | 376 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4.702 | 0,97 | 324 | 8,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 258 | 4,45 | 18 | 13,33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11.322 | 9,52 | 780 | 17,67 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 119.663 | 7,33 | 8.239 | 15,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 41 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 13.500 | 8,81 | 865 | 4,35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3.803 | 8,47 | 262 | 16,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.841 | 14,08 | 264 | 22,79 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29.786 | 149,74 | 2 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 84 | 6 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 13.130 | 0,10 | 904 | 7,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 184.894 | 27,75 | 12.730 | 37,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26.854 | 36,72 | 1.849 | 46,90 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5.338 | 368 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 329 | 23 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 314.298 | 16,86 | 21.639 | 25,58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 384 | 2,13 | 27 | 13,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 690 | 47 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 202.671 | 80,60 | 13.954 | 94,09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.664 | 7,13 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 14.439 | 994 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 44.362 | 6,82 | 3.054 | 14,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.843 | 38,05 | 127 | 48,24 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 17.419 | 15,29 | 1.199 | 23,86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10.867 | 3,82 | 748 | 10,65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.219 | 3,16 | 359 | 10,80 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 5.225 | 4,50 | 360 | 12,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50.000 | 54,46 | 3.442 | 66,04 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 17.575 | 27,80 | 1.210 | 37,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19.572 | 28,64 | 1.348 | 32,71 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93.089 | 8,71 | 6.638 | 15,22 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3.162 | 218 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7.900 | 544 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10.559 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7.168 | 40,38 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.447 | 64,08 | 1 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 5.771 | 397 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7.003 | 8,54 | 482 | 16,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32.113 | 9,84 | 2.211 | 17,99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.081 | 11,77 | 1.314 | 20,13 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3.931 | 271 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41.869 | 899,98 | 2.883 | 975,37 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 600 | 41 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8.336 | 1,09 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33.078 | 10,97 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 137.673 | 27,78 | 9.479 | 37,30 |
