Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Pacer Funds Trust - Pacer Trendpilot US Bond ETF, omfatter Napa Wealth Management, og Capital Investment Advisory Services, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.552 | 0,06 | 31 | -3,23 | ||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 582.464 | 7,46 | 11.639 | 6,35 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.552 | 0,06 | 31 | -3,23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52.809 | 1.043 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 232.421 | 5,91 | 4.590 | 4,27 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 51.400 | 6,65 | 1.014 | 4,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.277 | 16,96 | 124 | 14,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 62.162 | 167,15 | 1.228 | 163,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16.356 | 323 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44.164 | 5,06 | 872 | 3,44 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.102 | 2.815,43 | 101 | 3.233,33 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 22.641 | 1,47 | 447 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36.168 | 4,53 | 714 | 2,88 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 255.008 | 5,02 | 5.036 | 3,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37.984 | 0,83 | 750 | -0,66 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.928 | 0,81 | 216 | -0,92 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 313.242 | 6.187 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 16.069 | 20,74 | 317 | 19,17 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 335.578 | 2,44 | 6.628 | 0,85 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11.611 | 1,24 | 229 | -0,43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46.034 | 909 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
