Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust IV - Inspire 500 ETF, omfatter Legacy Wealth Asset Management, LLC, Frontier Asset Management, LLC, Sowell Financial Services LLC, Pettinga Financial Advisors, LLC, Envestnet Asset Management Inc, Jane Street Group, Llc, Nations Financial Group Inc, /ia/ /adv, OneAscent Wealth Management LLC, Envestnet Portfolio Solutions, Inc., Tandem Investment Partners LLC, AlphaStar Capital Management, LLC, Harbour Investments, Inc., Royal Bank Of Canada, AdvisorNet Financial, Inc, Fmr Llc, og Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 12.457 | 16,90 | 2.856 | 30,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 130 | 30 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15.010 | 17,56 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 2.446 | 0,91 | 561 | 12,45 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 3.511 | 92,07 | 805 | 114,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.639 | 24,01 | 601 | 37,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 410 | 10.150,00 | 94 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3.075 | 25,51 | 705 | 40,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.090 | 44,73 | 938 | 61,55 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 22.134 | 85,07 | 5.075 | 106,55 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1.702 | 390 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6.280 | 1.440 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 281.338 | 16,36 | 64 | 30,61 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26 | 6 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3.583 | 822 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2.388 | 6,13 | 548 | 18,40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2.891 | 4,90 | 663 | 16,96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 766 | 9,90 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 18.952 | 72,45 | 4.346 | 92,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4.028 | 38,61 | 924 | 54,61 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3.093 | 7,77 | 709 | 20,37 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 1.675 | 2,51 | 384 | 14,63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1.670 | 383 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 249 | 896,00 | 57 | 1.040,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1.768 | 405 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 69.395 | 48,19 | 15.912 | 65,35 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 10.555 | 5,38 | 2.420 | 17,59 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 1.771 | 0 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 1.877 | 430 | ||||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 25.801 | 5.916 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.493 | 851,77 | 801 | 966,67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 | 1 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2.384 | 117,52 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15.410 | 3,71 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 115.198 | 78,07 | 26.415 | 88,70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 879 | 202 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 1.180 | 271 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 786 | 84,07 | 180 | 106,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7.597 | 43,66 | 1.742 | 60,41 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3.940 | 65,82 | 904 | 85,04 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 7.959 | 1.825 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8.670 | 23,35 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 55 | 13 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 151 | 0,67 | 35 | 13,33 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35.503 | 14,04 | 8.141 | 27,26 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 11.293 | 2.590 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9.735 | 2.232 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 162 | 37 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40.708 | 5,25 | 9.334 | 17,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.843 | 44,44 | 423 | 61,45 |
