Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Pacer Funds Trust - Pacer Trendpilot 100 ETF, omfatter MY Wealth Management Inc., MBL Wealth, LLC, Napa Wealth Management, Golden State Equity Partners, CFS Investment Advisory Services, LLC, Stark Wealth Management LLC, Cyndeo Wealth Partners, LLC, HBW Advisory Services LLC, Trust Co Of Vermont, og Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 746 | 4,04 | 53 | 6,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4.550 | 16,94 | 325 | 17,39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19.743 | 0,84 | 1.409 | 1,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 183.469 | 42,46 | 13.094 | 43,18 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 68.465 | 28,86 | 4.886 | 29,53 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8.308 | 593 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.818 | 27,90 | 415 | 28,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13.933 | 3,16 | 994 | 3,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54.199 | 11,41 | 3.868 | 11,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 90.295 | 0,63 | 6.444 | 1,15 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 131.087 | 9.356 | ||||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 161.335 | 12,61 | 10.872 | 0,83 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3.452 | 246 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10.434 | 7,19 | 745 | 7,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 270.924 | 36,17 | 19.336 | 36,86 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 219.653 | 2,27 | 15.677 | 2,79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 47 | 3 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3.559 | 254 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 82.344 | 7,87 | 5.877 | 8,41 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 156.854 | 3,22 | 11.195 | 3,74 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6.828 | 1,46 | 487 | 2,10 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 22.791 | 0,92 | 1.627 | 1,43 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.754 | 14,80 | 197 | 15,29 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 925 | 66 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 11.873 | 1,26 | 847 | 1,80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12.906 | 15,30 | 921 | 15,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76.265 | 5.443 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55.026 | 2,94 | 3.927 | 3,48 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4.350 | 310 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 47.385 | 3.382 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 811 | 58 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 9.933 | 4,15 | 709 | 4,58 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 43 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7.701 | 14,58 | 550 | 15,09 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 122.128 | 0,87 | 8.716 | 1,38 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7.450 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11.193 | 4,19 | 795 | -0,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9.421 | 672 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11.833 | 11,26 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.516.605 | 6,61 | 108.240 | 7,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18.676 | 0,85 | 1.333 | 1,29 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12.834 | 0,63 | 916 | 1,10 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 26.017 | 1.857 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 144.276 | 7,02 | 10.297 | 7,56 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.400 | 21,74 | 99 | 16,47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.079 | 17,51 | 648 | 18,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.656 | 6,91 | 2 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3.317 | 237 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 12.162 | 3,07 | 868 | 3,70 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12.368 | 0,24 | 883 | 0,68 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 57.225 | 0,88 | 4.084 | 1,39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.344 | 2,14 | 596 | 2,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149.890 | 76,82 | 10.698 | 77,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20.198 | 1.442 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 7.691 | 2,27 | 549 | 2,62 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 180.961 | 11,17 | 12.915 | 11,74 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.338 | 310 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6.182 | 27,97 | 441 | 28,57 |
