Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF, omfatter Fundamentun, Llc, Summit Financial, LLC, Alpha Financial Advisors, LLC, Florida Financial Advisors, Llc, Wealth Group Ltd, Howe & Rusling Inc, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, og SRS Capital Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 75.311 | 103,85 | 4.680 | 112,88 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3.630 | 0,72 | 226 | 5,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.263 | 262,15 | 203 | 281,13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2.694 | 167 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24.258 | 241,18 | 1.526 | 260,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 774.088 | 20,94 | 48.102 | 26,29 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 46.317 | 0,83 | 2.879 | 5,27 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9.003 | 0,72 | 559 | 5,27 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 51.664 | 0,71 | 3.210 | 5,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44.544 | 49,75 | 2.768 | 56,33 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 3.675 | 0,55 | 228 | 5,07 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8.329 | 0,23 | 518 | 4,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 9.765 | 0,05 | 607 | 4,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.932 | 0,06 | 431 | 4,37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 430 | 0,70 | 27 | 4,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85.573 | 10,50 | 5.317 | 15,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194.151 | 4,24 | 12.065 | 8,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18.662 | 2,44 | 1.160 | 6,92 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 110.267 | 0,02 | 6.852 | 4,45 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4.192 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153.455 | 9,09 | 9.536 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19.024 | 2,70 | 1.182 | 7,26 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1.023 | 64 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 122.026 | 7.583 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 15.273 | 29,70 | 949 | 35,57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10.808 | 0,49 | 672 | 4,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.371.551 | 12,39 | 85.228 | 17,36 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1.908 | 3,25 | 114 | 7,62 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5.371 | 18,49 | 334 | 23,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77.601 | 33,39 | 5 | 33,33 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5.406 | 0,37 | 336 | 4,69 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 684 | 0,59 | 43 | 5,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18.576 | 0,15 | 1.154 | 4,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8.133 | 0,17 | 505 | 4,55 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 310.057 | 6,90 | 19.267 | 11,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4.407 | 0,23 | 274 | 4,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.396 | 0,67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 479.940 | 6,93 | 30 | 11,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.735.207 | 0,05 | 232.106 | 4,47 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4.192 | 260 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 450 | 28 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3.405 | 212 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23.909 | 6,09 | 1.486 | 10,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.840 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3.787 | 235 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26.034 | 24,11 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.129 | 8,49 | 257 | 13,78 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.859 | 57,61 | 178 | 65,42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1.848 | 115 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 151.182 | 1,10 | 9.394 | 5,56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.577 | 160 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 131.708 | 1,98 | 8.184 | 6,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.676 | 82,61 | 227 | 91,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126.878 | 8,11 | 7.886 | 12,88 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 37.513 | 2.331 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10.291 | 8,57 | 1 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 3.300 | 205 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174.323 | 11,81 | 10.832 | 16,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 263.460 | 0,45 | 16.371 | 4,90 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 3.630 | 0,39 | 226 | 4,65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33.377 | 0,38 | 2.074 | 4,85 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 4.756 | 2,74 | 296 | 7,27 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 23.827 | 0,70 | 1.481 | 5,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4.619 | 287 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3.318 | 206 |
