Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF, omfatter Quantinno Capital Management LP, WealthPlan Investment Management, LLC, BCS Private Wealth Management, Inc., Shared Vision Wealth Group LLC, Certus Wealth Management, LLC, Root Financial Partners, LLC, Foronjy Financial Llc, og FSA Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.747 | 162,03 | 87 | 155,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42.338 | 212,27 | 985 | 205,90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 282.428 | 66,74 | 6.592 | 63,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11.204 | 262 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 489.526 | 82,27 | 11.426 | 78,38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2.569.651 | 1,94 | 59.976 | -0,24 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23.996 | 560 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 20.000 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 62.431 | 5,02 | 1.457 | 2,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38.594 | 6,26 | 901 | 3,93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 151.990 | 17,58 | 3.547 | 15,09 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 25.075 | 2,66 | 585 | 0,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3.018 | 0,87 | 70 | -1,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 44.500 | 244,96 | 1.039 | 238,11 | |||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 64.646 | 47,76 | 1.509 | 44,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18.600 | 434 | |||||
| 2025-08-14 | 13F | UBS Group AG | 102.562 | 13,76 | 2.394 | 11,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.666.448 | 16,82 | 38.895 | 14,32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.729 | 227 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9.851 | 230 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 120.397 | 6,84 | 2.810 | 4,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28.144 | 657 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1.830.367 | 2,08 | 42.721 | -0,10 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3.241 | 0,46 | 76 | -1,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91.809 | 67,72 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 39.404 | 5,73 | 920 | 3,49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 304.528 | 402,70 | 7.108 | 392,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 582.260 | 0,72 | 13.590 | -1,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 39.800 | 5,57 | 929 | 2,54 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 592 | 14 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 84.576 | 26,34 | 1.974 | 23,68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5.171.896 | 3.414,50 | 120.712 | 3.340,07 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8.858 | 0,29 | 207 | -1,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 117.570 | 4,75 | 2.744 | 2,54 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10.240 | 239 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.667.055 | 15,82 | 38.909 | 13,34 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25.044 | 0,56 | 585 | -1,52 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 29.340 | 4,26 | 685 | 1,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60.698 | 382,73 | 1.417 | 373,58 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 40.803 | 21,58 | 952 | 19,00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11.405 | 266 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63.159 | 1,89 | 1.474 | -0,27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.238 | 0,90 | 29 | -3,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20.568 | 5,30 | 480 | 3,23 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 18.309 | 419 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43.108 | 0,99 | 1.006 | -1,18 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1.351.618 | 28,95 | 31.547 | 26,19 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 17.309 | 404 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
