Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Elevation Series Trust - TrueShares Quarterly Bear Hedge ETF, omfatter Kingdom Financial Group LLC., Signal Advisors Wealth, LLC, Evolution Wealth Management Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 167.484 | 49,71 | 4.132 | 48,97 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 22.000 | 543 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16.270 | 74,22 | 401 | 73,59 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 79.198 | 47,00 | 1.954 | 46,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20.415 | 24,68 | 504 | 24,20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3.340 | 65,10 | 82 | 64,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 180.252 | 8,13 | 4.447 | 7,60 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 76.922 | 59,87 | 1.898 | 59,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 41.239 | 84,09 | 1.017 | 83,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 54.742 | 72,94 | 1.353 | 70,83 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 165 | 65,00 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 143 | 4 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 13.461 | 21,47 | 334 | 21,98 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 305.249 | 57,73 | 7.531 | 56,97 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14.533 | 359 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 87.586 | 47,49 | 2.161 | 46,74 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 178.983 | 67,44 | 4.416 | 66,67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.618.207 | 50,20 | 64.591 | 49,47 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 58.955 | 70,27 | 1.454 | 69,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 31.561 | 11,16 | 779 | 10,67 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 49.407 | 32,30 | 1.219 | 31,68 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 6.983 | 289,46 | 172 | 290,91 | ||||
| 2025-06-26 | NP | Elevation Series Trust - TrueShares Seasonality Laddered Buffered ETF | 49.974 | 6.054,43 | 1.241 | 6.105,00 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 124.913 | 77,39 | 3.082 | 76,56 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.732 | 67 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 57.683 | 65,47 | 1.423 | 64,70 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 835 | 236,69 | 21 | 233,33 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 173.955 | 40,78 | 4.291 | 40,09 |
