Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Elevation Series Trust - TrueShares Quarterly Bull Hedge ETF, omfatter Kingdom Financial Group LLC., 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 | UBS Group AG | 2.366 | 60 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 36.435 | 112,57 | 914 | 116,08 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 58.293 | 0,58 | 1.483 | 2,92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 967.149 | 0,77 | 24.604 | 3,13 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7.028 | 27,60 | 175 | 27,94 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 69.908 | 1,34 | 1.778 | 3,67 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 23.134 | 9,02 | 589 | 11,57 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 102.271 | 13,97 | 2.602 | 16,64 | ||||
| 2025-06-26 | NP | Elevation Series Trust - TrueShares Seasonality Laddered Buffered ETF | 79.483 | 4.305,93 | 1.975 | 4.388,64 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2.545 | 122,08 | 65 | 128,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 600 | 200,00 | 15 | 275,00 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9.050 | 230 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18.914 | 481 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 16.799 | 39,58 | 427 | 42,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 55 | 1 | ||||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 134.128 | 152,19 | 3.412 | 158,09 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 312 | 90,24 | 8 | 75,00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 20.587 | 13,45 | 524 | 15,96 |
