Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust III - HCM Defender 100 Index ETF, omfatter Envestnet Portfolio Solutions, Inc., J2 Capital Management Inc, Principal Securities, Inc., og Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23.665 | 1.600 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4.098 | 277 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 24.446 | 3,66 | 1.653 | 19,80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 80.688 | 73,98 | 5.455 | 101,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 52.661 | 11,23 | 3.560 | 28,61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 490.109 | 14,29 | 28.662 | -0,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 509.411 | 13,85 | 34.441 | 31,63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 287 | 19 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.488 | 168 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 24.736 | 1,94 | 1.672 | 17,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 100 | 7 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 549.397 | 12,10 | 37.145 | 29,60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4.706 | 12,42 | 318 | 30,33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 122.564 | 41,32 | 8.287 | 63,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 383 | 26 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27.773 | 1.878 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 613.814 | 16,74 | 41.500 | 34,96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 264.875 | 42,95 | 17.908 | 65,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 63.757 | 39,30 | 4.311 | 61,06 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.300 | 100,00 | 88 | 128,95 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 38.672 | 6,71 | 2.615 | 23,36 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14.773 | 999 |
