Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF, omfatter Rps Advisory Solutions Llc, Stratos Wealth Advisors, LLC, Signal Advisors Wealth, LLC, Prime Capital Investment Advisors, LLC, Meridian Wealth Management, LLC, Avantax Advisory Services, Inc., Global Retirement Partners, LLC, Allworth Financial LP, Quaker Wealth Management, LLC, og Mid-American Wealth Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5.950 | 312 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 252 | 0,80 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.655 | 1,45 | 1 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 389 | 20 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.139 | 84,40 | 479 | 98,34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.097 | 1,45 | 110 | 9,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119.679 | 62,49 | 6.269 | 74,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16.894 | 71,77 | 885 | 84,17 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 4.782 | 0,19 | 250 | 7,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64.225 | 0,54 | 3.364 | 7,89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 134 | 2,29 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.359 | 228 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7.490 | 6,39 | 392 | 14,29 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 71.636 | 2,56 | 3.752 | 10,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 899 | 1,58 | 47 | 9,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 22.291 | 0,57 | 1.168 | 7,86 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 65.761 | 0,00 | 3.445 | 7,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.050 | 212 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10.511 | 551 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77.632 | 2,78 | 4.066 | 10,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14.810 | 776 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.543 | 11,79 | 559 | 21,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.506 | 0,04 | 236 | 7,76 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1.515 | 2,02 | 80 | 9,72 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 22.832 | 1.196 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 954 | 14,53 | 50 | 22,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32.144 | 1.684 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6.161 | 82,17 | 323 | 95,15 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4.082 | 214 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.998 | 1,00 | 681 | 8,28 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 22.118 | 1.159 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6.544 | 343 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18.544 | 15,06 | 971 | 23,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 47.994 | 3,00 | 2.514 | 10,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 606 | 32 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 500 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 8 | 700,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.883 | 256 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4.892 | 2,32 | 256 | 9,87 |
