Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF, omfatter Concurrent Investment Advisors, LLC, Signature Estate & Investment Advisors Llc, og Thurston, Springer, Miller, Herd & Titak, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Jones Financial Companies Lllp | 3.666 | 36,54 | 443 | 45,25 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2.567 | 0,20 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 1.247 | 17,31 | 151 | 23,97 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3.884 | 1,73 | 470 | 7,82 | ||||
2025-08-15 | 13F | Morgan Stanley | 170.455 | 10,22 | 20.605 | 16,76 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 6.683 | 35,31 | 821 | 45,65 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74.346 | 0,42 | 9 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 68.241 | 3,63 | 8.249 | 9,78 | ||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 1.809 | 0,06 | 219 | 5,83 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 9 | 350,00 | 1 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 4.089 | 1,87 | 494 | 7,86 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.774 | 1.014,06 | 335 | 1.096,43 | ||||
2025-07-15 | 13F | Unified Investment Management | 2.208 | 1,10 | 267 | 6,83 | ||||
2025-08-12 | 13F | Archer Investment Corp | 44 | 62,96 | 5 | 66,67 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 100,00 | 24 | 118,18 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1.714 | 207 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 3.716 | 1,25 | 449 | 7,42 | ||||
2025-08-08 | 13F | Creative Planning | 3.764 | 4,67 | 455 | 10,98 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4.911 | 7.695,24 | 594 | 8.371,43 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | 3 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 51.629 | 4,99 | 6.241 | 11,21 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3.330 | 1,15 | 403 | 7,20 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 258 | 46,59 | 31 | 55,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2.606 | 88,29 | 315 | 88,62 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 173 | 0,58 | 21 | 5,26 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 17.720 | 408,03 | 2.142 | 437,94 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1.813 | 219 |