Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF, omfatter Ballast, Inc., Harbor Asset Planning, Inc., Exchange Traded Concepts, Llc, og Financial Network Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 53.129 | 88,17 | 1.550 | 84,74 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 19.251 | 562 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 75.175 | 0,14 | 2.194 | -1,79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 176.582 | 0,47 | 5.153 | -1,45 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 139.979 | 2,51 | 4.085 | 0,54 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5.727 | 0,16 | 167 | -1,76 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.001 | 29 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 24.001 | 0,16 | 700 | 3,55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 323 | 9 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 53.713 | 308,71 | 1.567 | 301,79 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 109.934 | 5,34 | 3.208 | 3,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.854 | 10,17 | 303 | 3,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41.637 | 6,89 | 1.215 | 4,84 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 41.282 | 2,34 | 1.205 | 0,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 163 | 0,62 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.037 | 0,19 | 30 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137.564 | 4,27 | 4.014 | 2,27 | ||||
| 2025-08-08 | 13F | Creative Planning | 118.098 | 23,77 | 3.446 | 21,42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 39.781 | 110,56 | 1.161 | 106,41 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.400 | 15,94 | 187 | 13,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21.523 | 9,23 | 628 | 7,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 327.886 | 98,99 | 9.568 | 95,17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26.357 | 0,73 | 769 | -0,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 977 | 3,83 | 29 | 3,70 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.816 | 0,01 | 432 | -1,82 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 122.087 | 2,15 | 3.562 | 0,20 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 354 | 10 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3.269 | 0,28 | 95 | -1,04 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4.555 | 0,20 | 133 | -2,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.936 | 56 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43.100 | 25,13 | 1.252 | 22,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 136.569 | 35,81 | 3.985 | 33,23 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 407.726 | 5,29 | 11.897 | 3,27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23.743 | 0,06 | 693 | -1,84 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 266 | 322,22 | 8 | 600,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 14.567 | 0,01 | 425 | -1,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.508 | 8,93 | 365 | 6,74 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7.529 | 0,03 | 220 | -1,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 785.996 | 11,16 | 22.935 | 9,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10.119 | 1,18 | 295 | -0,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.049 | 486,03 | 31 | 500,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69.916 | 584,04 | 2.040 | 571,05 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 701 | 0,29 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 355.421 | 2,52 | 10.371 | 0,56 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 66.595 | 9,83 | 1.943 | 7,76 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 117.495 | 3.429 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 12.477 | 0,02 | 364 | -1,89 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9.100 | 266 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.412 | 0,09 | 100 | -1,98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 8.337 | 0,19 | 243 | -1,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 314 | -15,82 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110.709 | 12,18 | 3.230 | 10,05 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 295.294 | 7,46 | 8.617 | 5,39 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 840 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12.705 | 0,01 | 371 | -1,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26.847 | 0,22 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 123.776 | 1,71 | 3.612 | 0,98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20.052 | 50,63 | 585 | 47,73 |
