Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Tidal Trust II - Return Stacked Global Stocks & Bonds ETF, omfatter BLVD Private Wealth, LLC, Private Advisory Group LLC, Mml Investors Services, Llc, Envestnet Asset Management Inc, Barnes Wealth Management Group, Inc, Aptus Capital Advisors, LLC, Cohalo Advisory LLC, True Wealth Design, LLC, og Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | WJ Interests, LLC | 1.708.092 | 3,61 | 44.769 | 15,90 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 38.442 | 1.008 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 17.019 | 6,90 | 446 | 19,57 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 192.663 | 5.050 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.744 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.937 | 103 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 122.876 | 16,43 | 3.221 | 30,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27.412 | 57,19 | 718 | 75,98 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 83.524 | 3,77 | 2.189 | 16,13 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 752 | 20 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 112.621 | 4,01 | 2.957 | 23,31 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 434 | 21,91 | 11 | 37,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 363.327 | 3,29 | 10 | 12,50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.469.787 | 1,24 | 91 | 12,50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 169.557 | 32,41 | 4.444 | 48,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 54 | 1 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 2.778 | 73 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8.744 | 229 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.625 | 1.163,07 | 95 | 1.483,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 246 | 179,55 | 6 | 200,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8.278 | 217 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 39.555 | 55,84 | 1.037 | 74,41 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 261.217 | 4,63 | 6.846 | 17,05 |
