Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Tidal Trust II - Return Stacked Global Stocks & Bonds ETF, omfatter First Business Financial Services, Inc., Nicholas Hoffman & Company, LLC., Mather Group, Llc., Innova Wealth Partners, Susquehanna International Group, Llp, Sherman Wealth Management LLC, Betterment LLC, Inspire Advisors, LLC, Zions Bancorporation, National Association /ut/, Steward Partners Investment Advisory, Llc, og Royal Bank Of Canada .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 307.301 | 7,18 | 8.362 | 3,71 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.995.437 | 5,82 | 108.716 | 102.461,32 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7.979 | 217 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 136.634 | 101,80 | 3.718 | 95,32 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1.119 | 30 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 165 | 4 | ||||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 1.743.773 | 8,98 | 47.448 | 5,45 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 799 | 6,25 | 22 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 23.300 | 79,87 | 617 | 69,23 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 8.299 | 226 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 426.882 | 379,36 | 11.615 | 363,86 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 58.635 | 1.595 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 121 | 3 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.130 | 357 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 104.788 | 2.851 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 19.896 | 0,67 | 541 | -5,42 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 30.846 | 30,33 | 839 | 26,17 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 307 | 38,91 | 8 | 33,33 | ||||
| 2026-04-21 | 13F | WJ Interests, LLC | 1.631.621 | 7,05 | 44.396 | 3,58 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 279.811 | 6,81 | 7.614 | 3,35 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 25.878 | 194,47 | 704 | 185,02 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 66.517 | 1.810 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 471.597 | 7,33 | 13.261 | 110.408,33 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 594.133 | 7,94 | 16.166 | 4,45 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 14.212 | 387 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 141.871 | 15,48 | 3.860 | 11,75 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 36.294 | 18,20 | 988 | 14,37 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 78.208 | 2.128 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 8.207 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 532 | 14 |
