Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Tidal Trust II - Return Stacked U.S. Stocks & Managed Futures ETF, omfatter Stapp Wealth Management, Pllc, Triton Wealth Management, PLLC, Citadel Advisors Llc, True Wealth Design, LLC, Ameritas Advisory Services, LLC, Aptus Capital Advisors, LLC, og Ameritas Investment Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Atria Investments Llc | 14.921 | 5,51 | 348 | 11,22 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 24.598 | 9,69 | 574 | 15,76 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 13.350 | 3,95 | 311 | 9,89 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 185.693 | 44,13 | 4.330 | 52,14 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 209.472 | 6,42 | 4.885 | 12,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12.581 | 0,14 | 293 | 5,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6.520 | 152 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 15.334 | 5,35 | 358 | 11,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 72.681 | 201,99 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 9.298 | 211,18 | 217 | 227,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444.408 | 22,56 | 10.364 | 29,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 441.036 | 22,97 | 10 | 42,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11.366 | 132,96 | 265 | 147,66 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 66.210 | 7,45 | 1.544 | 13,45 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 186.689 | 15,64 | 4.354 | 22,07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 214.379 | 5,86 | 4.999 | 11,76 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30.358 | 11,37 | 708 | 17,44 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 146 | 64,04 | 3 | 200,00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 131.097 | 3,13 | 3.057 | 8,87 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 7.647 | 178 | ||||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 72.515 | 1.691 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.311 | 240 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 470.821 | 3,18 | 10.980 | 8,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19.083 | 44,78 | 445 | 52,92 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 98.020 | 24,98 | 2.286 | 31,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 183.373 | 165,08 | 4 | 300,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 249.641 | 40,93 | 5.822 | 48,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.062.211 | 12,52 | 48 | 20,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 123.309 | 8,27 | 2.971 | 31,53 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 209.480 | 11,74 | 4.885 | 17,97 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 38.274 | 942 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 18.799 | 12,27 | 438 | 18,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33.517 | 29,85 | 782 | 37,19 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 802 | 19 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 91.471 | 4,56 | 2.133 | 16,56 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 48.874 | 71,10 | 1.140 | 80,79 |
