Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Strategic Trust - Running Oak Efficient Growth ETF, omfatter Boulay Financial Advisors, LLC, Sykon Capital Llc, Integrated Wealth Concepts LLC, Mount Yale Investment Advisors, LLC, Soundwatch Capital LLC, og EverSource Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12.514 | 14,30 | 423 | 19,15 | ||||
| 2025-08-14 | 13F | UBS Group AG | 59.666 | 11,75 | 2.019 | 16,58 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11.000 | 10,00 | 372 | 14,81 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 11.438 | 387 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 245.615 | 4,31 | 8.311 | 8,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 50.862 | 15,03 | 1.721 | 20,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 800.425 | 52,40 | 27.085 | 59,02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 122.123 | 7,60 | 4.130 | 12,20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 88.617 | 12,82 | 2.999 | 17,71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.247.530 | 7,21 | 42.214 | 11,86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9.099 | 308 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 5.610 | 218 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8.326 | 282 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 64.098 | 1,42 | 2.179 | 9,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 85.564 | 0,16 | 2.895 | 4,51 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 3.377.504 | 114.289 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 234.559 | 1,92 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30.724 | 37,27 | 1.040 | 43,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37.708 | 1.276 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 267.943 | 3,25 | 9.067 | 7,74 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205.175 | 16,41 | 6.943 | 21,47 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 139.127 | 7,59 | 4.708 | 12,26 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 77.040 | 2.607 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 6.352 | 2,77 | 215 | 7,50 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 114.132 | 5,66 | 3.862 | 10,22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 60.880 | 233,37 | 2.060 | 247,97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 442.237 | 3,17 | 14.965 | 7,65 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 122.547 | 6,55 | 4.147 | 11,18 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 200.088 | 187,85 | 6.771 | 200,35 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 245.585 | 4,47 | 8.310 | 9,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45.758 | 228,30 | 1.548 | 242,48 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 26.332 | 6,39 | 891 | 11,10 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9.266 | 13,06 | 314 | 18,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20.232 | 685 |
