Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF, omfatter
Warren Averett Asset Management, LLC,
SMIDX - SMI Dynamic Allocation Fund,
Carolina Wealth Advisors, LLC,
Meridian Management Co,
Milestones Private Investment Advisors LLC,
SMILX - SMI 50/40/10 Fund,
MBE Wealth Management, LLC,
Mariner, LLC,
Strategic Advocates LLC,
Principia Wealth Advisory, LLC,
Atlas Capital Advisors Llc,
Trust Co Of Vermont,
Twin Peaks Wealth Advisors, LLC,
og
Pnc Financial Services Group, 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.
Opgrader for at låse op for premium-data.
| Fil dato |
Kilde |
Investor |
|
Type |
Gennemsnitlig pris
(Øst) |
Aktier |
Δ Aktier
(%) |
Rapporteret
Værdi
($1000) |
Δ Værdi
(%) |
Port Alloc
(%) |
| 2025-07-18 |
13F |
Trust Co Of Vermont
|
|
|
|
372 |
|
12 |
|
|
| 2025-07-14 |
13F/A |
Seek First Inc.
|
|
|
|
33.532 |
2,32 |
1.069 |
-0,37 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
22.207 |
2,69 |
708 |
0,00 |
|
| 2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
149.449 |
783,01 |
4.766 |
760,11 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
7.828 |
|
250 |
|
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
829 |
1,10 |
26 |
0,00 |
|
| 2025-07-30 |
13F |
Strategic Blueprint, LLC
|
|
|
|
17.488 |
5,08 |
558 |
2,20 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Warren Averett Asset Management, LLC
|
|
|
|
53.814 |
|
1.716 |
|
|
| 2025-07-22 |
13F |
Carolina Wealth Advisors, LLC
|
|
|
|
29.497 |
|
941 |
|
|
| 2025-08-14 |
13F |
Principia Wealth Advisory, LLC
|
|
|
|
4.133 |
|
132 |
|
|
| 2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
24.298 |
|
1 |
|
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
27.447 |
|
875 |
|
|
| 2025-07-14 |
13F |
Park Avenue Securities Llc
|
|
|
|
198.526 |
|
6 |
|
|
| 2025-08-05 |
13F |
Meridian Management Co
|
|
|
|
16.145 |
|
508 |
|
|
| 2025-09-10 |
13F |
WT Wealth Management
|
|
|
|
91.288 |
4,46 |
2.911 |
1,71 |
|
| 2025-08-12 |
13F |
Centric Wealth Management
|
|
|
|
143.603 |
8,66 |
4.538 |
4,80 |
|
| 2025-08-12 |
13F |
Atlas Capital Advisors Llc
|
|
|
|
1.606 |
|
51 |
|
|
| 2025-07-24 |
13F |
Beacon Bridge Wealth Partners, LLC
|
|
|
|
204.119 |
18,29 |
6.509 |
15,14 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
159.820 |
67,96 |
5.097 |
63,49 |
|
| 2025-08-08 |
13F |
Foundations Investment Advisors, LLC
|
|
|
|
36.272 |
8,74 |
1.157 |
5,86 |
|
| 2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
465 |
70,33 |
15 |
75,00 |
|
| 2025-07-11 |
13F |
SILVER OAK SECURITIES, Inc
|
|
|
|
30.923 |
4,30 |
986 |
2,39 |
|
| 2025-08-05 |
13F |
Prosperity Wealth Management, Inc.
|
|
|
|
36.432 |
10,50 |
1.162 |
7,50 |
|
| 2025-07-24 |
13F |
Antonelli Financial Advisors, LLC
|
|
|
|
38.663 |
6,14 |
1.233 |
3,27 |
|
| 2025-07-17 |
13F |
Park Place Capital Corp
|
|
|
|
886 |
176,88 |
28 |
180,00 |
|
| 2025-06-03 |
13F |
Invst, LLC
|
|
|
|
38.640 |
332,70 |
1.266 |
351,79 |
|
| 2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
90.094 |
22,04 |
2.873 |
18,82 |
|
| 2025-07-15 |
13F |
Attessa Capital LLC
|
|
|
|
104.818 |
23,42 |
3.348 |
20,31 |
|
| 2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
63.022 |
|
2 |
|
|
| 2025-07-08 |
13F |
Strategic Advocates LLC
|
|
|
|
7.215 |
|
230 |
|
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
58.344 |
1,68 |
1.826 |
-0,81 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
99.236 |
8,75 |
3.165 |
5,85 |
|
| 2025-07-16 |
13F |
MBE Wealth Management, LLC
|
|
|
|
9.800 |
|
313 |
|
|
| 2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
2.956 |
2,07 |
94 |
0,00 |
|
| 2025-09-11 |
13F |
Milestones Private Investment Advisors LLC
|
|
|
|
13.598 |
|
434 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
97 |
|
3 |
|
|
| 2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
157.688 |
7,75 |
5.029 |
4,88 |
|
| 2025-06-30 |
NP |
SMIDX - SMI Dynamic Allocation Fund
|
|
|
|
33.480 |
|
1.074 |
|
|
| 2025-07-07 |
13F |
RDA Financial Network
|
|
|
|
9.317 |
16,99 |
297 |
14,23 |
|
| 2025-07-17 |
13F |
Keystone Global Partners, LLC
|
|
|
|
70.351 |
43,61 |
2.243 |
39,84 |
|
| 2025-08-13 |
13F |
Twin Peaks Wealth Advisors, LLC
|
|
|
|
372 |
|
12 |
|
|
| 2025-07-09 |
13F |
Fermata Advisors, LLC
|
|
|
|
37.628 |
1,42 |
1.200 |
-1,32 |
|
| 2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
147.593 |
10,44 |
4.707 |
7,49 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
14.923 |
|
0 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
69.909 |
|
2.229 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
4.750 |
11,22 |
151 |
7,86 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
346.016 |
8,40 |
11.034 |
5,52 |
|
| 2025-06-30 |
NP |
SMILX - SMI 50/40/10 Fund
|
|
|
|
12.220 |
|
392 |
|
|
| 2025-08-14 |
13F |
Ambassador Advisors, LLC
|
|
|
|
425.447 |
3,77 |
13.568 |
1,02 |
|
| 2025-08-12 |
13F |
Sfmg, Llc
|
|
|
|
333.091 |
13,19 |
10.622 |
10,19 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
4.594 |
168,34 |
147 |
160,71 |
|
| 2025-07-03 |
13F |
Collective Family Office Llc
|
|
|
|
76.129 |
17,48 |
2.428 |
14,37 |
|
| 2025-07-10 |
13F |
Trust Point Inc.
|
|
|
|
31.744 |
1,59 |
1.012 |
-1,08 |
|
| 2025-07-30 |
13F |
LGT Financial Advisors LLC
|
|
|
|
683 |
8,07 |
22 |
5,00 |
|
| 2025-07-21 |
13F |
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
1.389.378 |
6,47 |
44.307 |
4,44 |
|
| 2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
107.338 |
6,69 |
3.423 |
3,88 |
|
| 2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
97.800 |
|
3.119 |
|
|
| 2025-08-14 |
13F |
Integrated Wealth Concepts LLC
|
|
|
|
17.299 |
70,79 |
552 |
66,47 |
|
| 2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
287.241 |
7,46 |
9.161 |
4,61 |
|
