Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust IV - Main Sector Rotation ETF, omfatter Tactive Advisors, LLC, Gibbs Wealth Management, Triad Wealth Partners, LLC, Tripletail Wealth Management, LLC, Armis Advisers, LLC, J.w. Cole Advisors, Inc., Aqr Capital Management Llc, Buck Wealth Strategies, LLC, Perigon Wealth Management, LLC, Signal Advisors Wealth, LLC, og Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 3.840 | 44,47 | 223 | 64,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.802 | 24,10 | 105 | 40,54 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 26.460 | 1.537 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 88.809 | 60,37 | 5.157 | 82,42 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 116.273 | 7,55 | 6.773 | 22,35 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 804.635 | 6,70 | 46.999 | 33,06 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 512.662 | 27,87 | 29.770 | 45,43 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10.523 | 607 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10.658 | 621 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6.456 | 0,59 | 387 | 17,68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11.472 | 21,01 | 666 | 37,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5.844 | 339 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 230.000 | 0,89 | 13.664 | 18,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 980 | 5,15 | 57 | 9,80 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 320.140 | 2,27 | 18.591 | 16,31 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 41.995 | 0,68 | 2.439 | 14,51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.596 | 499 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 20.094 | 19,72 | 1.167 | 36,21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3.877 | 225 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 425.082 | 1,48 | 24.684 | 15,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.094.863 | 16,90 | 63.579 | 32,94 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 48.566 | 2.820 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 28.471 | 1.653 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.437 | 316 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20.809 | 65,97 | 1.208 | 88,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157.823 | 21,00 | 9.165 | 37,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 517 | 30 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 39.586 | 2,38 | 2.299 | 16,41 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 42.406 | 9,42 | 2.463 | 24,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 569.987 | 1,77 | 33.099 | 15,75 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8.511 | 494 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 18.510 | 1.098 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4.218 | 245 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14.365 | 7,17 | 834 | 21,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.958.356 | 50,16 | 171.792 | 70,77 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 48.478 | 3,47 | 2.815 | 17,68 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 44.138 | 1,23 | 2.563 | 6,97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.575 | 97,74 | 1.021 | 125,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.666.366 | 3.879,94 | 387.116 | 4.426,61 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3.777 | 219 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 155.435 | 5,72 | 9.026 | 20,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31.964 | 299,05 | 1.856 | 354,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25.131 | 14,92 | 1.459 | 30,85 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 82.106 | 16,23 | 4.770 | 27,65 |
