Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Schwab Strategic Trust - Schwab Government Money Market ETF, omfatter Moulton Wealth Management, Inc, Advisor OS, LLC, Mjp Associates Inc /adv, Clear Creek Financial Management, LLC, Goldman Sachs Group Inc, Vista Cima Wealth Management LLC, Beacon Pointe Advisors, LLC, WPWealth LLP, United Capital Financial Advisers, Llc, Mendota Financial Group, LLC, Johnson Investment Counsel Inc, Mirador Capital Partners LP, Private Client Services, Llc, AE Wealth Management LLC, Iams Wealth Management, Llc, Integrity Alliance, Llc., Capital Planning Advisors, LLC, Richard P Slaughter Associates Inc, SRS Capital Advisors, Inc., og Daymark Wealth Partners, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 2.480 | 250 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.969 | 299 | ||||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 2.982 | 300 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.037 | 1,55 | 205 | 1,99 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 27.573 | 216,46 | 2.777 | 217,37 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 600 | 60 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 18.437 | 58,05 | 1.857 | 58,45 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 3.504 | 0,57 | 353 | 0,57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 31.388 | 3.161 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.126 | 338,17 | 1.020 | 339,22 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.557 | 473,71 | 358 | 477,42 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 890 | 90 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5.962 | 600 | ||||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 16.361 | 12,22 | 1.648 | 12,50 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 2.867 | 289 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2.596 | 261 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 4.610.837 | 4.611 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 2.980 | 300 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 43.932 | 4.425 | ||||||
| 2026-05-11 | 13F | WPWealth LLP | 6.198 | 624 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7.497 | 88,04 | 755 | 88,75 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5.269 | 123,93 | 531 | 124,58 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 105 | 11 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 6.619 | 55,81 | 667 | 56,34 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 78.843 | 7.941 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 5.797 | 584 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4.869 | 490 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.226 | 224 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 3 | 0 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 169.162 | 17.038 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 173.271 | 17.452 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 149 | 15 | ||||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 2.471.981 | 682,52 | 2.472 | 684,44 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 17.845 | 5,44 | 1.797 | 5,71 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 11.506 | 100,66 | 1.159 | 101,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12.680 | 1.277 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 2.460 | 248 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.220 | 224 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 158 | 4,64 | 16 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 114 | 11 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 86.322 | 2.806,46 | 8.694 | 2.817,45 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 15.714 | 1.583 |
