Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF, omfatter Colony Group, LLC, Assetmark, Inc, Clifford Group, LLC, Sincerus Advisory, LLC, Berkshire Money Management, Inc., Ameritas Advisory Services, LLC, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, CVA Family Office, LLC, og Wolff Wiese Magana 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 | Mariner, LLC | 3.000 | 0,10 | 374 | 9,36 | ||||
| 2025-06-30 | NP | VWITX - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1.167 | 0,00 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 657 | 42,83 | 82 | 57,69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3.693 | 21,20 | 461 | 32,56 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.225 | 30,20 | 403 | 42,55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12.391 | 36,69 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 886 | 0,34 | 111 | 10,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.523 | 9,54 | 560 | 19,66 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 4.363 | 4,68 | 498 | 3,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.421 | 302 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.497 | 8,75 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 37.319 | 1,51 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 214 | 27 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 | 1 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 35.429 | 0,39 | 4.422 | 9,81 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 1.675 | 209 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 682 | 0,29 | 85 | 10,39 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 191 | 0,53 | 24 | 9,52 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3.429 | 0,32 | 428 | 9,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5.132 | 32,17 | 640 | 33,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 864 | 0 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2.371 | 0,21 | 296 | 9,26 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 456 | 57 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 523 | 0,38 | 65 | 10,17 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 5.371 | 2,27 | 670 | 11,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2.352 | 4,30 | 294 | 14,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 115.068 | 5,79 | 14.363 | 15,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 1.959 | 0,26 | 245 | 9,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.552 | 142,13 | 319 | 165,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.387 | 0,01 | 3.668 | 9,39 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 975 | 0,21 | 122 | 9,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.107 | 52,32 | 1.386 | 66,59 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 1.587 | 201 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6.663 | 0,41 | 832 | 9,78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 609 | 0,33 | 76 | 10,14 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 8 | 1 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5.049 | 14,18 | 630 | 25,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10.314 | 16,89 | 1.287 | 27,81 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 92 | 11 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 5 | 1 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 80 | 10 | ||||||
| 2025-08-13 | 13F | KilterHowling LLC | 2.126 | 0,33 | 265 | 7,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 52.785 | 13,66 | 6.589 | 24,30 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6.083 | 2,51 | 759 | 12,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 533 | 2,11 | 67 | 11,86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.538 | 442 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2.180 | 0 |
