Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Zacks Trust - Zacks Small/Mid Cap ETF, omfatter GeoWealth Management, LLC, Carter Financial Group, INC., Advyzon Investment Management, LLC, Koshinski Asset Management, Inc., B.O.S.S. Retirement Advisors, LLC, Us Bancorp \de\, og Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | M1 Capital Management LLC | 36.152 | 83,42 | 1.225 | 105,54 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 41.315 | 19,87 | 1.411 | 34,51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6.290 | 213 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 130.279 | 14,82 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 24.011 | 144,76 | 814 | 174,66 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3.507 | 7,71 | 119 | 20,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16.696 | 566 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6.082 | 206 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 853 | 29 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 98.800 | 21,26 | 3.414 | 38,46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 183.926 | 2,89 | 6.233 | 15,26 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 52.702 | 388,84 | 1.786 | 447,85 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 27.563 | 21,40 | 934 | 36,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 372 | 12,05 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 55.414 | 13,20 | 1.878 | 26,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.852 | 13,04 | 1.622 | 26,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 431 | 15 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 148.899 | 4,88 | 5 | 25,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 16.382 | 555 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12.144 | 19,18 | 412 | 33,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 372.755 | 13,77 | 12.633 | 27,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699.141 | 9,36 | 23.694 | 22,50 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 468 | 8,33 | 16 | 15,38 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 23.282 | 7,90 | 801 | 20,81 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 673.056 | 10,35 | 22.810 | 23,61 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16.201 | 549 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11.826 | 401 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
