Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF, omfatter Level Four Advisory Services, Llc, Sentinel Pension Advisors Inc, Main Street Financial Solutions, LLC, Tribridge Partners Financial LLC, Crestwood Advisors Group LLC, Jones Financial Companies Lllp, AE Wealth Management LLC, og Johnson Financial 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | G&S Capital LLC | 23.572 | 24,99 | 609 | 24,80 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 4 | 0 | ||||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 481.347 | 0,64 | 12.443 | 0,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 35.508 | 4,24 | 918 | 4,09 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 385.533 | 560,41 | 9.966 | 565,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125.478 | 18,30 | 3.244 | 18,14 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5.143.368 | 47,09 | 132.956 | 46,90 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13.461 | 0 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 337.518 | 4,38 | 8.725 | 4,24 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 231.952 | 9,56 | 5.996 | 9,40 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3.288.789 | 24,01 | 85.015 | 23,85 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 444.754 | 7,63 | 11.497 | 7,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53.293 | 9,04 | 1.378 | 8,85 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 259.355 | 19,44 | 6.704 | 19,29 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.935.767 | 0,15 | 50.040 | 0,01 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 73.084 | 1.889 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 9.193 | 1,96 | 238 | 1,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.938 | 2,82 | 231 | 2,67 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 154.257 | 35,37 | 3.988 | 35,20 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1.271.655 | 32.872 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 21.037 | 39,09 | 544 | 38,87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25.953 | 80,23 | 671 | 80,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 65 | |||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.806 | 0,72 | 1 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 34.873 | 4,30 | 901 | 4,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 653.667 | 2.223,24 | 16.897 | 2.253,34 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 177.147 | 7,01 | 4.579 | 6,86 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 841.184 | 54,23 | 21.745 | 54,03 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 237.108 | 15,56 | 6.129 | 15,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43.698.035 | 12,56 | 1.127.409 | 12,19 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 611.022 | 2,98 | 15.795 | 2,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.950 | 50 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 630 | 16 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11.559 | 42,58 | 299 | 42,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 402.464 | 10 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 60.260 | 34,67 | 1.558 | 34,46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 321.794 | 9,27 | 8.318 | 9,12 | ||||
| 2025-06-25 | NP | ALIBX - ALPS | Smith Balanced Opportunity Fund Investor Class | 168.337 | 10,00 | 4.345 | 11,10 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 12.385 | 320 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41.278 | 100,79 | 1.067 | 100,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.115 | 0,05 | 391 | -0,26 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 323.202 | 8.355 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.370 | 418,46 | 87 | 443,75 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 31.897 | 1 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 1.132.470 | 12,02 | 29.274 | 11,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.528 | 64,83 | 195 | 64,41 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 295.740 | 24,05 | 7.630 | 23,64 |
