Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Elevation Series Trust - Sovereign's Capital Flourish Fund, omfatter OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Brown Advisory Inc, Moneta Group Investment Advisors Llc, OneAscent Family Office, LLC, Advisor Group Holdings, Inc., Raymond James Financial Inc, Jpmorgan Chase & Co, og GeoWealth Management, 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 | Vident Advisory, LLC | 413.584 | 0,02 | 12.474 | 1,53 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35.423 | 41,38 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 694 | 21 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 75.071 | 2 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7.462 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.401 | 19,76 | 344 | 21,63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 42.252 | 38,00 | 1.274 | 40,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.949 | 270 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 61.825 | 26,15 | 1.865 | 28,02 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18.575 | 560 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22.667 | 900,75 | 684 | 919,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 | 0 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 229.864 | 5,38 | 6.933 | 6,98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8.940 | 270 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 53.709 | 416,18 | 1.620 | 423,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 851.892 | 8,19 | 25.693 | 9,82 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22.646 | 61,00 | 683 | 63,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 27 | 1 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 72.736 | 30,91 | 2.194 | 32,91 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51.374 | 2,05 | 1.549 | 3,61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 538.613 | 5,66 | 16.245 | 7,26 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 69.183 | 2 |
