Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Summit State Bank, omfatter DFSU - Dimensional US Sustainability Core 1 ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Caldwell Securities, Inc | 349.264 | 11,55 | 3.786 | 31,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21.170 | 11,76 | 229 | 31,61 | ||||
| 2025-06-26 | NP | DFSU - Dimensional US Sustainability Core 1 ETF | 557 | 5 | ||||||
| 2025-06-26 | NP | DFSV - Dimensional US Small Cap Value ETF | 1.516 | 37.800,00 | 14 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | DFAT - Dimensional U.S. Targeted Value ETF | 2.419 | 173,33 | 22 | 250,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48 | 17,07 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 1.354 | 20,25 | 15 | 40,00 | ||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 55.376 | 1,20 | 600 | 18,81 | ||||
| 2025-08-13 | 13F | M3F, Inc. | 352.850 | 17,06 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 15.727 | 8,62 | 170 | 27,82 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 79.749 | 4,59 | 864 | 22,90 | ||||
| 2025-07-24 | NP | FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 | 7.053 | 12,92 | 69 | 32,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10.739 | 1.073.800,00 | 116 | |||||
| 2025-08-28 | NP | IWC - iShares Micro-Cap ETF | 13.670 | 8,06 | 148 | 27,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 |
