Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF, omfatter Journey Advisory Group, LLC, Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Brookwood Investment Group LLC, Wealthcare Advisory Partners LLC, Rockefeller Capital Management L.P., og Briaud Financial Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 79.310 | 10,91 | 3.755 | 11,16 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1.884 | 0,48 | 89 | 1,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16.131 | 1,42 | 764 | 1,60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.595 | 53,96 | 170 | 54,55 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 89.577 | 4.241 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28.081 | 9,04 | 1.330 | 9,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13.607 | 644 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.879 | 1,66 | 135 | 0,75 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 19.612 | 71,63 | 929 | 72,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 156.666 | 52,81 | 7.418 | 53,14 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10.000 | 17,65 | 474 | 17,96 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5.360 | 5,72 | 254 | 5,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31.861 | 11,57 | 1.509 | 11,79 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191.550 | 9.070 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30.123 | 1.426 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5.151 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 370,59 | 19 | 350,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29.133 | 9,65 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.269 | 202 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 99 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65.891 | 82,74 | 3.120 | 83,15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 391.299 | 157,81 | 18.528 | 158,36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 43.074 | 1,32 | 2.040 | 1,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 79.075 | 17,47 | 3.744 | 18,71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.072 | 477 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22.596 | 1,11 | 1.070 | 1,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 67.912 | 2,12 | 3.216 | 2,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28.230 | 15,24 | 1.337 | 15,47 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 63.737 | 0,02 | 3.018 | 0,23 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 70.321 | 3.330 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42.836 | 756,72 | 2.028 | 759,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15.005 | 151,76 | 710 | 152,67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 604 | 29 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 90.597 | 4.290 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 143.343 | 0,57 | 6.787 | 0,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.174 | 340 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 419 | 1.721,74 | 20 | 1.800,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 163.809 | 3,28 | 7.756 | 3,50 |
