Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i T. Rowe Price Capital Appreciation Premium Income ETF, omfatter Pinnacle Wealth Management, LLC, Stifel Financial Corp, Stratos Wealth Advisors, LLC, Yarger Wealth Strategies, Llc, Lowe Wealth Advisors, LLC, NCM Capital Management, LLC, Essex Financial Services, Inc., Lighthouse Wealth Management Inc., Annis Gardner Whiting Capital Advisors, LLC, 4J Wealth Management LLC, Steward Partners Investment Advisory, Llc, Cambridge Investment Research Advisors, Inc., Concurrent Investment Advisors, LLC, Capital Investment Advisory Services, LLC, Bogart Wealth, LLC, Harbour Investments, Inc., og Fmr 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8.137 | 201 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 25.843 | 639 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 600 | 15 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 119.225 | 2.945 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 13.302 | 329 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 90.214 | 2.228 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 37.644 | 930 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11.665 | 288 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.301 | 106 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 101.103 | 7,42 | 2.498 | 9,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.665 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 41.854 | 1.034 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25.191 | 622 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 25.057 | 619 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 613 | 15 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 35.553 | 878 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 21.541 | 532 |
