Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund, omfatter XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Wealthspire Advisors, LLC, StoneX Group Inc., American National Bank, Concurrent Investment Advisors, LLC, Smartleaf Asset Management LLC, Morgan Dempsey Capital Management Llc, Beacon Capital Management, LLC, Hemington Wealth Management, og Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1.157.668 | 0,39 | 28.062 | -0,19 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1.502 | 36 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 31.326 | 2,25 | 759 | 1,74 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 45.541 | 44,45 | 1.104 | 43,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9.539 | 231 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 22.600 | 112,87 | 548 | 112,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 102 | 325,00 | 2 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 25.400 | 8,84 | 616 | 8,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.241 | 33,23 | 54 | 31,71 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 4.926 | 119 | ||||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 132.207 | 18,74 | 3.205 | 18,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.474.559 | 1,34 | 35.743 | 0,76 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11.234 | 1,37 | 272 | 0,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25.439 | 26,53 | 617 | 25,71 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 323 | 1,57 | 8 | 0,00 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 44.042 | 1.068 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27.976 | 5,43 | 678 | 4,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 99.958 | 13,19 | 2.423 | 12,55 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12.634 | 306 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 683.782 | 6,29 | 16.575 | 5,67 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 197 | 5 | ||||||
| 2025-07-16 | 13F | American National Bank | 10.754 | 261 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 18.765 | 16,95 | 455 | 16,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 495 | 41,83 | 12 | 37,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.428 | 114,27 | 156 | 112,33 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32.357 | 3,92 | 784 | 3,29 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11.305 | 262 | ||||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 15.397 | 15,99 | 373 | 15,48 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 13.042 | 1,54 | 316 | 0,96 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32.877 | 1 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26.653 | 23,09 | 646 | 22,58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 40.540 | 6,36 | 982 | 6,05 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14.655 | 7,48 | 355 | 6,93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 92.737.606 | 11,18 | 2.247.960 | 10,54 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6.082 | 28,39 | 147 | 27,83 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 164.204 | 6,03 | 3.980 | 5,43 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1.820.715 | 2,23 | 44.134 | 1,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2.737 | 714,58 | 66 | 725,00 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 107.500 | 2.606 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 177.939 | 0,09 | 4.313 | -0,48 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 896 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 33.132 | 0,98 | 803 | 0,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 421.149 | 11,95 | 10.209 | 11,31 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.032 | 25 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 532.731 | 3,68 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47.398 | 1.149 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 934.247 | 315,10 | 22.646 | 312,72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 70 | 2 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7.815 | 189 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 46.387 | 13,37 | 1.124 | 12,74 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 101.509 | 2.461 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 512.356 | 0,69 | 12.420 | 0,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19.974 | 484 |
