Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF, omfatter Insight Wealth Strategies, LLC, Tempus Wealth Planning, LLC, 1620 Investment Advisors, Inc., Savvy Advisors, Inc., Dynamic Advisor Solutions LLC, Hidden Cove Wealth Management, LLC, Jefferies Financial Group Inc., D.a. Davidson & Co., Prospera Financial Services Inc, Two Sigma Securities, Llc, EverSource Wealth Advisors, LLC, Brown, Lisle/cummings, Inc., First Horizon Advisors, Inc., Private Trust Co Na, og Salem Investment Counselors 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-07 | 13F | Centurion Wealth Management LLC | 80.276 | 1.454,53 | 4.129 | 1.451,88 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.376 | 122 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 3.917 | 201 | ||||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 40.235 | 2.069 | ||||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19.757 | 1.016 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197.056 | 0,14 | 10.135 | 0,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 128.629 | 61,22 | 6.615 | 62,45 | ||||
2025-08-14 | 13F | Fmr Llc | 23 | 1 | ||||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 2.067 | 24,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 19 | 1 | ||||||
2025-08-11 | 13F | Aviso Wealth Management | 74.767 | 8,13 | 3.845 | 8,95 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 46 | 2 | ||||||
2025-08-04 | 13F | 4J Wealth Management LLC | 178.423 | 7,88 | 9.176 | 8,71 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 416.019 | 21.421 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 8.371 | 46,71 | 431 | 47,77 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7.900 | 16,24 | 406 | 17,34 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 14.099 | 12,55 | 725 | 13,46 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 5 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 14.055 | 84,11 | 723 | 83,25 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 6.755 | 347 | ||||||
2025-07-22 | 13F | My Personal CFO, LLC | 46.917 | 568,52 | 2.413 | 573,74 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26.041 | 35,60 | 1.339 | 36,63 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 7.920 | 407 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50.266 | 25,37 | 3 | 0,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6.446 | 7,06 | 332 | 7,82 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5.998 | 308 | ||||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 6.419 | 330 | ||||||
2025-08-14 | 13F | Mariner, LLC | 22.172 | 45,59 | 1.140 | 46,72 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162.649 | 10,49 | 8.367 | 11,34 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 6.395 | 4,37 | 329 | 5,13 | ||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 16.081 | 33,57 | 827 | 34,69 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 24.881 | 67,02 | 1.280 | 68,29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46.565 | 48,37 | 2 | 100,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.860 | 37,83 | 147 | 40,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 212.496 | 1,74 | 10.929 | 2,51 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21.770 | 13,83 | 1.122 | 14,86 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7.806 | 401 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11.248 | 578 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 21.740 | 152,41 | 1.118 | 154,67 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10.412 | 535 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.957 | 27,67 | 1.026 | 28,73 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 | 1 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 5.696 | 293 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 21 | ||||||
2025-07-30 | 13F | Castle Wealth Management Llc | 233.118 | 2,69 | 11.989 | 3,48 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 47.756 | 103,77 | 2.456 | 105,27 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 1.950 | 2,47 | 100 | 3,09 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 31.475 | 206,24 | 1.619 | 208,78 |