Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust IV - Main Thematic Innovation ETF, omfatter Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 920 | 124,39 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 62 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 610 | 56,81 | 14 | 133,33 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 108.293 | 4,50 | 2.634 | 54,43 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.037 | 24 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 72.653 | 0,36 | 1.696 | 32,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43.726 | 1.021 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 74.216 | 21,99 | 1.733 | 61,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 305.969 | 96,41 | 7.144 | 159,40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 | 14,69 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 136 | 3,82 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.876 | 1.618,67 | 277 | 2.208,33 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 37.499 | 0,90 | 876 | 33,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 957.469 | 3.587,68 | 22.357 | 4.770,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 2.920.503 | 0,15 | 68 | 33,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 107.714 | 18,93 | 2.515 | 57,09 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 440 | 15,79 | 10 | 66,67 |
