Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The Timothy Plan - Timothy Plan US Small Cap Core ETF, omfatter Pioneer Wealth Management Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 16.653 | 1,14 | 644 | 5,75 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 48.789 | 1.887 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 47.526 | 181,99 | 1.838 | 194,55 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.892 | 15,87 | 437 | 25,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2.101 | 1.411,51 | 81 | 1.925,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 37.709 | 20,25 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.034 | 68,95 | 40 | 77,27 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1.870 | 0,05 | 72 | 4,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17.161 | 42,59 | 664 | 49,89 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 22.792 | 14,06 | 882 | 19,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35.109 | 15,17 | 1.358 | 20,39 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6.345 | 3,02 | 245 | 7,46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17.240 | 36,31 | 667 | 42,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 143.059 | 4,72 | 5.534 | 9,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20.228 | 15,96 | 782 | 21,24 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4.068 | 26,41 | 157 | 31,93 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 6.974 | 270 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21.133 | 14,00 | 818 | 19,10 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 19.041 | 52,07 | 737 | 58,96 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 234.255 | 7,43 | 9.061 | 12,21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 15.796 | 67,77 | 611 | 81,31 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20.664 | 0,50 | 799 | 4,99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25.796 | 1,01 | 998 | 5,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 98 | 12,64 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16.383 | 8,43 | 634 | 13,24 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 6.974 | 19,75 | 270 | 25,12 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63.390 | 10,81 | 2.452 | 15,72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.487 | 30,90 | 58 | 35,71 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 69.149 | 10,76 | 2.675 | 15,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 153.339 | 2,56 | 6.152 | 11,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42.444 | 8,59 | 1.642 | 13,41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 571 | 9,60 | 22 | 15,79 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 10.630 | 78,90 | 423 | 110,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11.917 | 3,50 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 387 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10.186 | 25,41 | 394 | 31,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 44.373 | 55,94 | 1.716 | 62,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130.041 | 29,28 | 5.030 | 35,04 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 408 | 12,09 | 16 | 15,38 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 186.107 | 0,13 | 7.199 | 4,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 380.406 | 78,66 | 14.714 | 86,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8.874 | 35,30 | 343 | 41,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 400 | 15 | ||||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 134.541 | 1.087,27 | 5.204 | 1.269,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46.911 | 2,45 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12.670 | 45,52 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 42.431 | 3,03 | 1.641 | 7,68 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 50.054 | 12,49 | 1.936 | 17,55 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18.595 | 25,97 | 719 | 31,68 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 18.770 | 10,04 | 726 | 15,06 |
