Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETF Opportunities Trust - TappAlpha S&P 500 Growth & Daily Income ETF, omfatter Clear Street Group Inc., Chicago Partners Investment Group LLC, Wealthcare Advisory Partners LLC, Kingsview Wealth Management, LLC, Sanctuary Advisors, LLC, Citadel Advisors Llc, Cwm, Llc, Farther Finance Advisors, LLC, SWAN Capital LLC, Bank Of Montreal /can/, Jpmorgan Chase & Co, AE Wealth Management LLC, og Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 13.454 | 311 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 23.666 | 24,34 | 1 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.581 | 106 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 38.661 | 97,18 | 895 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 16.267 | 377 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 700 | 16 | ||||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 850 | 13,33 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13.284 | 308 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 5.115 | 118 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 958 | 22 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 | 0 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 385 | 9,07 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 36 | 80,00 | 1 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 3.251 | 75 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 15.007 | 5,68 | 347 | -4,14 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 67.255 | 14,77 | 1.557 | 4,15 | ||||
| 2026-05-15 | 13F | Clear Street Group Inc. | 554.049 | 12.826 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 10.307 | 239 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 12.100 | 280 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 18.074 | 452 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 353.539 | 5,86 | 8.284 | -2,74 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 66.685 | 5,50 | 1.562 | -3,04 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.950 | 34,48 | 45 | 25,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 100 | 2 | ||||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 59.091 | 8,41 | 1.368 | -1,58 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 6.644 | 53,80 | 154 | 39,09 |
