Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April, omfatter Prairie Wealth Advisors, Inc., Signal Advisors Wealth, LLC, Orion Portfolio Solutions, LLC, Gries Financial Llc, Retirement Planning Group, Simplicity Wealth,LLC, Arkadios Wealth Advisors, Lantz Financial LLC, Ausdal Financial Partners, Inc., Websterrogers Financial Advisors, Llc, Evolution Wealth Management Inc., UMA Financial Services, Inc., Aptus Capital Advisors, LLC, og Guardian Wealth Advisors, Llc / Nc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Citadel Advisors Llc | 15.276 | 32,62 | 478 | 39,36 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.160 | 36 | ||||||
2025-07-15 | 13F | McAdam, LLC | 24.561 | 769 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 8.839 | 277 | ||||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 1.089.402 | 34.098 | ||||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 73.014 | 9,75 | 2.285 | 15,06 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 7.281 | 228 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 32.808 | 119,03 | 1.036 | 131,77 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 6.514 | 204 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 108.611 | 0,73 | 3.400 | 5,59 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 13.753 | 430 | ||||||
2025-07-11 | 13F | Lantz Financial LLC | 10.519 | 329 | ||||||
2025-07-14 | 13F | Gries Financial Llc | 19.749 | 618 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 38.174 | 10,67 | 1.195 | 15,92 | ||||
2025-08-08 | 13F | Gts Securities Llc | 7.695 | 241 | ||||||
2025-07-30 | 13F | Retirement Planning Group | 19.407 | 607 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 170.960 | 1,00 | 5 | 0,00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12.054 | 377 | ||||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 7.000 | 219 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 125.836 | 123,28 | 3.939 | 134,13 | ||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 79.721 | 5,45 | 2.495 | 10,54 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 1.896.502 | 2.677,70 | 59.361 | 2.812,66 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 7.088 | 222 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 67.665 | 76,22 | 2.118 | 84,73 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 15.144 | 57,24 | 474 | 65,16 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.914 | 222,77 | 60 | 247,06 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 98.038 | 3.069 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 500 | 16 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 5.021 | 73,38 | 157 | 76,40 | ||||
2025-07-25 | 13F | Cwm, Llc | 127.549 | 29,11 | 4 | 50,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5.633 | 38,78 | 176 | 45,45 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 13.456 | 421 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.682 | 115 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 25.368 | 25,71 | 794 | 31,89 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 30.908 | 2,42 | 967 | 7,33 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20.094 | 600 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 34.814 | 1 | ||||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 10.904 | 54,71 | 341 | 62,38 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30.983 | 17,98 | 1 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 250 | 8 | ||||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 250 | 8 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161.108 | 35,25 | 5.043 | 41,79 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49.381 | 145,75 | 1.546 | 157,50 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 8.405 | 263 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 28.753 | 22,38 | 910 | 29,81 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 40.934 | 1.281 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 55.591 | 0,64 | 1.740 | 5,46 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5.129 | 9,22 | 161 | 14,29 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 525 | 16 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 177 | 6 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 238.495 | 9,16 | 7.465 | 14,15 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7.554 | 236 |