Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares Core Plus Intermediate Bond ETF, omfatter Cahaba Wealth Management, Inc., Kestra Advisory Services, LLC, og Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Correct Capital Wealth Management | 779.672 | 0,94 | 17.036 | 1,17 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 15.196.523 | 44,50 | 332.044 | 44,83 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 267.431 | 0,18 | 5.843 | 0,41 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 567.170 | 44,62 | 12.251 | 42,71 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 4.831.796 | 43,94 | 104.367 | 42,03 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 16.731.387 | 332,12 | 365.581 | 333,11 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 978.234 | 40,10 | 21.130 | 38,24 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 118.385 | 7,68 | 2.587 | 7,93 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 836.066 | 168,13 | 18.268 | 168,77 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4.078.975 | 0,13 | 89.126 | 0,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.500 | 208 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 473 | 10 | ||||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 8.819.323 | 45,31 | 190.497 | 43,38 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 36.565 | 2,70 | 799 | 2,84 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 20.531 | 3,70 | 449 | 3,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14.247 | 311 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 5.283.185 | 6,50 | 115.438 | 6,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 301.123 | 5,25 | 6.580 | 5,50 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 23.835 | 521 |
