Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December, omfatter Richard P Slaughter Associates Inc, Family Legacy Financial Solutions, LLC, Sigma Planning Corp, Kestra Private Wealth Services, Llc, Founders Financial Securities Llc, Nations Financial Group Inc, /ia/ /adv, Centaurus Financial, Inc., Old Port Advisors, Wedbush Securities Inc, Buckingham Strategic Partners, Advance Capital Management, Inc., NWF Advisory Services Inc., Catalina Capital Group, LLC, WPWealth LLP, Great Valley Advisor Group, Inc., Hrt Financial Lp, Evolution Wealth Management Inc., Tableaux Llc, og Assetmark, Inc .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 2.401.201 | 1,43 | 87.500 | 7,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 131.319 | 2,52 | 4.785 | 8,92 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 48.422 | 30,93 | 1.764 | 39,12 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16.027 | 1 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 376.720 | 13.728 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5.293 | 193 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181.756 | 6.623 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409.766 | 8,85 | 15 | 16,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.948 | 92,75 | 1.784 | 104,71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7.028 | 17,39 | 256 | 24,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35.819 | 1.305 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9.620 | 351 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 460.973 | 19,72 | 16.798 | 27,19 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.936 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 168.747 | 26,00 | 6.149 | 33,88 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 135.656 | 17,96 | 4.943 | 25,33 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 16.875 | 615 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 958.228 | 0,73 | 34.918 | 7,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 78.327 | 74,57 | 2.854 | 85,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 156.146 | 128,86 | 5.690 | 143,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.049 | 876 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30.600 | 1.115 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8.347 | 304 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7.031 | 16,10 | 256 | 25,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.886 | 178 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25.577 | 932 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13.413 | 10,21 | 487 | 16,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50.158 | 12,95 | 1.828 | 19,96 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10.950 | 87,28 | 399 | 99,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.674 | 33,73 | 353 | 41,94 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7.532 | 274 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 293.421 | 556,44 | 10.692 | 597,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.292 | 4,66 | 339 | 11,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18.405 | 1 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 673 | 327 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 305.957 | 22,98 | 11.149 | 30,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34.691 | 136,86 | 1.264 | 151,79 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 56.917 | 6,16 | 1.889 | -1,15 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4.550 | 1,11 | 166 | 7,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 380 | 14 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18.780 | 684 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 12.413 | 215,53 | 452 | 237,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 153.632 | 862,91 | 5.598 | 923,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.200 | 48,84 | 117 | 58,90 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25.311 | 29,45 | 922 | 37,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15.298 | 557 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7.533 | 10,55 | 275 | 17,60 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 51.484 | 0,71 | 1.876 | 7,02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6.234 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.200 | 48,84 | 117 | 58,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35.080 | 13,71 | 1.278 | 20,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.320 | 267 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.316 | 303 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51.665 | 1.883 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49.699 | 0,26 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 139.109 | 10,08 | 5.069 | 16,93 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7.613 | 13,88 | 277 | 20,96 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21.311 | 777 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 7.520 | 274 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 119.278 | 13,67 | 4.346 | 20,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209.424 | 60,81 | 7.631 | 70,87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18.394 | 38,95 | 683 | 50,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66.583 | 258,15 | 2 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44.082 | 1.606 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.900 | 470 |
