Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June, omfatter Seacrest Wealth Management, Llc, Barnes Dennig Private Wealth Management LLC, Raymond James Financial Inc, og Chapman Financial Group, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 34.725 | 10,34 | 1.239 | 18,81 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 14.185 | 505 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18.597 | 6,59 | 663 | 14,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.063 | 19,17 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7.687 | 175,82 | 274 | 196,74 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25.404 | 20,00 | 905 | 28,96 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6.336 | 226 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 715 | 25 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17.079 | 16,30 | 608 | 25,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.397 | 26,27 | 0 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 54.455 | 150,91 | 1.940 | 169,68 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 156.677 | 2,34 | 5.581 | 10,02 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9.853 | 351 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 28.810 | 10,23 | 1.026 | 18,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.745 | 206 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 4.459 | 159 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 29.466 | 0,26 | 1.050 | 7,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 29.391 | 1.047 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 24.581 | 12,34 | 876 | 20,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20.553 | 630,12 | 732 | 815,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 151.276 | 9,00 | 5.388 | 16,90 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1.200 | 43 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 59.099 | 253,84 | 2 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 61.991 | 72,75 | 1.703 | 43,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42.278 | 77,27 | 1.506 | 90,51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.688 | 203 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 104.756 | 3.731 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 222.471 | 8,27 | 7.924 | 16,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 29.117 | 11,26 | 1.037 | 19,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57.635 | 35,02 | 2.053 | 45,12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 34.280 | 1.221 |
