Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March, omfatter Talon Private Wealth, LLC, WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Tableaux Llc, Gries Financial Llc, CRA Financial Services, LLC, Arkadios Wealth Advisors, Garden State Investment Advisory Services LLC, LaSalle St. Investment Advisors, LLC, og Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 63.970 | 2.406 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 18.521 | 1,91 | 697 | 7,74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54.703 | 8,61 | 2.057 | 14,92 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.071 | 37,84 | 40 | 48,15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.279 | 387 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 38.473 | 8,75 | 1.447 | 15,04 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 68.910 | 2,74 | 2.592 | 8,68 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 908.363 | 34.164 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 353 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 30.475 | 8,84 | 1.146 | 15,18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16.525 | 18,04 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.554.378 | 6.228,13 | 58.460 | 6.596,45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.490 | 5,14 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 16.500 | 621 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.629 | 112,02 | 625 | 124,82 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 23.823 | 2,29 | 896 | 8,22 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 149.328 | 14,10 | 5.616 | 20,72 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 195.982 | 2.497,16 | 7.371 | 2.650,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.533 | 208 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92.856 | 10,77 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.209 | 3,78 | 534 | 9,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15.519 | 48,89 | 584 | 57,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23.403 | 0,65 | 1 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5.550 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65.998 | 126,02 | 2.482 | 139,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.569 | 129,68 | 1 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9.100 | 342 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 30.823 | 0,46 | 1.159 | 6,33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 135.566 | 9,61 | 5.099 | 15,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.166 | 81 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59.498 | 2.238 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89.170 | 10,07 | 3.354 | 16,46 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19.097 | 7,63 | 1 | -100,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 234.182 | 8.808 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13.010 | 489 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 62.936 | 3.151 |
