Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ProShares Trust - ProShares UltraPro S&P500, omfatter Marshall Financial Group LLC, SYM FINANCIAL Corp, Mittelman Wealth Management, Precedent Wealth Partners, Llc, Essex Financial Services, Inc., HC Advisors, LLC, Bellwether Advisors, LLC, WealthTrak Capital Management LLC, Jones Financial Companies Lllp, og Strategic Investment Solutions, Inc. /IL .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Bellwether Advisors, LLC | 250 | 23 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 122 | 121,82 | 11 | 175,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1.101 | 101 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 10.307 | 1 | ||||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 15.006 | 9,21 | 1.372 | 35,17 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 2.681 | 245 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 8.280 | 757 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.033 | 608,36 | 186 | 780,95 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 5.020 | 1,41 | 459 | 25,75 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 700 | 64 | ||||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 5.136 | 470 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 47.814 | 553,46 | 4.378 | 710,74 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 6.618 | 37,67 | 605 | 70,42 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.086 | 0,29 | 282 | 24,23 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 700 | 64 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 983 | 90 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 2.475 | 226 | ||||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 5.847 | 85,09 | 535 | 129,18 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1.460 | 14,60 | 134 | 41,49 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 4.244 | 417 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 3.717 | 0,03 | 340 | 23,72 | ||||
2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1.190.076 | 108.821 | ||||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 4.500 | 411 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 24.907 | 31,12 | 2.277 | 62,30 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 11.717 | 1.084 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 | 100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 627 | 96,55 | 57 | 185,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | CPR Investments Inc. | 8.218 | 751 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 8.042 | 45,74 | 735 | 80,59 | ||||
2025-08-14 | 13F | UBS Group AG | 89.699 | 16,51 | 8.202 | 44,17 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.720 | 0,22 | 341 | 24,00 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5.525 | 99,82 | 505 | 147,55 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 19.502 | 1.783 | ||||||
2025-08-11 | 13F | Gr Financial Group, Llc | 3.059 | 280 | ||||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 10.205 | 5,13 | 933 | 30,13 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2.724 | 249 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 16 | 1 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.550 | 5,80 | 142 | 90,54 | ||||
2025-08-14 | 13F | Dagco, Inc. | 251 | 18,96 | 23 | 46,67 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 182.914 | 2.778,27 | 16.726 | 3.466,10 | ||||
2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 83.958 | 185,41 | 8.234 | 278,88 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2.943 | 269 | ||||||
2025-08-08 | 13F | Mittelman Wealth Management | 4.345 | 397 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 2.697 | 247 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4.761 | 0,89 | 435 | 25,00 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 36.839 | 3.369 | ||||||
2025-07-08 | 13F | Rise Advisors, LLC | 720 | 0,28 | 66 | 22,64 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 9.111 | 833 | ||||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 1.222 | 0,25 | 0 | |||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 3.264 | 298 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 439.900 | 92,52 | 40.224 | 138,21 | |||
2025-07-09 | 13F | Westmount Partners, LLC | 8.226 | 3,37 | 752 | 27,89 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26.184 | 329,88 | 2.401 | 432,37 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 199.300 | 45,90 | 18.224 | 80,53 | |||
2025-08-08 | 13F | Creative Planning | 36.494 | 14,47 | 3.337 | 41,64 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 28.481 | 4,17 | 2.793 | 67,25 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 71.070 | 6.497 | ||||||
2025-05-27 | NP | NAVFX - The Sector Rotation Fund No Load Shares | 15.000 | 50,00 | 1.108 | 25,06 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 157 | 15,44 | 14 | 40,00 | ||||
2025-08-12 | 13F | Change Path, LLC | 5.366 | 22,76 | 491 | 51,70 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 48.829 | 10,45 | 4.465 | 36,68 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 362.700 | 5,59 | 33.165 | 30,65 | |||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2.967 | 271 | ||||||
2025-08-01 | 13F | Howard Capital Management Inc. | 1.190.076 | 109.093 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 32.117 | 8.796,68 | 2.937 | 11.192,31 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 795.300 | 95,65 | 72.722 | 142,08 | |||
2025-08-13 | 13F | Jones Financial Companies Lllp | 100 | 9 | ||||||
2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | 52 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | Put | 1.600 | 146 | |||||
2025-05-29 | NP | TFAQX - TFA Quantitative Fund Class I | 9.600 | 9.500,00 | 709 | 8.762,50 | ||||
2025-08-13 | 13F | HAP Trading, LLC | Call | 10.200 | 131 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9.231 | 40,85 | 845 | 74,23 | ||||
2025-08-26 | NP | CRDBX - Conquer Risk Defensive Bull Fund | 3.186.032 | 134,68 | 291.331 | 292,03 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 21.000 | 250,00 | 1.920 | 333,41 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 17.677 | 4,73 | 1.621 | 29,60 | ||||
2025-08-12 | 13F | Erickson Financial Group, LLC | 8.998 | 9,95 | 823 | 36,09 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 11.375 | 1.040 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 846 | 100,47 | 77 | 148,39 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 27.267 | 40,18 | 2.493 | 73,49 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2.877 | 263 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 6.497 | 26,11 | 595 | 55,91 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 629 | 0,32 | 57 | 23,91 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 116 | 11 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.779 | 2,97 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 347.277 | 1.523,47 | 31.755 | 1.909,81 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 910.500 | 23,12 | 83.256 | 52,35 |