Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF, omfatter Vise Technologies, Inc., Truist Financial Corp, Steward Partners Investment Advisory, Llc, Atria Wealth Solutions, Inc., Bessemer Group Inc, Jpmorgan Chase & Co, og Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.333 | 24,27 | 280 | 32,23 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 125.487 | 7,54 | 10.530 | 14,60 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3.508 | 9,56 | 294 | 16,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6.751 | 166,42 | 567 | 184,42 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.286 | 367 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 930 | 212,08 | 78 | 239,13 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 36.723 | 27,44 | 3.146 | 38,67 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 84.052 | 7.053 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.364.614 | 22,41 | 114.505 | 30,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.303 | 697 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 31.538 | 19,23 | 2.646 | 27,09 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5.870 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.190 | 49,32 | 352 | 59,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4.476 | 164,85 | 376 | 181,95 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.268 | 319,22 | 190 | 352,38 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24.148 | 6,84 | 2.026 | 13,88 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3.060 | 11,84 | 257 | 19,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 102 | 9 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2.560 | 71,70 | 215 | 82,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.613 | 1.941,77 | 135 | 2.150,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 625 | 83,82 | 52 | 92,59 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 48.398 | 14,42 | 4.061 | 21,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41.387 | 439,81 | 3.473 | 475,79 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 51.128 | 4.290 | ||||||
| 2025-06-26 | NP | URINX - Target Retirement Income Fund | 106.772 | 27,41 | 8.158 | 24,82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.468.966 | 11,18 | 639.792 | 20,95 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1.221.416 | 2,26 | 102.489 | 8,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14.755 | 87,96 | 1.238 | 100,32 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.125 | 0 | ||||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 114.594 | 9,56 | 9.286 | 7,68 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 70.747 | 317,24 | 5.936 | 344,64 |
