Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETFis Series Trust I - Virtus Reaves Utilities ETF, omfatter Proficio Capital Partners LLC, Mainstay Capital Management Llc /adv, Bank Of America Corp /de/, Wise Wealth Partners, Thrivent Financial For Lutherans, Chicago Partners Investment Group LLC, Red Mountain Financial, LLC, Dynamic Advisor Solutions LLC, Essex Financial Services, Inc., Retireful, LLC, NDOW - Anydrus Advantage ETF, Brinker Capital Investments, LLC, IAM Advisory, LLC, Wealthspire Advisors, LLC, Raymond James Financial Inc, GPS Wealth Strategies Group, LLC, Pnc Financial Services Group, Inc., og Financially Speaking 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Wise Wealth Partners | 20.804 | 1.573 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3.864 | 23,77 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.255 | 10,67 | 851 | 31,17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2.380 | 9,17 | 180 | 27,86 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 186.506 | 1,85 | 14.100 | 19,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 30.034 | 2.271 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7.384 | 5,85 | 558 | 24,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.839 | 19,48 | 441 | 40,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.680 | 807 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52.792 | 4,71 | 3.991 | 22,57 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 19.371 | 30,95 | 1.464 | 53,30 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 3.800 | 287 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19.884 | 72,29 | 1.503 | 101,74 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7.268 | 41,65 | 550 | 65,86 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4.220 | 603,33 | 319 | 739,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 264.052 | 23,80 | 20 | 46,15 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 560 | 139,32 | 42 | 180,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.118 | 311 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 42.562 | 135,81 | 3.218 | 176,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 82.173 | 6.212 | ||||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 16.765 | 93,61 | 1.267 | 126,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.549 | 4,80 | 495 | 22,83 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4.652 | 17,56 | 352 | 37,65 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4.345 | 328 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 110 | 8 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10.892 | 1,11 | 823 | 18,42 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3.800 | 287 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.036 | 18,03 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.467 | 22,46 | 3.740 | 43,31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63.030 | 21,66 | 4.752 | 42,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 70 | 180,00 | 5 | 400,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6.085 | 7,97 | 460 | 26,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 296 | 43,69 | 22 | 69,23 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 9 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3.651 | 276 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 105.577 | 5,85 | 7.982 | 23,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 565.977 | 83,75 | 42.788 | 115,04 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 38.950 | 105,71 | 2.945 | 140,72 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5.705 | 25,97 | 431 | 47,60 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3.848 | 5,37 | 291 | 23,40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2.974 | 225 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5.179 | 392 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 124.028 | 27,41 | 9.378 | 49,10 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5.900 | 63,89 | 446 | 92,24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4.381 | 8,15 | 331 | 26,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.377 | 348,53 | 104 | 447,37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.878 | 19,23 | 444 | 39,62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52.623 | 58,99 | 3.978 | 86,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 83.524 | 61,12 | 6 | 100,00 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 262.572 | 19.850 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 933 | 71 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157.438 | 14,41 | 11.902 | 33,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 843 | 80,13 | 64 | 110,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 15.056 | 8,46 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26.786 | 76,82 | 2 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 16.866 | 0,48 | 1.275 | 17,62 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7.585 | 0,65 | 573 | 17,90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7.199 | 27,24 | 544 | 49,04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15.155 | 36,53 | 1.146 | 59,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.696 | 204 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 5.489 | 415 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.000 | 556 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 38.750 | 1,68 | 2.930 | 19,02 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 3.013 | 228 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10.409 | 1 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37.296 | 1,82 | 2.820 | 19,15 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2.811.223 | 3.577 |
