Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF, omfatter Apollon Wealth Management, LLC, BridgePort Financial Solutions, LLC, Foundations Investment Advisors, LLC, Cowa, Llc, First Citizens Financial Corp, RHS Financial, LLC, Harbor Asset Planning, Inc., Savvy Advisors, Inc., Ameritas Advisory Services, LLC, Strategic Wealth Partners, Ltd., Bank Of Montreal /can/, Frazier Financial Advisors, LLC, og Ritter Daniher Financial Advisory LLC / DE .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.533 | 206 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6.603 | 888 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 442 | 59 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 31 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12.608 | 2,42 | 1.696 | 9,07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.413 | 8,46 | 728 | 15,40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7.334 | 28,96 | 986 | 37,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60 | 3,45 | 8 | 14,29 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 105.315 | 0,15 | 14 | 7,69 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 15.969 | 133,16 | 2.148 | 148,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40.837 | 107,96 | 5.493 | 121,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.945 | 396,25 | 1.069 | 428,71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.234 | 0,49 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 45 | 6 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 2.373 | 319 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 203 | 1,00 | 27 | 3,85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1.489 | 200 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6.222 | 0,10 | 837 | 6,50 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 11.890 | 14,58 | 1.599 | 22,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15.593 | 37,87 | 2.098 | 46,85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 61.873 | 10,05 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6.842 | 920 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37.102 | 68,21 | 4.990 | 79,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15.249 | 3,67 | 2.051 | 10,39 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10.147 | 19,76 | 1.365 | 27,48 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4.163 | 560 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5.861 | 788 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1.602 | 215 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1.067 | 0,85 | 144 | 7,52 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 2.248 | 302 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 21.400,00 | 29 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 210 | 0,96 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 143.379 | 378,25 | 19.284 | 409,19 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 229 | 47,74 | 31 | 57,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.303 | 444 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 500 | 100,00 | 67 | 116,13 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12.959 | 12,01 | 1.743 | 19,30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 339 | 46 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 1 |
