Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF, omfatter Total Clarity Wealth Management, Inc., Cannon Wealth Management Services, LLC, WealthCare Investment Partners, LLC, og Glass Jacobson Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12.119 | 0,32 | 1.742 | 7,87 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.035 | 3,87 | 1.299 | 11,70 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 1.544 | 1,05 | 222 | 8,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 55 | 8 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22.224 | 9,26 | 3 | 50,00 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4.258 | 0,33 | 612 | 11,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.984 | 0,54 | 733 | 10,73 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 14.673 | 0,51 | 2.109 | 8,05 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 3.618 | 0,08 | 520 | 7,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1.433 | 206 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 26.999 | 3,67 | 3.880 | 11,49 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1.456 | 214 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.750 | 0,29 | 252 | 7,73 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10.064 | 74,75 | 1.470 | 91,03 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12.989 | 3,13 | 1.873 | 10,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 148 | 279,49 | 21 | 320,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 69.944 | 2,13 | 10.052 | 9,82 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9.831 | 1.413 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.994 | 1,47 | 1.580 | 9,12 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3.901 | 0,36 | 561 | 2,38 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 1.952 | 281 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3.669 | 109,78 | 527 | 126,18 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4.729 | 2,54 | 680 | 10,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11.852 | 31,54 | 1.703 | 41,45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37.270 | 105,70 | 5.361 | 121,40 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.275 | 23,78 | 327 | 33,06 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 112.699 | 118,19 | 16.197 | 134,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 55.131 | 5,88 | 7.923 | 13,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8.609 | 217,44 | 1.237 | 241,71 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 46.908 | 34,08 | 6.508 | 30,42 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 8.221 | 1,18 | 1.182 | 8,85 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 442 | 64 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4.060 | 584 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3.491 | 13,12 | 502 | 21,60 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 214 | 47,59 | 31 | 57,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 122.887 | 5,79 | 17.661 | 13,76 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 56 | 1,82 | 10 | 0,00 |
