Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares Dividend Accelerator ETF, omfatter Global Retirement Partners, LLC, Intelligent Financial Strategies, og Cwm, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1.081.362 | 4,22 | 56.015 | 4,46 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 263 | 14 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 132 | 0,76 | 7 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.973 | 2,85 | 776 | 3,06 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 7.035 | 11,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 49.725 | 19,57 | 2.576 | 19,82 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 90.745 | 2,11 | 4.701 | 2,35 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 4.371 | 0,60 | 226 | 0,89 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.396 | 0,30 | 176 | 0,57 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 8.611 | 0,05 | 446 | 0,45 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 15.972 | 827 | ||||||
2025-07-31 | 13F | DDD Partners, LLC | 100.744 | 2,73 | 5.219 | 2,96 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 96.030 | 0,16 | 4.974 | 0,38 | ||||
2025-07-25 | 13F | Cwm, Llc | 232 | 0 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 488.467 | 5,07 | 25.244 | 6,82 | ||||
2025-08-14 | 13F | UBS Group AG | 18.752 | 971 | ||||||
2025-07-31 | 13F | Intelligent Financial Strategies | 460 | 24 | ||||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 90 | 1,12 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 23.133 | 212,44 | 1.198 | 212,79 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 39.280 | 76,98 | 2.035 | 77,33 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 10.217 | 0,89 | 529 | 1,15 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 16.499 | 0,41 | 868 | 8,10 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44.522 | 1,74 | 2 | 0,00 | ||||
2025-07-07 | 13F | Investors Research Corp | 271.473 | 8,86 | 14.062 | 9,11 | ||||
2025-08-14 | 13F | Fmr Llc | 84 | 425,00 | 4 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 49.200 | 1,67 | 2.549 | 1,92 |