Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust IV - Inspire International ETF, omfatter Christian Investment Advisors, Inc., Sagespring Wealth Partners, Llc, Betterment LLC, Nations Financial Group Inc, /ia/ /adv, Centaurus Financial, Inc., Ameritas Advisory Services, LLC, Ronald Blue Trust, Inc., AdvisorNet Financial, Inc, og FNY Investment Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53.589 | 6,17 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 15.277 | 9,74 | 524 | 22,20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.519 | 86 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 30 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 634 | 5,67 | 22 | 16,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55 | 2 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 27.951 | 1,50 | 958 | 13,12 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 15.600 | 38,05 | 535 | 53,89 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 62.752 | 46,30 | 2.151 | 63,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30.278 | 26,95 | 1.038 | 41,47 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 440.058 | 6.297,12 | 15.081 | 7.046,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22.216 | 3,76 | 761 | 15,65 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 158.185 | 59,51 | 5 | 66,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36.760 | 1,50 | 1.260 | 13,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 527 | 21,43 | 18 | 38,46 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 271 | 0,37 | 9 | 12,50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.149 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 26.970 | 43,98 | 924 | 60,70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 66.134 | 0,15 | 2.266 | 11,63 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.662 | 1.366,04 | 160 | 1.490,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 16.168 | 13,94 | 554 | 27,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 55.779 | 27,47 | 1.912 | 42,08 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7.477 | 256 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.984 | 311 | ||||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 11.160 | 15,21 | 343 | 22,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 127.306 | 24,20 | 4.363 | 38,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 109.620 | 99,75 | 3.757 | 122,64 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 485.086 | 2,41 | 16.624 | 14,15 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 248.865 | 55,02 | 8.529 | 72,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 884 | 6,38 | 30 | 20,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.134 | 0,66 | 279 | 12,10 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 57.789 | 2,58 | 1.980 | 14,38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.128 | 210 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 56.476 | 10,41 | 1.935 | 23,09 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 47.282 | 0,42 | 1.620 | 11,96 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 264.967 | 9.080 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 292 | 0,34 | 10 | 12,50 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 29.526 | 15,48 | 1.012 | 28,63 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 41.589 | 68,23 | 1.425 | 87,50 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 44.363 | 25,19 | 1.520 | 39,58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 83.779 | 10,47 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13.346 | 28,08 | 457 | 42,81 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 340.464 | 1,74 | 11.668 | 13,40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 222 | 8 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 6.252 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 937 | 32 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 133.079 | 561,16 | 4.561 | 637,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 250 | 9 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 25.100 | 16,35 | 860 | 29,71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19.549 | 42,49 | 670 | 58,91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 93.686 | 61,14 | 3.211 | 79,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58.223 | 7,23 | 1.998 | 19,65 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22.778 | 36,05 | 781 | 51,75 |
