Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - January, omfatter Personal Cfo Solutions, Llc, LeClair Wealth Partners LLC, Occidental Asset Management, LLC, Legacy Wealth Managment, LLC/ID, Twin Peaks Wealth Advisors, LLC, og Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 269.799 | 8.439 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9.412 | 1,06 | 294 | -1,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 35.505 | 23,97 | 1.111 | 21,31 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 30.916 | 1,04 | 967 | -1,12 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 27.479 | 281,39 | 860 | 273,48 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.684 | 334 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15.392 | 16,76 | 481 | 14,25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 100 | 63,93 | 3 | 200,00 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 284.947 | 3,67 | 8.913 | 1,43 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 21.016 | 14,12 | 1 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 12.958 | 405 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 204 | 6 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 106.614 | 1,20 | 3.335 | -0,98 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 7.750 | 2,65 | 242 | 0,41 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 183.950 | 110,20 | 5.754 | 105,68 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 18.246 | 571 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 466 | 15 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 619 | 19 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 15.143 | 474 | ||||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 16.687 | 8,82 | 522 | 6,33 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 42.318 | 0,03 | 1.324 | -2,14 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 54.179 | 3,71 | 1.695 | 1,44 |
