Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - July, omfatter Tableaux Llc, Orion Portfolio Solutions, LLC, BLVD Private Wealth, LLC, og Raymond James Financial Inc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27.863 | 4,03 | 1 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9.405 | 16,43 | 338 | 23,81 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 42.674 | 12,07 | 1.535 | 19,18 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 7.986 | 287 | ||||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 649 | 742,86 | 23 | 1.050,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 14.196 | 30,13 | 511 | 38,21 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.942 | 303 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.188 | 296,00 | 43 | 320,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 32.900 | 1,06 | 1.184 | 7,45 | ||||
2025-07-25 | 13F | Cwm, Llc | 26.729 | 9,48 | 1 | |||||
2025-07-31 | 13F | Orion Capital Management LLC | 13.057 | 0,38 | 470 | 6,59 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 38.481 | 18,72 | 1.385 | 26,28 | ||||
2025-08-07 | 13F | Allworth Financial LP | 507 | 18 | ||||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 55.220 | 30,56 | 2.014 | 45,45 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 118.135 | 0,18 | 4.251 | 6,54 | ||||
2025-08-12 | 13F | Tableaux Llc | 40.000 | 40 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 2.681 | 35,34 | 96 | 43,28 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1.616 | 58 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31.424 | 251,42 | 1.131 | 274,17 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 32.156 | 9,48 | 1.160 | 16,82 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.195 | 70,71 | 43 | 82,61 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.086 | 9,93 | 147 | 17,60 |