Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Accelerated ETF - Quarterly, omfatter Orion Portfolio Solutions, LLC, Triad Wealth Partners, LLC, IFP Advisors, Inc, Farther Finance Advisors, LLC, og Blue Bell Private Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 13.641 | 28,01 | 510 | 37,57 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25.403 | 13,71 | 950 | 22,29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 64.914 | 11,77 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 847 | 32 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.958 | 1,75 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 160.139 | 8,08 | 5.986 | 16,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5.797 | 217 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 16.637 | 4,15 | 622 | 11,89 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7.162 | 12,42 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75.231 | 278,05 | 2.812 | 306,95 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 10.517 | 393 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7.602 | 284 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 91.493 | 19,09 | 3.420 | 28,09 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.276 | 11,30 | 85 | 19,72 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.584 | 742,55 | 59 | 883,33 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 16.374 | 3,15 | 612 | 11,07 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 48.453 | 22,91 | 1.811 | 32,19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9.489 | 7,85 | 355 | 16,07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 570 | 21 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19.900 | 692 |
