Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i EntrepreneurShares Series Trust - ERShares Private-Public Crossover ETF, omfatter Two Sigma Investments, Lp, AE Wealth Management LLC, Citadel Advisors Llc, Whalen Wealth Management Inc., LPL Financial LLC, Apollon Wealth Management, LLC, Carter Financial Group, INC., Kingsview Wealth Management, LLC, Pensionmark Financial Group, Llc, Warren Averett Asset Management, LLC, Cambridge Investment Research Advisors, Inc., Symphony Financial, Ltd. Co., Beck Capital Management, Llc, Alpine Bank Wealth Management, Simplex Trading, Llc, Lindbrook Capital, Llc, Atlantic Union Bankshares Corp, Sandy Spring Bank, BlackRock, Inc., og Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 4 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 264 | 5 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17.780 | 339 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 118 | 6,31 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32.600 | 622 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 28.877 | 87,55 | 551 | 124,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 75.497 | 62,81 | 1.441 | 94,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 | 8 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 40.885 | 4,92 | 780 | 25,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28.125 | 537 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.268 | 24 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6.115 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 135.000 | 2.577 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 26.048 | 497 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.083 | 0,10 | 40 | 18,18 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.534 | 29 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 216 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13.747 | 7,84 | 262 | 29,06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.534 | 24 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19.835 | 379 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 11.080 | 212 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19.624 | 71,00 | 375 | 104,37 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 50 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29.693 | 13,33 | 567 | 35,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14.170 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.888 | 5,77 | 36 | 28,57 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3.000 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.575 | 1,50 | 49 | 22,50 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 240.828 | 1,58 | 4.597 | 21,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24.358 | 38,26 | 466 | 65,84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16.235 | 310 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 29.936 | 571 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52.434 | 337,57 | 1.001 | 423,56 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36.921 | 705 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 12.218 | 233 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27.469 | 524 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 141.070 | 516,51 | 2.693 | 639,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 175.764 | 13,01 | 3.355 | 35,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 10.000 | 191 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32.340 | 74,27 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31.077 | 20,49 | 593 | 44,28 |
