Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Principal Exchange-Traded Funds - Principal Active High Yield ETF, omfatter Nicolet Bankshares Inc, Brueske Advisory Services, LLC, Tyche Wealth Partners LLC, Milestones Private Investment Advisors LLC, Kestra Advisory Services, LLC, Private Trust Co Na, Steward Partners Investment Advisory, Llc, og Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 201.350 | 65,72 | 3.900 | 68,54 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 52.055 | 1,49 | 1.008 | 3,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 114.460 | 46,93 | 2.217 | 49,49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38.840 | 1,68 | 752 | 3,44 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20.708 | 36,41 | 401 | 38,75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 75.864 | 1.469 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60.027 | 216,58 | 1 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 229.537 | 9,63 | 4.446 | 11,48 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18.875 | 10,16 | 366 | 11,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.412.126 | 1,48 | 27.353 | 3,18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5.238 | 101 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.929 | 11,28 | 57 | 12,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 937.826 | 0,89 | 18.166 | 2,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 32.121 | 23,56 | 620 | 25,25 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 20.804 | 403 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.258 | 218 | ||||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 40.652 | 4,70 | 774 | 4,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 113 | 2 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62.751 | 5,31 | 1.215 | 6,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 276.250 | 5,27 | 5.351 | 7,02 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42.323 | 14,12 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 288.276 | 19,78 | 5.584 | 21,79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 93.394 | 94,36 | 1.809 | 97,70 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 24.844 | 8,17 | 481 | 10,07 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25.263 | 489 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47.967 | 22,21 | 929 | 24,36 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 518.895 | 1,22 | 9.942 | 5,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 243.881 | 0,43 | 4.724 | 2,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.442.664 | 69,76 | 27.944 | 71,45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24.800 | 13,76 | 480 | 15,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.309 | 25 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31.181 | 68,76 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17.591 | 28,69 | 341 | 30,77 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 562 | 0,54 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2.762.539 | 5,94 | 53.244 | -43,04 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 146.116 | 14,23 | 2.830 | 16,17 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 30.075 | 583 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.016.602 | 69,71 | 19.692 | 72,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 271.307 | 151,39 | 5.255 | 155,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 591.861 | 1,99 | 11.464 | 3,71 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 44.033 | 853 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 90.544 | 287,11 | 1.754 | 293,93 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 94.855 | 1.837 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 774.224 | 4,98 | 14.997 | 6,75 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11.420 | 221 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 151 | 0,67 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 | 16,67 | 0 |
