Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr April, omfatter Brookstone Capital Management, Commonwealth Equity Services, Llc, Advisory Services Network, LLC, Kfg Wealth Management, Llc, Truist Financial Corp, Pensionmark Financial Group, Llc, Legacy Capital Wealth Partners, LLC, Cetera Investment Advisers, Cypress Wealth Services, LLC, Atlantic Private Wealth, LLC, Central Valley Advisors, Llc, Kestra Advisory Services, LLC, Wick Capital Partners, LLC, Chris Bulman Inc, Change Path, LLC, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, Cambridge Investment Research Advisors, Inc., Jane Street Group, Llc, og Triad Wealth Partners, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 49.722 | 1.246 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15.297 | 383 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9.774 | 245 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 10.710 | 268 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13.668 | 342 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7.879 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13.717 | 344 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9.651 | 242 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 27.741 | 695 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9.560 | 239 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 17.319 | 434 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2.725 | 68 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15.467 | 387 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.225 | 31 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 888 | 22 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 45.281 | 1.134 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 25.531 | 640 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 103.174 | 2.585 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 88.284 | 2 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10.199 | 255 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22.393 | 561 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 24.849 | 622 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 339 | 8 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 9.755 | 244 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27.963 | 700 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15.572 | 390 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 2.039 | 51 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 31.233 | 782 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 51.685 | 1.300 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.395 | 210 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 8.450 | 212 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.391 | 35 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 18.824 | 472 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 330 | 8 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31.593 | 791 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14.941 | 0 |
