Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Zacks Trust - Zacks Earnings Consistent Portfolio ETF, omfatter Carter Financial Group, INC., Advyzon Investment Management, LLC, Two Sigma Investments, Lp, Private Client Services, Llc, Arista Wealth Management, LLC, og Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 176.238 | 0,60 | 5.624 | 6,68 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25.543 | 9,34 | 815 | 16,10 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 50 | 100,00 | 2 | |||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 88.774 | 62,21 | 2.833 | 72,05 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 121.738 | 15,66 | 3.901 | 23,45 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 18.232 | 27,92 | 549 | 26,27 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 43.503 | 337,26 | 1.388 | 364,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.951 | 16,14 | 541 | 23,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 25.700 | 820 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 153.618 | 416,15 | 4.902 | 446,99 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14.627 | 0,03 | 467 | 4,02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 46.556 | 1.486 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53.798 | 1.717 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 12.580 | 401 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 117.706 | 6,53 | 3.756 | 12,83 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 75.700 | 20,08 | 2.416 | 27,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65.851 | 0,67 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 50.045 | 130,64 | 1.597 | 144,79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 161.628 | 13,14 | 5.158 | 19,99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11.874 | 1,04 | 379 | 7,08 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11.280 | 10,18 | 360 | 16,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.209 | 39 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1.227.500 | 8,07 | 39.702 | 16,17 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 160.188 | 15,94 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 45.872 | 1.464 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19.146 | 611 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 33.348 | 19,56 | 1.064 | 26,82 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 1.325.844 | 1,71 | 42.308 | 8,44 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 55.590 | 5,08 | 1.791 | 13,72 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 455.124 | 25,59 | 14.523 | 33,18 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1.285 | 7,53 | 41 | 17,14 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20.805 | 6,42 | 664 | 12,76 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 272.965 | 16,13 | 8.710 | 23,16 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15.900 | 507 |
