Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February, omfatter HBW Advisory Services LLC, Old Mission Capital Llc, Susquehanna International Group, Llp, Reliant Wealth Planning, LPL Financial LLC, Central Valley Advisors, Llc, Clear Creek Financial Management, LLC, Alpine Bank Wealth Management, DAVENPORT & Co LLC, Sagespring Wealth Partners, Llc, Evolution Wealth Management Inc., Citadel Advisors Llc, Summit Wealth Group Llc / Co, Cypress Wealth Services, LLC, AssuredPartners Investment Advisors, LLC, Hrt Financial Lp, Tradition Wealth Management, LLC, FSA Advisors, Inc., Stratos Wealth Advisors, LLC, og Wedbush Securities Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Apriem Advisors | 9.500 | 11,76 | 232 | 14,93 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 18.750 | 457 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58.571 | 18,67 | 1.428 | 22,37 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18.698 | 144,80 | 456 | 152,78 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11.168 | 0 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17.734 | 432 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21.424 | 25,37 | 522 | 29,21 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 18.837 | 6,11 | 459 | 9,29 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11.819 | 288 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 19.401 | 473 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 8.212 | 0 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 35.043 | 53,88 | 854 | 58,74 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 13.574 | 331 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 29.899 | 8,06 | 729 | 11,31 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 70.902 | 1.729 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.087 | 148 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 42.574 | 39,01 | 1.038 | 43,37 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 24.260 | 2,81 | 591 | 5,91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.088 | 51 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 14.336 | 32,30 | 350 | 36,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 141.881 | 37,49 | 3.459 | 41,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 138.582 | 27,47 | 3.379 | 31,34 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 106.258 | 871,99 | 2.591 | 903,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.045 | 25 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73.323 | 52,48 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 19.382 | 60,25 | 473 | 65,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24.324 | 593 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14.152 | 345 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13.220 | 322 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 64.929 | 1.583 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2.994 | 73 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 14.123 | 344 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 184.796 | 0,45 | 4.506 | 3,52 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 39.381 | 960 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12.889 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 68.268 | 73,38 | 2 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 19.892 | 485 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11.396 | 278 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.924 | 364 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 39.863 | 45,28 | 972 | 49,61 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 41.543 | 33,86 | 1.013 | 37,87 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.671 | 1.020,14 | 114 | 1.155,56 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 12.604 | 307 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94.594 | 4,32 | 2.306 | 7,51 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.744 | 239 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4.190 | 102 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14.519 | 354 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 58.765 | 1.433 |
