Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July, omfatter Sovran Advisors, LLC, Goldman Sachs Group Inc, Optima Capital Llc, Csenge Advisory Group, Buckingham Strategic Partners, LPL Financial LLC, FSA Advisors, Inc., Advisory Services Network, LLC, Soltis Investment Advisors LLC, UBS Group AG, Alaska Permanent Capital Management, Raymond James Financial Inc, og Park Square Financial Group, 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 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 29.972 | 4,52 | 845 | 10,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 67.496 | 13,65 | 1.902 | 19,70 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 11.694 | 330 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 21.412 | 5,99 | 603 | 11,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.727 | 133 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 62.132 | 0,26 | 1.751 | 5,55 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31.702 | 875 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8.436 | 9,90 | 238 | 15,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.882 | 532 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 5.915 | 167 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15.488 | 436 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.195 | 172,40 | 118 | 187,80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.388 | 32,05 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11.878 | 10,49 | 335 | 16,38 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15.220 | 0,23 | 429 | 6,47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.317 | 178 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 43.916 | 15,04 | 1.238 | 21,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25.654 | 164,47 | 723 | 178,76 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.524 | 22,03 | 297 | 28,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 59.544 | 8,35 | 1.678 | 14,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10.311 | 291 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 59.047 | 1.664 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9.982 | 2,42 | 281 | 8,08 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 296.486 | 1,77 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28.269 | 13,46 | 797 | 19,52 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12.615 | 355 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18.650 | 20,71 | 526 | 27,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 52.762 | 19,79 | 1.487 | 26,04 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 333.909 | 9.430 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 128 | 4 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 10.094 | 284 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 50.550 | 1.424 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 90.282 | 4.124,71 | 2.544 | 4.363,16 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36.389 | 14,10 | 1.025 | 20,16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.659 | 331 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 13.478 | 380 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33.617 | 32,39 | 947 | 39,47 |
