Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March, omfatter Caliber Wealth Management, LLC / KS, Bright Futures Wealth Management, LLC., Miracle Mile Advisors, LLC, Brown Wealth Management, Llc, Central Valley Advisors, Llc, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Wedbush Securities Inc, Apriem Advisors, Lifestyle Asset Management, Inc., Brinker Capital Investments, LLC, FSA Advisors, Inc., Change Path, LLC, Tradition Wealth Management, LLC, HBW Advisory Services LLC, Hrt Financial Lp, Vantage Financial Partners, LLC, Ashton Thomas Private Wealth, LLC, Evolution Wealth Management Inc., og Principal 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8.446 | 224 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154.428 | 0,62 | 4.095 | 3,51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9.154 | 369,68 | 243 | 384,00 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 9.700 | 257 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9.946 | 0 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9.428 | 250 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 89.497 | 2.280 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 79.678 | 2.113 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 795.813 | 21.101 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9.310 | 247 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210.367 | 34,84 | 6 | 25,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.737 | 46 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.946 | 131 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 | 0 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 52.042 | 1.380 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.959 | 264 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.002 | 133 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8.400 | 223 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.842 | 102 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34.334 | 52,51 | 910 | 56,90 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 113.894 | 214,93 | 3.020 | 224,27 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.209 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7.732 | 205 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 19.296 | 18,21 | 512 | 21,67 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 20.841 | 553 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8.804 | 233 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53.077 | 7,89 | 1.407 | 11,05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8.527 | 226 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 62.537 | 0,07 | 1.658 | 2,98 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 34.364 | 3,20 | 911 | 6,18 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7.983 | 212 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8.352 | 6,49 | 221 | 9,41 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.919 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35.341 | 43,88 | 937 | 48,26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40.553 | 1,34 | 1.075 | 4,27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6.379 | 169 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.143 | 0 |
