CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
Ejer |
Egenkapitalværdi ($1000) |
Opkaldsværdi ($1000) |
Sæt værdi ($1000) |
Netto Lang/Kort ($1000) |
Commonwealth Equity Services, Llc
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Larson Financial Group LLC
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Patriot Financial Group Insurance Agency, LLC
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Comerica Bank
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Tower Research Capital LLC (TRC)
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UCEQX - USAA MUTUAL FUNDS TRUST - Cornerstone Equity Fund
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Concurrent Investment Advisors, LLC
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Morgan Stanley
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IFP Advisors, Inc
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Private Advisor Group, LLC
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URFFX - USAA MUTUAL FUNDS TRUST - Target Retirement 2050 Fund
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Jones Financial Companies Lllp
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Raymond James Financial Inc
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Atria Wealth Solutions, Inc.
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Quantinno Capital Management LP
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Parallel Advisors, LLC
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Envestnet Asset Management Inc
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SILVER OAK SECURITIES, Inc
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Mpwm Advisory Solutions, Llc
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Cwm, Llc
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Signature Estate & Investment Advisors Llc
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Stifel Financial Corp
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Smith Thornton Advisors LLC
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URFRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2040 Fund
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Westside Investment Management, Inc.
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Great Valley Advisor Group, Inc.
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NWF Advisory Services Inc.
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Pathstone Holdings, LLC
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Goldman Sachs Group Inc
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Fmr Llc
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Global Retirement Partners, LLC
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Northwestern Mutual Wealth Management Co
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URINX - USAA MUTUAL FUNDS TRUST - Target Retirement Income Fund
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Keystone Financial Group
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USCCX - USAA MUTUAL FUNDS TRUST - Cornerstone Conservative Fund
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EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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Claro Advisors LLC
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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Susquehanna International Group, Llp
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Royal Bank Of Canada
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Pnc Financial Services Group, Inc.
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Financial Management Professionals, Inc.
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TruWealth Advisors, LLC
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Creative Planning
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UBS Group AG
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Aptus Capital Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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Seven Springs Wealth Group, LLC
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GPS Wealth Strategies Group, LLC
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Key FInancial Inc
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URTRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2030 Fund
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Bank Of America Corp /de/
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Good Life Advisors, LLC
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OneAscent Family Office, LLC
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LPL Financial LLC
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Fifth Third Bancorp
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Wells Fargo & Company/mn
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Golden State Wealth Management, LLC
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IHT Wealth Management, LLC
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EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
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Summit Financial, LLC
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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Ameriprise Financial Inc
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TBH Global Asset Management, LLC
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Northern Trust Corp
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Advisor Group Holdings, Inc.
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EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
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URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund
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HighTower Advisors, LLC
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Allspring Global Investments Holdings, LLC
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Rossmore Private Capital
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Jpmorgan Chase & Co
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Level Four Advisory Services, Llc
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Integrated Wealth Concepts LLC
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Money Concepts Capital Corp
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Avantax Advisory Services, Inc.
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EverSource Wealth Advisors, LLC
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Cetera Investment Advisers
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Nbc Securities, Inc.
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