Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dominari Holdings Inc. comprennent
Connective Capital Management, LLC,
Magnus Financial Group LLC,
LPL Financial LLC,
Hrt Financial Lp,
IWC - iShares Micro-Cap ETF,
KKM Financial LLC,
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB,
Reyes Financial Architecture, Inc.,
Spire Wealth Management,
et
Mount Yale Investment Advisors, LLC
.
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen
(Est) |
Actions |
Δ Actions
(%) |
Valeur déclarée
(1000 $) |
Δ Valeur
(%) |
Allocation de portefeuille
(%) |
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
6 000 |
|
33 |
|
|
| 2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
88 954 |
14,17 |
484 |
55,31 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
12 244 |
134,96 |
54 |
35,00 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
63 |
18,87 |
0 |
|
|
| 2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
1 182 |
88,82 |
5 |
150,00 |
|
| 2025-08-04 |
13F |
Spire Wealth Management
|
|
|
|
557 |
|
3 |
|
|
| 2025-07-16 |
13F |
Magnus Financial Group LLC
|
|
|
|
25 000 |
|
136 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
66 283 |
2,90 |
361 |
40,08 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
4 152 |
276,77 |
23 |
450,00 |
|
| 2025-08-13 |
13F |
Connective Capital Management, LLC
|
|
|
|
265 728 |
|
1 446 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
29 035 |
|
158 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
320 202 |
69,48 |
1 742 |
130,60 |
|
| 2025-08-13 |
13F |
Mount Yale Investment Advisors, LLC
|
|
|
|
352 |
|
2 |
|
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
15 879 |
|
86 |
|
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
22 686 |
|
123 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
89 855 |
23,91 |
489 |
68,28 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
30 886 |
56,10 |
168 |
112,66 |
|
| 2025-08-14 |
13F |
KKM Financial LLC
|
|
|
|
13 954 |
|
76 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
34 190 |
62,40 |
151 |
-7,93 |
|
| 2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
21 893 |
|
0 |
|
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
1 457 |
|
8 |
|
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
231 248 |
108,31 |
1 258 |
183,11 |
|
| 2025-07-09 |
13F |
Reyes Financial Architecture, Inc.
|
|
|
|
633 |
|
3 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
2 747 |
16,69 |
15 |
55,56 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
29 589 |
63,91 |
161 |
122,22 |
|
