Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco CurrencyShares Swiss Franc Trust comprennent Benjamin Edwards Inc, Confluence Investment Management Llc, Hengehold Capital Management Llc, Raymond James Financial Inc, MONECO Advisors, LLC, David R. Rahn & Associates Inc., Pure Financial Advisors, Inc., Renaissance Technologies Llc, Encompass More Asset Management, Haven Private, LLC, James Investment Research Inc, Pekin Hardy Strauss, Inc., Creative Planning, CI Private Wealth, LLC, Carret Asset Management, Llc, PFG Investments, LLC, Efficient Advisors, LLC, Kingsview Wealth Management, LLC, Synergy Financial Management, LLC, et Cooper Capital 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 16 402 | 14,29 | 1 834 | 27,29 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 99 594 | 11 135 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 941 | 107,78 | 552 | 143,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14 400 | 121,54 | 1 610 | 146,78 | |||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 37 | 4 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 855 | 207 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51 300 | 1 610,00 | 5 735 | 1 805,32 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 116 500 | 529,73 | 13 025 | 601,35 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 500 | 40,78 | 1 621 | 56,92 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 138 | 910 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 342 214 | 38 260 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 688 | 189 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 834 | 205 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9 626 | 226,08 | 1 076 | 263,51 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 138 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4 364 | 0 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 15 637 | 1 748 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 3 762 | 421 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7 870 | 61,60 | 880 | 80,12 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 8 513 | 952 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27 396 | 3 063 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14 913 | 82,91 | 1 667 | 103,79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5 590 | 625 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 800 | 984 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2 295 | 257 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 409 | 1 036,33 | 381 | 1 170,00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 143 339 | 16 025 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 908 | 549 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5 187 | 580 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17 671 | 8,99 | 1 976 | 21,39 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 499 | 1 509 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 941 | 105 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 77 963 | 42,61 | 8 716 | 58,85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 402 | 269 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 545 | 14,72 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 25 053 | 126,60 | 2 801 | 152,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127 895 | 112,79 | 14 299 | 137,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 391 893 | 43 814 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | 10,53 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 1 171 | 131 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4 500 | 45,16 | 503 | 61,74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 830 | 205 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 595 | 489,86 | 514 | 558,97 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 704 | 973 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 283 | 32 730,00 | 367 | 36 600,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 200 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 328 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 18 123 | 0,57 | 2 026 | 12,06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 185 | 21 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 520 | 22,03 | 282 | 35,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65 526 | 7 326 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 381 | 43 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17 409 | 54,25 | 1 946 | 194 500,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 000 | 503,95 | 8 161 | 572,79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2 278 | 255 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2 690 | 298 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3 086 | 345 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 357 | 487 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 038 | 116 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 41 805 | 1,84 | 4 674 | 13,42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 10 900 | 1 208 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2 800 | 310 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 4 630 | 518 | ||||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 2 700 | 302 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 565 | 10 769,05 | 510 | 12 650,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 201 | 358 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18 200 | 2 035 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27 997 | 3,52 | 3 130 | 15,33 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 8 258 | 923 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 7 316 | 818 |
