Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF comprennent Integrated Wealth Concepts LLC, Stifel Financial Corp, Avantax Advisory Services, Inc., Kestra Advisory Services, LLC, Next Level Private LLC, Gts Securities Llc, Essex Savings Bank, Financial Advisory Service, Inc., Integrity Alliance, Llc., et Royal Bank Of Canada .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 99 220 | 2 640 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 220 945 | 26 778,95 | 5 879 | 29 295,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 365 834 | 4 906,62 | 9 735 | 5 190,22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 26 199 | 697 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 67 634 | 0,17 | 1 800 | 5,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 71 300 | 1,86 | 1 897 | 8,21 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 268 115 | 317,96 | 7 135 | 339,83 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 26 275 | 699 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 117 265 | 2,79 | 3 120 | 8,15 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11 050 | 13,72 | 294 | 20,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58 325 | 1 552 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53 797 | 111,49 | 1 432 | 122,55 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 10 495 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99 110 | 35,91 | 2 637 | 43,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 792 557 | 966,08 | 48 | 1 075,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 737 | 153 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 278 776 | 7 418 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7 579 | 202 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 365 734 | 216,67 | 9 732 | 233,29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8 253 | 212 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 220 681 | 13,27 | 5 872 | 19,18 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 56 067 | 234,09 | 1 492 | 251,65 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 87 537 | 406,61 | 2 329 | 465,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 493 | 971 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 70 875 | 49,45 | 1 886 | 57,21 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 3 607 616 | 296,00 | 95 999 | 316,68 |
