Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Tidal Trust II - Roundhill Generative AI & Technology ETF comprennent Marshall Wace, Llp, Ashton Thomas Private Wealth, LLC, Equitable Holdings, Inc., Toroso Investments, LLC, Cetera Investment Advisers, Kcm Investment Advisors Llc, Brookstone Capital Management, Raymond James Financial Inc, Jpmorgan Chase & Co, Spire Wealth Management, Evolution Wealth Management Inc., Legacy Investment Solutions, LLC, Geneos Wealth Management Inc., Group One Trading, L.p., Larson Financial Group LLC, FSA Wealth Management LLC, Roble, Belko & Company, Inc, Armstrong Advisory Group, Inc, et Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 56 | 3 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 971 | 47 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 893 | 44 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 720 | 230 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 142 | 202 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 5 223 | 255 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 000 | 49 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 100 | 5 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 216 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 113 | 298 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 509 | 25 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7 571 | 23,07 | 369 | 72,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 214 | 248,72 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 017 | 1,57 | 537 | 42,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23 876 | 284,04 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 65 613 | 43,68 | 3 201 | 101,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | 225,71 | 556 | 359,50 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 500 | 21,62 | 220 | 71,09 | |||
| 2025-08-14 | 13F | UBS Group AG | 244 | 144,00 | 12 | 266,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32 044 | 0,80 | 1 563 | 41,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 | 50,00 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 707 | 230 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 259 180 | 16,24 | 12 643 | 62,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 10 984 | 55,38 | 536 | 117,48 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 6 400 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 206 | 10,75 | 10 | 66,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 250 | 12 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 950 | 35,37 | 485 | 89,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 545 | 75 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 393 | 60,63 | 653 | 125,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 283 | 127,08 | 63 | 226,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 47 226 | 9,50 | 2 304 | 53,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 908 | 0,67 | 434 | 40,91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 300 | 63 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 282 650 | 14,69 | 13 788 | 60,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 682 | 277 |
