Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Trust for Professional Managers - Convergence Long/Short Equity ETF comprennent Wealth Enhancement Advisory Services, Llc, Global Retirement Partners, LLC, Fifth Third Securities, Inc., Liberty Square Wealth Partners Llc, Rps Advisory Solutions Llc, Apollon Wealth Management, LLC, Bank of New York Mellon Corp, COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Nova Wealth Management, Inc., et New Millennium Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Good Life Advisors, LLC | 219 735 | 10,50 | 5 135 | 19,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 34 571 | 21,77 | 808 | 31,65 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 5 000 | 117 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 629 395 | 2,38 | 14 709 | 10,72 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 22 057 | 515 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33 520 | 48,19 | 783 | 60,45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 154 411 | 3 609 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 118 987 | 148,54 | 2 781 | 168,86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70 058 | 2 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 553 | 13 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80 839 | 90,58 | 1 889 | 106,22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 69 495 | 1 624 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 115 927 | 2 709 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 144 978 | 27,84 | 3 388 | 38,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193 283 | 4 556 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 9 665 | 2,44 | 226 | 10,84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40 965 | 42,15 | 957 | 62,48 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 14 777 | 345 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 717 | 204 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 179 636 | 3,46 | 4 181 | 13,55 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 59 093 | 84,03 | 1 381 | 99,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 922 | 209 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19 323 | 94,06 | 0 |
