Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF comprennent Summit X, LLC, MADDEN SECURITIES Corp, Cwm, Llc, Able Wealth Management LLC, Private Advisor Group, LLC, Impact Partnership Wealth, LLC, Carter Financial Group, INC., Ausdal Financial Partners, Inc., Nations Financial Group Inc, /ia/ /adv, Berger Financial Group, Inc, Farther Finance Advisors, LLC, Capital Analysts, Inc., Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 58 976 | 1 004,21 | 2 933 | 1 006,42 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 17 714 | 881 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 22 011 | 1 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 956 | 5,50 | 97 | 5,43 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 187 | 0,28 | 357 | 0,56 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 19 807 | 2,30 | 985 | 2,60 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156 635 | 32,20 | 7 789 | 32,47 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 064 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 414 929 | 29,80 | 20 634 | 30,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 328 | 1,55 | 16 | 0,00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 25 865 | 1 286 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10 334 | 6,11 | 514 | 6,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 672 | 83 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 13 594 | 20,00 | 676 | 20,28 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 600 007 | 2,17 | 29 838 | 2,38 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 42 224 | 20,59 | 2 100 | 20,84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 24 179 | 181,25 | 1 202 | 180,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17 695 | 79,28 | 880 | 79,75 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 142 523 | 25,30 | 7 088 | 25,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 271 409 | 6 165,21 | 13 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39 625 | 9,09 | 1 971 | 9,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 77 | 4 | ||||||
| 2025-07-23 | 13F | Gainplan LLC | 176 822 | 7,40 | 8 793 | 7,63 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 306 | 150,82 | 15 | 150,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 117 845 | 12,15 | 5 860 | 12,37 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 9 562 | 476 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 47 766 | 2 375 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 428 | 121 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 115 220 | 11,01 | 5 730 | 11,22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 447 | 370 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 300,00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 5 287 | 28,51 | 263 | 28,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 545 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 547 | 773 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 294 | 363 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13 849 | 117,55 | 686 | 116,77 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 162 287 | 18,81 | 8 071 | 19,06 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149 629 | 5,35 | 7 441 | 5,58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 80 | 9,59 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 29 088 | 89,81 | 1 447 | 90,26 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 497 | 621 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 11 633 | 2,86 | 578 | 3,21 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 70 165 | 343,41 | 3 489 | 322,91 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 50 710 | 39,36 | 2 522 | 39,82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 60 219 | 5,63 | 2 995 | 5,83 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 500 | 75 |
