Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Global X Funds - Global X Autonomous & Electric Vehicles ETF comprennent Congress Wealth Management LLC / DE /, Sei Investments Co, Powell Investment Advisors, LLC, DHJJ Financial Advisors, Ltd., Total Investment Management Inc, Strategic Wealth Partners, Ltd., Glenmede Investment Management, LP, et Duncker Streett & Co Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 11 441 | 4,28 | 267 | 17,18 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 300 | 50,00 | 7 | 50,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 21 747 | 9,83 | 507 | 21,05 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 33 686 | 785 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 250 | 2,46 | 29 | 16,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61 425 | 1,42 | 1 432 | 11,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 350 | 1 250,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85 573 | 8,72 | 1 994 | 19,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 315 471 | 11,92 | 7 350 | 23,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 539 | 65,85 | 13 | 100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 228 | 111,11 | 5 | 150,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 71 444 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 253 976 | 5 918 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 37 | 1 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 9 230 | 215 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 72 | 2 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 686 | 16 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 420 | 4,54 | 56 | 16,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 412 | 4,30 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 355 | 0,14 | 288 | 10,38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 177 | 4 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 34 739 | 105,98 | 809 | 127,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 625 | 15 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1 100 | 26 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 862 | 116,58 | 20 | 150,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 610 | 14 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 439 | 24,92 | 127 | 35,48 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 217 | 4,83 | 5 | 25,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 947 | 22 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 075 | 211 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 165 | 43,48 | 4 | 50,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56 043 | 0,54 | 1 306 | 10,78 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 880 | 44 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 686 | 16 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 101 | 2 |
