Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Strategy Shares - Eventide High Dividend ETF comprennent O'Connor Financial Group LLC, Geneos Wealth Management Inc., Susquehanna International Group, Llp, SageOak Financial, LLC, AIFG Consultants Ltd., Financial Advocates Investment Management, OneAscent Investment Solutions LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Royal Bank Of Canada, et GeoWealth Management, 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 023 | 97,32 | 77 | 100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334 248 | 20,35 | 8 491 | 22,83 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 9 195 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37 178 | 944 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 510 605 | 3 276,12 | 12 971 | 3 349,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123 502 | 190,22 | 3 137 | 196,22 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 264 553 | 10,63 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 273 505 | 4,17 | 6 948 | 6,30 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10 457 | 266 | ||||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 6 192 | 12,64 | 157 | 15,44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44 958 | 1 142 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131 359 | 13,66 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68 351 | 143,75 | 1 736 | 149,07 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 27 762 | 6,92 | 705 | 9,13 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 209 941 | 5 381 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 31 609 | 803 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 869 | 21,37 | 22 | 29,41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17 054 | 8,60 | 433 | 11,03 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 37 770 | 22,79 | 959 | 25,36 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 900 997 | 27,29 | 23 | 29,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31 242 | 37,77 | 794 | 40,60 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 35 159 | 3,43 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 247 | 32 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 29 518 | 750 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 30 295 | 4,86 | 770 | 6,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 423 | 163 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 907 915 | 5,89 | 23 064 | 8,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 105 | 1 910,00 | 536 | 1 961,54 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 542 | 14 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 798 | 1,26 | 833 | 3,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52 276 | 48,59 | 1 328 | 51,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 169 778 | 19,14 | 4 351 | 22,70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 113 | 0,76 | 257 | 2,81 |
