Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ALPS ETF Trust - ALPS Equal Sector Weight ETF comprennent HB Wealth Management, LLC, National Bank Of Canada /fi/, Ronald Blue Trust, Inc., Assetmark, Inc, et St Germain D J 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 4 715 | 143,67 | 207 | -15,23 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 19 876 | 78,92 | 871 | -37,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39 151 | 237,31 | 1 717 | 17,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 483 | 284 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 703 | 64,87 | 952 | -42,64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 471 | 200,00 | 21 | 5,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 763 | 183,56 | 560 | -1,24 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27 985 | 171,44 | 1 227 | -5,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 160 322 | 181,35 | 7 029 | -2,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 965 | 1 350,65 | 393 | 410,39 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 029 | 177,64 | 396 | -3,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 742 042 | 231,57 | 32 536 | 15,41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 397 308 | 135,63 | 17 426 | -17,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91 954 | 731,56 | 4 032 | 189,58 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 4 800 | 200,00 | 210 | 4,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 718 | 428,43 | 599 | 84,88 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 200 | 200,00 | 53 | 4,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 32 450 | 201,86 | 1 423 | 5,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 424 257 | 239,80 | 62 448 | 18,27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 814 | 200,00 | 255 | 4,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 133 | 202,27 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6 592 | 201,28 | 289 | 5,09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 54 669 | 160,69 | 2 397 | -9,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 280 662 | 325,88 | 12 306 | 48,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47 400 | 76,90 | 2 078 | -38,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 525 | 200,00 | 286 | 4,76 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 24 | |||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 213 | 1 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 509 | 200,00 | 329 | 4,44 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 389 | 13 511,15 | 1 552 | 4 746,88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 28 152 | 200,00 | 1 234 | 4,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 238 109 | 198,09 | 10 440 | 3,76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 582 | 69 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29 227 | 201,71 | 1 282 | 5,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 900 | 200,00 | 39 | 5,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 400 | 18 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 487 | 236,99 | 109 | 18,48 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 785 | 200,00 | 210 | 4,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 66 026 | 392,62 | 3 | 100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 867 | 38 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 773 | 200,00 | 78 | 4,05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 973 | 207,52 | 1 139 | 7,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 289 | 389,83 | 13 | 71,43 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 156 | 200,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 922 171 | 205,85 | 40 434 | 6,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 746 | 164 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 308 | 160,56 | 57 | -8,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48 005 | 281,23 | 2 105 | 32,66 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 800 | 200,00 | 79 | 4,00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 20 574 | 201,14 | 902 | 4,88 |
