Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Strategy Shares - Eventide US Market ETF comprennent Legacy Wealth Asset Management, LLC, Geneos Wealth Management Inc., Kestra Advisory Services, LLC, SageOak Financial, LLC, Susquehanna International Group, Llp, First Heartland Consultants, Inc., Strategic Blueprint, LLC, OneAscent Wealth Management LLC, Citadel Advisors Llc, Atria Investments Llc, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, GeoWealth Management, LLC, et Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 221 970 | 5 769 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30 918 | 289,89 | 804 | 329,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 859 | 1 790 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53 179 | 1 382 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96 322 | 2 503 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 37 297 | 969 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 57 230 | 1 487 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24 965 | 1 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 224 | 6 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1 392 152 | 5,92 | 36 184 | 16,61 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 13 016 | 33,05 | 338 | 46,96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 255 | 3,45 | 1 124 | 13,88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 28 269 | 19,22 | 735 | 31,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 873 | 142,24 | 1 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 473 532 | 637,95 | 12 308 | 712,34 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 201 | 10,95 | 369 | 22,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 994 | 936 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 427 | 37 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22 758 | 128,77 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 34 627 | 900 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 493 521 | 2 499,81 | 13 036 | 2 809,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45 223 | 3 333,79 | 1 175 | 3 690,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 222 365 | 274,18 | 5 780 | 311,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 979 | 0,94 | 369 | 13,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 348 | 555 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 103 | 211 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 | 0 |
