Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Defiance Next Gen Connectivity ETF comprennent Retirement Planning Group, Llc / Ny, Palumbo Wealth Management LLC, Elevate Wealth Advisory, Inc, Gould Asset Management Llc /ca/, SRS Capital Advisors, Inc., Cypress Capital Management LLC (WY), Howe & Rusling Inc, DHJJ Financial Advisors, Ltd., Atlantic Union Bankshares Corp, et AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 14 417 | 0,04 | 761 | 24,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 650 | 0,21 | 404 | 24,38 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 10 | 1 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 600 | 32 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 242 | 383 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4 026 | 212 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 3 800 | 200 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10 498 | 0,21 | 554 | 24,27 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3 852 | 203 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 386 | 0,12 | 179 | 24,48 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 4 338 | 229 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 13 443 | 6,24 | 709 | 32,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 583 | 7,18 | 84 | 33,87 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 427 | 0,23 | 23 | 22,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 689 | 1,54 | 511 | 26,17 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 3 875 | 204 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 12 014 | 90,09 | 634 | 136,19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 466 | 0,12 | 130 | 25,00 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 9 410 | 0,06 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 4 592 | 242 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 117 | 20,53 | 164 | 50,46 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 70 360 | 4,28 | 3 712 | 29,47 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 200 | 11 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 820 | 3 141,38 | 149 | 4 833,33 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 054 | 15,70 | 214 | 43,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 229 | 12 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 773 | 41 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8 852 | 2,91 | 467 | 27,95 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 163 | 0,06 | 272 | 24,20 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 890 | 47 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 8 968 | 0,11 | 473 | 24,47 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 421 | 233 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 999 | 0,08 | 211 | 24,26 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5 228 | 0,10 | 276 | 24,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 340 | 29,01 | 704 | 60,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24 697 | 10,16 | 1 303 | 36,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 718 | 0,06 | 91 | 25,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 010 | 270 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 882 | 0,13 | 205 | 10,87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 112 | 217 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 906 | 3,49 | 1 683 | 28,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 281 075 | 8,28 | 14 829 | 34,42 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 69 515 | 48,73 | 3 668 | 84,64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 508 | 0,20 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 658 | 65,74 | 35 | 88,89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108 214 | 13,18 | 5 709 | 40,51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 528 | 239 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 560 | 8,24 | 821 | 34,43 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 4 000 | 211 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 103 697 | 0,87 | 5 471 | 25,22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 64 | 3 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11 406 | 0,12 | 602 | 24,17 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 4 619 | 244 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 872 | 12,09 | 415 | 39,26 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7 277 | 11,80 | 384 | 38,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 148 | 2,98 | 430 | 27,68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33 | 6,45 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 500 | 26 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 784 | 253 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 308 | 4,96 | 280 | 30,84 |
