Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF comprennent Verus Capital Partners, Llc, Syntegra Private Wealth Group, LLC, Keebeck Wealth Management, LLC, Sax Wealth Advisors, Llc, Ethos Financial Group, LLC, Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc., Hollencrest Capital Management, et Creative Financial Designs Inc /adv .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | AE Wealth Management LLC | 43 | 59,26 | 3 | 100,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 290 428 | 8,10 | 19 926 | 16,93 | ||||
2025-08-12 | 13F | LPL Financial LLC | 647 204 | 5,03 | 44 405 | 13,60 | ||||
2025-08-15 | 13F | Morgan Stanley | 178 181 | 11,99 | 12 225 | 21,14 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177 532 | 1,74 | 11 261 | -6,65 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 3 549 | 0,14 | 247 | 15,49 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 649 | 45 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 90 763 | 12,88 | 6 227 | 12,04 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 173 626 | 4,10 | 11 913 | 12,60 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6 380 | 39,82 | 438 | 51,21 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 90 047 | 5,66 | 6 178 | 14,30 | ||||
2025-07-11 | 13F | Spence Asset Management | 38 107 | 4,20 | 3 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 6 937 | 8,83 | 476 | 17,57 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 48 556 | 5,49 | 3 331 | 14,11 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 381 | 0,26 | 26 | 8,33 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 29 | 2 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 599 | 49,75 | 41 | 64,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7 097 | 4,74 | 487 | 13,29 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 3 000 | 206 | ||||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 168 642 | 0,05 | 11 571 | 8,22 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 105 706 | 79,39 | 7 252 | 94,06 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 134 394 | 420,79 | 9 221 | 463,57 | ||||
2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 36 | 2 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17 104 | 1 174 | ||||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29 945 | 2,67 | 2 051 | 10,99 | ||||
2025-08-14 | 13F | Betterment LLC | 762 667 | 27,97 | 52 | 40,54 | ||||
2025-07-15 | 13F | McCarthy & Cox | 144 227 | 3,63 | 9 895 | 12,10 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 231 414 | 12,02 | 15 877 | 21,17 | ||||
2025-07-14 | 13F | Gries Financial Llc | 3 029 | 208 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 391 | 551,67 | 27 | 766,67 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 50 258 | 280,14 | 3 448 | 311,46 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 | 1 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 486 | 6,67 | 1 062 | 15,43 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 107 352 | 4,42 | 7 | 16,67 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 177 845 | 0,18 | 12 202 | 8,36 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 38 121 | 1,74 | 2 616 | 10,06 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 148 937 | 14,48 | 10 219 | 23,82 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 590 | 246 | ||||||
2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 810 | 4,01 | 261 | 12,50 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 94 | 46,88 | 6 | 50,00 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 24 870 | 1 706 | ||||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 96 836 | 11,12 | 6 644 | 20,19 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9 698 | 665 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 3 047 | 209 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 121 886 | 3,78 | 8 363 | 12,26 |