Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Guggenheim Active Allocation Fund comprennent Golden State Equity Partners, Brinker Capital Investments, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, et Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255 921 | 2,00 | 4 003 | 5,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 199 | 845,27 | 81 | 912,50 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 3 056 | 48 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 60 389 | 27,09 | 944 | 31,84 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 394 198 | 1,28 | 6 165 | 5,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 746 | 11,89 | 340 | 16,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650 002 | 9,69 | 10 166 | 13,85 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 28 793 | 17,84 | 450 | 22,28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 23 590 | 110,02 | 369 | 120,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 208 | 0,06 | 1 505 | 3,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 90 955 | 3,22 | 1 423 | 7,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 501 | 13,64 | 508 | 17,87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 518 | 24 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 942 | 5,01 | 437 | 9,25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 770 869 | 17,12 | 12 056 | 20,96 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 167 183 | 3,06 | 2 615 | 6,96 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 39 724 | 621 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 58 755 | 26,57 | 919 | 31,33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 000 | 100,00 | 47 | 109,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65 580 | 7,92 | 1 026 | 12,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 000 | 47 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 835 | 147,11 | 1 186 | 156,71 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 142 | 0,45 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 920 711 | 49,70 | 14 400 | 55,36 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 200 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52 280 | 0,02 | 818 | 3,81 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 799 036 | 12,71 | 12 497 | 16,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 781 143 | 1,96 | 12 217 | 5,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28 645 | 18,87 | 448 | 23,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 581 005 | 4,42 | 40 367 | 8,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 064 | 4,00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 741 149 | 0,68 | 12 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 450 | 179 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 406 | 42,82 | 601 | 48,15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 645 | 2,35 | 339 | 6,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24 820 | 0,97 | 388 | 4,86 |
