Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF comprennent Vident Advisory, LLC, Great Valley Advisor Group, Inc., Sagard Holdings Management Inc., Weil Company, Inc., IronOak Wealth LLC., Twin Focus Capital Partners, Llc, Proactive Wealth Strategies LLC, Ackerman Capital Advisors, LLC, 4J Wealth Management LLC, Change Path, LLC, Level Four Advisory Services, Llc, NewEdge Wealth, LLC, Sheets Smith Wealth Management, Belvedere Trading LLC, Atlantic Union Bankshares Corp, Global Retirement Partners, LLC, Allworth Financial LP, Centricity Wealth Management, LLC, Assetmark, Inc, et MAI Capital Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 566 484 | 3,41 | 13 760 | 4,44 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 40 615 | 7,94 | 987 | 9,07 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 10 300 | 250 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 136 353 | 62,38 | 3 312 | 64,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 166 | 4 | ||||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 55 500 | 1 348 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 52 893 | 1 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 143 524 | 31,75 | 3 486 | 33,10 | ||||
| 2025-07-18 | 13F | Vicus Capital | 25 284 | 47,23 | 614 | 48,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 069 | 50 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 73 521 | 11,99 | 1 786 | 13,12 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 12 539 | 24,44 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 131 219 | 15,98 | 27 481 | 17,15 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13 232 | 323 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 76 682 | 5,32 | 1 863 | 6,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 10 330 | 251 | ||||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 151 156 | 0,44 | 3 672 | 1,44 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3 432 | 95,11 | 83 | 97,62 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34 005 | 91,23 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 235 | 6 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 246 171 | 64,66 | 5 810 | 62,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20 529 | 29,91 | 499 | 31,05 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 847 | 21 | ||||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 1 080 982 | 1,64 | 26 257 | 2,66 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 91 715 | 36,63 | 2 228 | 37,98 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 766 | 2,21 | 383 | 3,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270 895 | 12,03 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 127 161 | 533,93 | 3 089 | 540,66 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 115 079 | 12,60 | 2 854 | 18,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 329 652 | 0,63 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 377 | 374 | ||||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 21 425 | 96,11 | 520 | 98,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 420 | 10 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 35 946 | 873 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 201 657 | 21,00 | 4 898 | 22,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 152 | 62,21 | 222 | 79,03 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 310 802 | 7 549 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 816 641 | 95,11 | 20 | 90,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377 649 | 32,40 | 9 173 | 33,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 200 | 5 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 183 841 | 4 465 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 63 752 | 25,56 | 1 549 | 26,78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78 862 | 191,13 | 1 916 | 194,16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 975 | 9,17 | 72 | 18,33 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 36 651 | 890 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 901 163 | 21 889 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 61 782 | 23,05 | 1 501 | 24,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 144 876 | 10,87 | 3 519 | 12,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 134 972 | 418,29 | 3 278 | 423,64 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 147 462 | 3 582 | ||||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 45 172 | 4,41 | 1 097 | 5,48 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 106 394 | 2 584 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 33 790 | 79,34 | 821 | 81,02 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 468 161 | 114,92 | 11 | 120,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 167 543 | 21,67 | 28 360 | 22,89 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 232 856 | 5 656 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 975 | 72 | ||||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 396 738 | 51,39 | 9 637 | 52,90 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 61 616 | 1 497 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 18 768 | 456 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 14 577 | 354 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28 644 | 696 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 21 584 | 18,86 | 524 | 20,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 188 236 | 11,62 | 4 572 | 12,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 300 | 32 | ||||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 718 299 | 75,25 | 17 447 | 77,00 |
