Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF comprennent Tripletail Wealth Management, LLC, CI Private Wealth, LLC, Change Path, LLC, FSM Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, BlackRock, Inc., Fortress Private Ledger, Llc, Legacy Investment Solutions, LLC, Twin Peaks Wealth Advisors, LLC, Capital Analysts, Inc., Hantz Financial Services, Inc., Russell Investments Group, Ltd., Strategic Wealth Partners, Ltd., et Activest Wealth 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.
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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 | Susquehanna International Group, Llp | 130 624 | 4 445 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21 953 | 0,03 | 747 | 8,42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30 926 | 3,21 | 1 052 | 11,80 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229 844 | 0,82 | 7 822 | 9,23 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 119 334 | 1 118,07 | 4 061 | 1 222,48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 493 | 0,61 | 17 | 6,67 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 209 650 | 7,04 | 7 134 | 15,98 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20 741 | 0,02 | 706 | 8,29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 663 | 431 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 65 | 1,56 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 151 857 | 0,97 | 5 168 | 9,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 335 184 | 2,22 | 11 406 | 10,75 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 23 867 | 4,51 | 812 | 13,25 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 5 914 | 201 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4 055 | 31,19 | 138 | 41,24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39 462 | 27,42 | 1 343 | 38,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 430 | 0,41 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51 081 | 1,34 | 1 738 | 9,79 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 574 610 | 18,73 | 121 644 | 28,63 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 146 636 | 54,38 | 4 990 | 67,28 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 256 | 213 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 55 393 | 2,80 | 1 885 | 11,41 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 305 | 0,99 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85 052 | 0,54 | 2 894 | 8,92 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 6 450 | 0 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 507 162 | 1,07 | 51 289 | 9,50 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 60 656 | 1,47 | 2 064 | 9,96 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6 036 | 205 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6 483 | 221 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 545 541 | 3,76 | 18 565 | 12,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 784 | 3,72 | 61 | 11,11 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 209 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6 112 | 208 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10 091 | 341 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 329 | 0,61 | 11 | 10,00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 10 488 | 7,20 | 357 | 15,96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36 017 | 15,68 | 1 226 | 25,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 725 | 35,50 | 195 | 46,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 102 960 | 928,26 | 3 504 | 1 015,61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 83 649 | 0,45 | 2 847 | 8,83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 181 869 | 56,86 | 6 189 | 69,98 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 18 242 | 0,06 | 621 | 8,39 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 953 | 13,57 | 2 857 | 23,05 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 469 434 | 10,22 | 15 975 | 19,40 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 98 644 | 2,24 | 3 357 | 10,76 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 15 077 | 9,74 | 513 | 19,03 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 77 | 3 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 245 | 383 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 32 623 | 0,18 | 1 110 | 8,61 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 132 | 0,76 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 813 | 0,12 | 28 | 8,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17 241 | 1 | ||||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 7 258 | 0,33 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 356 245 | 1,60 | 12 123 | 10,08 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 4 177 | 142 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 122 735 | 13,31 | 72 237 | 22,76 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 911 | 0,11 | 31 | 10,71 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 119 | 15,92 | 278 | 37,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 327 540 | 8,08 | 11 146 | 17,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 981 | 141 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 96 | 0 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 49 478 | 18,95 | 1 684 | 28,87 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 266 | 0,38 | 9 | 12,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22 | 1 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 819 867 | 6,69 | 27 900 | 15,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 040 | 784 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9 530 | 0,22 | 324 | 8,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 102 | 38 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44 699 | 0,13 | 1 521 | 8,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 241 209 | 2,99 | 76 268 | 11,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 914 | 14 756,67 | 303 | 30 200,00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 146 463 | 82,88 | 4 984 | 98,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 912 | 3,40 | 235 | 12,44 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 586 | 54,13 | 54 | 65,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 70 722 | 2,91 | 2 407 | 11,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 013 | 315 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 484 831 | 7,08 | 16 499 | 16,01 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 98 | 1,03 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 21 435 | 78,05 | 729 | 92,86 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 88 447 | 540,46 | 3 010 | 594,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 201 322 | 102,88 | 7 | 100,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25 215 | 34,32 | 859 | 45,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 133 786 | 10,00 | 38 583 | 19,18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 215 111 | 8,68 | 7 320 | 17,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 239 264 | 24,78 | 8 149 | 33,88 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 25 857 | 905 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72 426 | 0,20 | 2 465 | 8,55 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 135 463 | 335,12 | 4 610 | 371,75 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 353 383 | 0,17 | 12 026 | 8,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 122 348 | 4 164 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 43 166 | 1 469 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 521 | 52 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 379 723 | 5,42 | 13 089 | 15,69 |
