Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July comprennent Straight Path Wealth Management, Merit Financial Group, LLC, Schneider Downs Wealth Management Advisors, LP, Truist Financial Corp, Benjamin Edwards Inc, IHT Wealth Management, LLC, et PFS Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29 226 | 0,23 | 930 | 9,42 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 517 | 208 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 982 | 10,71 | 31 | 24,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 850 | 15,63 | 921 | 26,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 146 987 | 6,34 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 85 328 | 62,87 | 2 725 | 78,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 204 | 44,37 | 134 | 59,52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 486 | 910 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 659 | 27,03 | 979 | 39,46 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 23 233 | 8,08 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30 387 | 8,35 | 971 | 18,87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 924 | 253 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17 181 | 29,22 | 549 | 37,69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 130 | 9,52 | 292 | 20,25 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 23 096 | 70,09 | 738 | 86,58 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 15 436 | 493 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 969 | 160,44 | 95 | 184,85 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54 216 | 0,08 | 1 732 | 9,77 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 | 1 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 47 936 | 54,67 | 1 531 | 69,73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 744 | 343 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8 934 | 285 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 9 437 | 31,45 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 33 247 | 1 062 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1 726 | 55 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 187 222 | 11,94 | 5 980 | 22,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16 050 | 493,57 | 513 | 556,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 36 112 | 72,87 | 1 153 | 89,64 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4 530 | 169,64 | 145 | 213,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231 100 | 31,80 | 7 381 | 44,58 |
