Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innventure, Inc. comprennent
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares,
Abundance Wealth Counselors,
Belpointe Asset Management LLC,
Cresset Asset Management, LLC,
Angeles Wealth Management, Llc,
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF,
Naviter Wealth, LLC,
HighTower Advisors, LLC,
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares,
Nicolet Advisory Services, Llc,
Prelude Capital Management, Llc,
Fortis Capital Advisors, LLC,
et
SBI Securities Co., Ltd.
.
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
(%) |
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
37 146 |
5,32 |
212 |
-30,72 |
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
186 920 |
23,82 |
897 |
-22,87 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
65 144 |
182,50 |
372 |
85,50 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
24 732 |
|
119 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1 471 885 |
251,34 |
7 065 |
118,80 |
|
| 2025-08-13 |
13F |
Cresset Asset Management, LLC
|
|
|
|
73 804 |
|
354 |
|
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
100 |
|
0 |
|
|
| 2025-07-28 |
13F |
Naviter Wealth, LLC
|
|
|
|
29 471 |
|
141 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Diametric Capital, LP
|
|
|
|
32 573 |
144,34 |
156 |
52,94 |
|
| 2025-07-29 |
13F |
Angeles Wealth Management, Llc
|
|
|
|
68 957 |
|
331 |
|
|
| 2025-07-21 |
13F |
Abundance Wealth Counselors
|
|
|
|
754 311 |
|
4 |
|
|
| 2025-08-05 |
13F |
Fortress Wealth Group, LLC
|
|
|
|
143 691 |
899,94 |
711 |
1 010,94 |
|
| 2025-07-22 |
13F |
Belpointe Asset Management LLC
|
|
|
|
101 270 |
|
486 |
|
|
| 2025-07-21 |
13F |
Fortis Capital Advisors, LLC
|
|
|
|
10 780 |
|
52 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
312 201 |
60,07 |
1 499 |
-0,33 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
315 |
40,62 |
2 |
0,00 |
|
| 2025-08-28 |
NP |
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
42 328 |
|
203 |
|
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
1 037 000 |
|
4 978 |
|
|
| 2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
15 949 |
|
77 |
|
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
74 678 |
190,15 |
358 |
80,81 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
66 390 |
2 545,02 |
319 |
1 573,68 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
1 598 |
|
7 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
3 074 330 |
937,59 |
14 757 |
546,06 |
|
| 2025-08-13 |
13F |
Nicolet Advisory Services, Llc
|
|
|
|
15 437 |
|
69 |
|
|
| 2025-08-14 |
13F |
Prelude Capital Management, Llc
|
|
|
|
12 744 |
|
61 |
|
|
