Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Global X Funds - Global X Lithium & Battery Tech ETF comprennent BLVD Private Wealth, LLC, Pinnbrook Capital Management Lp, J. Safra Sarasin Holding AG, Betterment LLC, Total Investment Management Inc, Kilter Group LLC, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., GKV Capital Management Co., Inc., Strategic Wealth Partners, Ltd., Atlantic Union Bankshares Corp, Smallwood Wealth Investment Management, LLC, CVA Family Office, LLC, Mount Yale Investment Advisors, LLC, et Quaker Wealth Management, 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/A | Barclays Plc | 8 693 | 66,44 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 2 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 523 | 47,02 | 481 | 45,45 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 4 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 690 | 1,68 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 326 | 18,12 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 97 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 304 | 21,69 | 472 | 20,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 019 | 0,36 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39 508 | 8,40 | 1 517 | 7,28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 681 | 26 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 342 | 0,04 | 1 896 | -0,94 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 14 062 | 98,00 | 540 | 96,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 12 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 033 | 9,01 | 846 | 7,91 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 49 544 | 2 143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 187 | 7 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 957 | 128,53 | 574 | 126,88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6 257 | 240 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 35 | 1 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 952 | 77,45 | 80 | 88,10 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38 226 | 134,17 | 1 468 | 131,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31 200 | 16,85 | 1 198 | 15,75 | |||
| 2025-08-29 | 13F | Total Investment Management Inc | 854 | 33 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 421 | 16 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 119 | 16,44 | 1 656 | 15,25 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 6 064 | 11,72 | 233 | 10,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 360 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 398 | 1,90 | 514 | 0,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 121 | 32,58 | 273 | 31,25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15 838 | 0,06 | 608 | -0,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39 540 | 10,75 | 1 492 | 7,96 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 133 | 2,31 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 270 | 1 182,35 | 126 | 1 288,89 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 23 873 | 64,44 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0,29 | 26 | 0,00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 6 900 | 265 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 51,11 | 3 | 100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 448 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 603 | 0,68 | 369 | -0,54 | ||||
| 2025-08-08 | 13F | Pinnbrook Capital Management Lp | 38 515 | 1 479 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 000 | 77 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 216 | 8 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 405 | 16 | ||||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 192 021 | 1,29 | 7 374 | 0,24 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 050 | 0,88 | 232 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 474 | 210 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 530 | 12,67 | 59 | 11,54 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 38 462 | 7,21 | 1 477 | 6,11 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43 728 | 1 679 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 680 | 26 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 000 | 960 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 9 | 0 |
