Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Valued Advisers Trust - Regan Floating Rate MBS ETF comprennent State of New Jersey Common Pension Fund D, EP Wealth Advisors, Inc., Atria Investments Llc, Endeavor Private Wealth, Inc., Truist Financial Corp, StoneX Group Inc., Crossmark Global Holdings, Inc., J.w. Cole Advisors, Inc., SILVER OAK SECURITIES, Inc, Concorde Financial Corp, et Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 094 | 207 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14 820 | 378 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 34 999 | 893 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 123 623 | 13,89 | 3 155 | 14,15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138 604 | 3 537 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10 273 | 10,15 | 262 | 10,55 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 604 | 16,52 | 2 261 | 16,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55 528 | 35,82 | 1 417 | 36,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 207 | 1,47 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 155 | 0 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 120 424 | 5,58 | 3 073 | 5,86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 259 915 | 1,23 | 6 633 | 1,48 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 873 603 | 1,71 | 22 294 | 1,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 200 000 | 5 104 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 640 | 399 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 433 | 241 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 | 6 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 367 | 31,41 | 724 | 31,69 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 705 | 132,58 | 95 | 135,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 584 | 51,87 | 576 | 52,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 618 | 23 535,71 | 169 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 37 359 | 41,33 | 953 | 41,82 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 430 | 13,94 | 36 | 16,13 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 155 615 | 0,05 | 3 971 | 0,20 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 084 | 257 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 501 | 13 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 35 649 | 910 | ||||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 19 014 | 3,35 | 485 | 3,63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11 450 | 3,62 | 292 | 3,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 85 643 | 2,37 | 2 177 | 2,06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 444 784 | 14,27 | 11 351 | 14,55 |
