Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF comprennent D.a. Davidson & Co., Two Sigma Investments, Lp, Equitable Holdings, Inc., Atria Wealth Solutions, Inc., et Concurrent Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 312 392 | 45 108,68 | 13 464 | 51 684,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 050 | 304 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64 659 | 23,33 | 2 787 | 36,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 436 886 | 0,78 | 18 830 | 11,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46 804 | 11,39 | 2 017 | 23,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 326 014 | 2,58 | 14 051 | 13,89 | ||||
| 2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 210 979 | 7,65 | 8 175 | -0,44 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 90 638 | 4,57 | 3 907 | 16,11 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 16 | |||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 67 114 | 0,94 | 2 895 | 12,04 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 436 | 21,71 | 665 | 35,16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20 004 | 78,61 | 862 | 98,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 300 567 | 11,87 | 12 954 | 24,20 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 34 277 | 0,63 | 1 477 | 11,72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 973 | 344 | ||||||
| 2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 102 587 | 24,22 | 4 211 | 23,71 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 52 078 | 11,78 | 2 245 | 24,12 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14 998 | 6,92 | 646 | 18,75 | ||||
| 2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 1 272 654 | 2,41 | 49 315 | -5,29 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 98 423 | 4 242 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 641 | 545 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 47 000 | 2 026 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19 064 | 1,02 | 822 | 12,16 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 217 591 | 60,47 | 9 378 | 78,19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 283 | 1,32 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 800 | 207 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 64 710 | 18,69 | 2 789 | 31,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 882 830 | 0,33 | 38 050 | 11,39 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 5 952 | 4,04 | 257 | 15,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 85 203 | 245,79 | 3 706 | 287,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 494 | 0,96 | 1 056 | 12,11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15 890 | 146,74 | 685 | 173,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12 198 | 25,03 | 526 | 38,89 | ||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1 704 689 | 1,79 | 66 057 | -5,86 | ||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 537 787 | 5,91 | 22 076 | 5,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 692 569 | 15,51 | 29 850 | 28,24 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 092 532 | 16,52 | 47 088 | 29,37 |
