Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF comprennent Centurion Wealth Management LLC, Sigma Planning Corp, Brookwood Investment Group LLC, et Evolution Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Centric Wealth Management | 195 113 | 1,59 | 9 869 | 7,16 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 359 937 | 8,08 | 17 781 | 11,36 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 4 144 | 205 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 15 617 | 1 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 190 | 338,00 | 108 | 468,42 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 129 937 | 4,97 | 6 417 | 8,14 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 245 831 | 0,26 | 12 124 | 7,35 | ||||
2025-07-15 | 13F | Unified Investment Management | 11 849 | 0,01 | 585 | 2,99 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 46 544 | 1,72 | 2 299 | 4,83 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 262 935 | 1,06 | 12 989 | 4,13 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 008 | 9,84 | 2 668 | 13,19 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 4 675 | 231 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 161 192 | 4,75 | 7 963 | 7,93 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 831 | 0,24 | 41 | 5,13 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 16 018 | 6,21 | 791 | 9,41 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 298 698 | 20,07 | 14 756 | 23,70 | ||||
2025-07-14 | 13F | Enzi Wealth | 257 767 | 0,34 | 12 713 | 6,75 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 450 | 0,06 | 319 | 2,91 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 58 445 | 0,09 | 2 887 | 3,70 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 29 | 1 | ||||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 130 204 | 0,28 | 6 432 | 3,33 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 391 | 26,49 | 909 | 30,27 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 14 560 | 12,97 | 719 | 16,53 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27 958 | 208,35 | 1 381 | 218,20 | ||||
2025-08-07 | 13F | Allworth Financial LP | 246 | 0,41 | 12 | 9,09 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 479 | 33,97 | 320 | 38,53 | ||||
2025-08-14 | 13F | UBS Group AG | 17 172 | 63,42 | 848 | 68,59 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 604 | 11,81 | 425 | 15,49 | ||||
2025-08-14 | 13F | Fmr Llc | 871 | 37,17 | 43 | 43,33 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 8 264 | 408 | ||||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 21 035 | 2,88 | 1 039 | 6,02 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 166 | 8 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 16 901 | 96,36 | 835 | 102,43 |