Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Global X Funds - Global X Variable Rate Preferred ETF comprennent HROAX - FinTrust Income and Opportunity Fund Class A Shares, Ballast, Inc., Ameritas Advisory Services, LLC, IFP Advisors, Inc, Nbc Securities, Inc., Dunhill Financial, LLC, AlphaCore Capital LLC, Howe & Rusling Inc, Parallel Advisors, LLC, et Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 78 677 | 88,80 | 1 794 | 82,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 162 187 | 198,30 | 3 698 | 187,48 | ||||
| 2025-04-25 | NP | HROAX - FinTrust Income and Opportunity Fund Class A Shares | 15 000 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272 685 | 55,07 | 6 | 50,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12 819 | 292 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 80 686 | 59,59 | 1 840 | 53,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 220 468 | 1,12 | 5 027 | -2,56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 24 324 | 55,37 | 555 | 49,73 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15 944 | 367 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 828 | 1,35 | 19 | -5,26 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 346 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17 806 | 406 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 28 325 | 13,46 | 646 | 9,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 831 058 | 26,68 | 41 748 | 22,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 959 | 3,71 | 318 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 33 482 | 44,05 | 763 | 38,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27 152 | 11,58 | 619 | 7,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 299 | 5,92 | 1 831 | 2,06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 143 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 545 | 48,07 | 446 | 42,63 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 21 623 | 0,01 | 493 | -3,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 798 | 41 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 227 | 8,74 | 324 | 4,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257 112 | 6,95 | 5 862 | 3,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34 100 | 777 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193 788 | 34,58 | 4 418 | 29,71 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 135 | 0,43 | 140 | -3,47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 300 | 7 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 94 638 | 0,98 | 2 158 | -2,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 164 364 | 6,58 | 3 747 | 2,71 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 892 | 1,83 | 43 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 553 | 1,47 | 1 381 | -2,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32 764 | 1,70 | 747 | -1,97 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 477 | 0,96 | 239 | -2,86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | -7,14 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 295 | 7 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 294 | 7 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8 859 | 0,31 | 202 | -3,37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 191 816 | 14,95 | 4 373 | 10,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 283 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 234 | 5 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 227 653 | 0,05 | 5 190 | -3,59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 400 | 78 |
