Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF comprennent Global Financial Private Client, LLC, Goldman Sachs Group Inc, Foundations Investment Advisors, LLC, Cullen/frost Bankers, Inc., Alpine Bank Wealth Management, Massmutual Trust Co Fsb/adv, Global Retirement Partners, LLC, et Cwm, 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406 147 | 23,95 | 7 965 | 20,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 686 | 0,83 | 955 | -2,15 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267 749 | 3,01 | 5 251 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39 575 | 11,71 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27 813 | 545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26 883 | 18,62 | 527 | 13,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 867 | 44,31 | 409 | 37,71 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 122 398 | 17,77 | 2 400 | 14,34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11 253 | 221 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83 901 | 0,14 | 1 645 | -2,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48 041 | 942 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77 173 | 16,04 | 1 513 | 12,66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 124 | 0,89 | 277 | -2,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164 770 | 79,82 | 3 223 | 74,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 651 784 | 16,81 | 52 001 | 13,40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 752 | 1,21 | 230 | -1,71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 307 | 57,63 | 849 | 53,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 113 924 | 89,60 | 2 234 | 84,17 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 224 | 2,28 | 710 | -0,70 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 22 212 | 436 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7 410 | 145 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124 848 | 7,95 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 369 | 3,89 | 262 | 1,16 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2 751 | 1,85 | 54 | -1,85 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671 076 | 0,13 | 13 240 | -2,78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 103 553 | 12,01 | 2 031 | 8,73 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 24 012 | 0,60 | 471 | -2,49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89 316 | 4,59 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 166 055 | 0,62 | 3 256 | -2,31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 5 185 | 102 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20 808 | 408 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 097 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73 866 | 23,03 | 1 449 | 19,47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 37 373 | 15,98 | 755 | 13,90 |
