Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Pacer Funds Trust - Pacer Swan SOS Fund of Funds ETF comprennent Evolution Wealth Management Inc., Founders Financial Securities Llc, NewEdge Wealth, LLC, Stratos Wealth Partners, LTD., Financial Gravity Companies, Inc., Sofos Investments, Inc., Wealth Enhancement Advisory Services, Llc, Geneos Wealth Management Inc., Creative Financial Designs Inc /adv, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, et Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 451 | 319 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 391 560 | 3,42 | 11 935 | 10,41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 36 764 | 1,19 | 1 121 | 8,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 269 | 8 | ||||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 40 967 | 1,45 | 1 249 | 8,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 55 866 | 10,87 | 1 703 | 18,36 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 924 394 | 2,53 | 28 194 | 9,57 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 9 000 | 274 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 472 765 | 33,11 | 14 410 | 42,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215 263 | 16,03 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 417 979 | 1,84 | 12 794 | 11,42 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 114 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 007 881 | 3,76 | 30 720 | 10,78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 858 | 483 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14 481 | 451 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 176 181 | 24,77 | 5 370 | 33,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 388 032 | 15,90 | 42 306 | 23,73 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 77 547 | 2 364 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 320 844 | 5,16 | 9 779 | 12,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 53 879 | 4,76 | 1 642 | 11,85 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 142 428 | 43,73 | 4 341 | 53,45 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 679 622 | 1 103,72 | 20 715 | 1 185,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 271 | 8 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 390 | 0,57 | 347 | 7,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 64 772 | 2,56 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 595 | 16,75 | 841 | 24,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 450 | 44 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 168 226 | 17,45 | 5 128 | 25,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 286 475 | 0,78 | 8 732 | 7,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134 683 | 15,32 | 4 105 | 23,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 20 479 | 36,09 | 1 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14 714 | 7,43 | 448 | 14,58 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21 448 | 25,61 | 654 | 34,09 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 51 084 | 90,43 | 1 557 | 103,53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 667 933 | 2,51 | 50 839 | 10,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 79 309 | 542,33 | 2 417 | 586,65 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 115 | 143,45 | 34 | 153,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 186 322 | 5 679 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 756 | 207 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 242 083 | 161,41 | 7 379 | 179,15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 9 000 | 257 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 281 | 9 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 33 571 | 1 023 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 206 371 | 87,56 | 6 290 | 100,25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 825 | 360 |
