Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans FlexShares Trust - FlexShares Quality Dividend Index Fund comprennent Kovitz Investment Group Partners, LLC, Charter Capital Management, LLC\DE, Smartleaf Asset Management LLC, Financial Network Wealth Management LLC, Asset Dedication, LLC, Harbor Asset Planning, Inc., et Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 238 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 162 | 800,00 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 433 | 0,67 | 471 | 7,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 24 823 | 0,36 | 1 817 | 7,46 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 65 723 | 0,74 | 4 810 | 7,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 247 950 | 3,30 | 18 145 | 10,59 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34 156 | 2 500 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 166 329 | 2,78 | 12 172 | 10,03 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 123 747 | 8,05 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 564 | 55,59 | 405 | 67,36 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 250 | 91 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 132 | 2,89 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 559 223 | 0,83 | 40 924 | 7,93 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 700 | 51 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 280 057 | 3,81 | 20 495 | 11,13 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 270 577 | 7,91 | 19 801 | 15,51 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 452 906 | 4,49 | 33 144 | 11,86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 720 | 198 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 243 | 0,12 | 237 | 7,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2 795 | 205 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 048 052 | 4,94 | 295 347 | 12,01 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 9 502 | 0,49 | 695 | 7,59 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 110 | 12,24 | 8 | 33,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36 208 | 6,04 | 2 649 | 13,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51 658 | 241,00 | 3 781 | 265,22 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 875 | 210 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8 859 | 648 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 712 | 203 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 2 994 | 3,96 | 219 | 11,73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 43 | 3 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 097 | 2,12 | 300 | 9,12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 232 | 8,86 | 383 | 16,46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 506 | 37 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3 000 | 220 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 978 | 4,26 | 584 | 11,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12 538 | 13,76 | 917 | 21,78 |
