Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF comprennent Golden State Wealth Management, LLC, Aspire Capital Advisors LLC, Prospera Financial Services Inc, Mml Investors Services, Llc, Glenmede Investment Management, LP, Ameritas Advisory Services, LLC, et Simplex Trading, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 711 | 96 | ||||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 26 849 | 14,06 | 3 621 | 20,50 | ||||
2025-08-14 | 13F | Mariner, LLC | 29 098 | 23,73 | 3 925 | 30,67 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 650 | 0,27 | 1 706 | 5,90 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 614 | 1 162 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1 840 | 248 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 10 645 | 3,49 | 1 436 | 9,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6 497 | 876 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 5 | 0 | ||||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7 977 | 102,67 | 1 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 321 | 21,59 | 43 | 30,30 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 9 334 | 9,12 | 1 259 | 15,20 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 6 688 | 902 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 060 | 1 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 614 | 0,75 | 218 | 6,37 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 9 125 | 1,61 | 1 231 | 7,33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 10 814 | 6,77 | 1 459 | 12,76 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 3 737 | 0,51 | 1 | |||||
2025-07-22 | 13F | Willner & Heller, Llc | 3 171 | 3,97 | 428 | 9,77 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 9 727 | 23,30 | 1 312 | 30,19 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 560 | 2,63 | 1 694 | 8,45 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 745 | 115,94 | 100 | 127,27 | ||||
2025-08-12 | 13F | LPL Financial LLC | 324 766 | 17,43 | 43 803 | 24,03 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 610 | 71,83 | 82 | 82,22 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 848 | 0 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 962 | 130 | ||||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 767 | 0,28 | 775 | 5,59 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 3 295 | 0,92 | 444 | 6,73 |