Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Tidal Trust II - Return Stacked U.S. Stocks & Managed Futures ETF comprennent Stapp Wealth Management, Pllc, Triton Wealth Management, PLLC, Citadel Advisors Llc, True Wealth Design, LLC, Ameritas Advisory Services, LLC, Aptus Capital Advisors, LLC, et Ameritas Investment Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Atria Investments Llc | 14 921 | 5,51 | 348 | 11,22 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 24 598 | 9,69 | 574 | 15,76 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 13 350 | 3,95 | 311 | 9,89 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 185 693 | 44,13 | 4 330 | 52,14 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 209 472 | 6,42 | 4 885 | 12,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 581 | 0,14 | 293 | 5,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 520 | 152 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 15 334 | 5,35 | 358 | 11,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 72 681 | 201,99 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 9 298 | 211,18 | 217 | 227,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444 408 | 22,56 | 10 364 | 29,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 441 036 | 22,97 | 10 | 42,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11 366 | 132,96 | 265 | 147,66 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 66 210 | 7,45 | 1 544 | 13,45 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 186 689 | 15,64 | 4 354 | 22,07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 214 379 | 5,86 | 4 999 | 11,76 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 358 | 11,37 | 708 | 17,44 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 146 | 64,04 | 3 | 200,00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 131 097 | 3,13 | 3 057 | 8,87 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 7 647 | 178 | ||||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 72 515 | 1 691 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 311 | 240 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 470 821 | 3,18 | 10 980 | 8,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 083 | 44,78 | 445 | 52,92 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 98 020 | 24,98 | 2 286 | 31,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 183 373 | 165,08 | 4 | 300,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 249 641 | 40,93 | 5 822 | 48,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 062 211 | 12,52 | 48 | 20,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 123 309 | 8,27 | 2 971 | 31,53 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 209 480 | 11,74 | 4 885 | 17,97 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 38 274 | 942 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 18 799 | 12,27 | 438 | 18,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 517 | 29,85 | 782 | 37,19 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 802 | 19 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 91 471 | 4,56 | 2 133 | 16,56 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 48 874 | 71,10 | 1 140 | 80,79 |
