Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF comprennent AE Wealth Management LLC, Kingdom Financial Group LLC., CWA Asset Management Group, LLC, Howard Bailey Securities, Llc, LifeWealth Investments, LLC, Global Wealth Management Investment Advisory, Inc., Family Wealth Group, LLC, B.O.S.S. Retirement Advisors, LLC, Transce3nd, LLC, Lloyd Advisory Services, LLC., FSA Advisors, Inc., Decker Retirement Planning Inc., Citadel Advisors Llc, Flow Traders U.s. Llc, Guerra Advisors Inc, Pineridge Advisors LLC, Jane Street Group, Llc, Arcadia Wealth Management, LLC, Old Mission Capital Llc, et LifePlan Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Pineridge Advisors LLC | 16 152 | 408 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 17 772 | 449 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 875 | 603 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 923 | 74 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 93 816 | 2 371 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 267 790 | 6 768 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 57 632 | 1 457 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 14 207 | 359 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 366 | 211 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 247 | 6 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 468 682 | 11 845 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 24 427 | 617 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 1 739 013 | 43 950 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 541 | 393 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 23 058 | 1 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1 210 812 | 30 601 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 69 417 | 1 754 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 205 | 5 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 237 264 | 5 996 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 883 642 | 22 332 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 248 695 | 132 651 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 478 | 341 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 156 664 | 3 959 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 8 647 | 219 |
