Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Zacks Trust - Zacks Small/Mid Cap ETF comprennent GeoWealth Management, LLC, Carter Financial Group, INC., Advyzon Investment Management, LLC, Koshinski Asset Management, Inc., B.O.S.S. Retirement Advisors, LLC, Us Bancorp \de\, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | M1 Capital Management LLC | 36 152 | 83,42 | 1 225 | 105,54 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 41 315 | 19,87 | 1 411 | 34,51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 290 | 213 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 130 279 | 14,82 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 24 011 | 144,76 | 814 | 174,66 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 507 | 7,71 | 119 | 20,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 696 | 566 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6 082 | 206 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 853 | 29 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 98 800 | 21,26 | 3 414 | 38,46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 183 926 | 2,89 | 6 233 | 15,26 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 52 702 | 388,84 | 1 786 | 447,85 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 27 563 | 21,40 | 934 | 36,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 372 | 12,05 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 55 414 | 13,20 | 1 878 | 26,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 852 | 13,04 | 1 622 | 26,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 431 | 15 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 148 899 | 4,88 | 5 | 25,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 16 382 | 555 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12 144 | 19,18 | 412 | 33,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 372 755 | 13,77 | 12 633 | 27,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699 141 | 9,36 | 23 694 | 22,50 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 468 | 8,33 | 16 | 15,38 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 23 282 | 7,90 | 801 | 20,81 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 673 056 | 10,35 | 22 810 | 23,61 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16 201 | 549 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 826 | 401 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
