Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans DBX ETF Trust - Xtrackers S&P 500 Scored & Screened ETF comprennent Sun Life Financial Inc, National Bank Of Canada /fi/, Savvy Advisors, Inc., Cerity Partners LLC, TCG Advisory Services, LLC, ERNZ - TrueShares Active Yield ETF, Steward Partners Investment Advisory, Llc, PFG Investments, LLC, Two Sigma Securities, Llc, Fifth Third Wealth Advisors LLC, Ethic Inc., Ellevest, Inc., Twin Peaks Wealth Advisors, LLC, et Garde Capital, 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 | Nomura Asset Management Co Ltd | 5 780 | 25,65 | 320 | 38,10 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 4 471 | 0,18 | 247 | 9,78 | ||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 360 | 270 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 4 917 | 8,40 | 272 | 18,86 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 21 357 | 1 181 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 725 | 151 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 000 | 58 | ||||||
2025-08-14 | 13F | Comerica Bank | 3 352 | 51,20 | 185 | 66,67 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 3 624 | 73,65 | 211 | 90,91 | ||||
2025-08-08 | 13F | Gts Securities Llc | 161 089 | 201,07 | 8 901 | 229,87 | ||||
2025-07-31 | 13F | Heirloom Wealth Management | 8 238 | 0,93 | 456 | 10,71 | ||||
2025-07-30 | 13F | Ethic Inc. | 3 694 | 203 | ||||||
2025-08-14 | 13F | Abound Financial, Llc | 4 494 | 0,02 | 249 | 9,73 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 19 600 | 489 900,00 | 1 084 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 543 | 5,77 | 1 | |||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 425 847 | 3,76 | 24 | 15,00 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 551 286 | 49,16 | 30 486 | 63,57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 212 | 288 | ||||||
2025-07-25 | NP | USSG - Xtrackers MSCI USA ESG Leaders Equity ETF | 25 000 | 284,62 | 1 311 | 276,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 74 111 | 45,15 | 4 099 | 59,15 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 132 360 | 0,69 | 7 319 | 10,43 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 307 200 | 178,51 | 16 988 | 205,43 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 7 015 | 388 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 4 859 | 269 | ||||||
2025-08-13 | 13F | Balance Wealth, LLC | 18 000 | 0,03 | 995 | 9,70 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 77 700 | 4 297 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 31 972 | 0,07 | 1 768 | 13,04 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 141 494 | 117,38 | 7 825 | 138,39 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 753 403 | 35,44 | 207 563 | 48,52 | ||||
2025-08-13 | 13F | Sun Life Financial Inc | 2 231 800 | 123 | ||||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 79 035 | 353,91 | 4 | |||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4 250 | 235 | ||||||
2025-07-09 | 13F | Fragasso Group Inc. | 7 032 | 25,66 | 389 | 37,59 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 8 132 | 450 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 379 | 0,13 | 132 | 10,08 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 461 906 | 5,04 | 25 548 | 15,20 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 186 044 | 8,00 | 10 288 | 18,43 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 189 | 46,35 | 563 | 60,40 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 2 369 | 0,30 | 131 | 10,08 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 22 | 83,33 | 1 | |||||
2025-07-18 | 13F | First Pacific Financial | 1 417 | 0,07 | 78 | 9,86 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Ellevest, Inc. | 3 649 | 202 | ||||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 34 602 | 0,29 | 1 913 | 10,01 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 51 745 | 3,46 | 2 861 | 13,44 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 7 812 | 4,12 | 437 | 26,01 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 100 | 0 | ||||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 061 | 0,20 | 169 | 4,32 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 50 387 | 4,22 | 2 786 | 14,27 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 21 371 | 1,30 | 1 182 | 11,10 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 16 165 | 894 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4 436 | 245 | ||||||
2025-07-31 | 13F | WFA Asset Management Corp | 1 291 | 0,39 | 65 | 4,92 |