Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF comprennent rebel Financial LLC, Mariner, LLC, Creative Planning, Wesbanco Bank Inc, et Money Concepts Capital Corp .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59 254 | 1,79 | 2 665 | 17,56 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 732 | 33,09 | 29 | 21,74 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 108 | 38,19 | 271 | 58,48 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 37 022 | 5,80 | 1 642 | 20,56 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 12 641 | 0,67 | 492 | -8,72 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 55 430 | 1,58 | 2 459 | 15,73 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 12 224 | 18,73 | 542 | 22,62 | ||||
| 2025-07-23 | 13F | Shariaportfolio, Inc. | 765 658 | 1,40 | 33 964 | 15,52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 881 | 127,72 | 83 | 159,38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 670 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 080 | 0 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 215 290 | 0,50 | 53 910 | 14,49 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 12 682 | 69,77 | 563 | 93,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 733 | 6,06 | 77 | 20,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 34 674 | 10,03 | 1 538 | 25,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 290 | 368 | ||||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares | 16 990 | 9,26 | 657 | -2,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 57 460 | 33,70 | 2 549 | 52,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 061 | 428,46 | 91 | 506,67 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 16 052 | 6,98 | 712 | 21,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 109 | 0,18 | 227 | 14,14 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 177 | 363 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 825 | 12,85 | 303 | 28,51 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 50 011 | 2,91 | 2 218 | 17,23 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24 722 | 12,75 | 1 097 | 28,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 900 | 248,01 | 217 | 301,85 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 68 541 | 3 040 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 37 739 | 1 674 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 595 | 3,47 | 381 | 17,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 746 | 1 142 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 7 152 | 20,53 | 317 | 37,23 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 306 | 235 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 26 605 | 158,45 | 1 036 | 148,80 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 806 | 0,19 | 346 | 14,19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16 780 | 8,95 | 744 | 24,21 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 960 | 0,13 | 274 | 17,17 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 75 | 25,00 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 955 | 0,37 | 264 | 14,29 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 92 458 | 3,93 | 4 101 | 18,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7 494 | 5,05 | 332 | 19,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 45 793 | 3,19 | 2 031 | 17,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 160 | 1 249 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 66 | 50,00 | 3 | 100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 164 | 7,10 | 1 338 | 22,08 |
