Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF comprennent Conservest Capital Advisors, Inc., StoneX Group Inc., Advyzon Investment Management, LLC, Proffitt & Goodson Inc, Smithfield Trust Co, American National Bank, ENDW - Cambria Endowment Style ETF, Montag A & Associates Inc, MAI Capital Management, Nemes Rush Group LLC, et Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 71 391 | 45,30 | 2 307 | 59,99 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65 160 | 0,15 | 2 106 | 10,27 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 11 777 | 515,95 | 381 | 578,57 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 45 065 | 3,53 | 1 457 | 14,02 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 25 | 1 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 288 | 0,35 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 | 20,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 679 | 0,09 | 281 | 10,24 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 61 | 2 | ||||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 14 299 | 4,77 | 462 | 15,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 386 | 124,87 | 1 273 | 147,47 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 38 335 | 5,61 | 1 266 | 21,38 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 66 | 2 | ||||||
| 2025-07-16 | 13F | American National Bank | 28 | 1 | ||||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 137 | 4 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 32 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 453 084 | 1,02 | 14 644 | 11,24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 55 | 2 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52 008 | 344,74 | 1 681 | 389,80 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 82 065 | 1,61 | 2 652 | 11,90 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 9 605 | 310 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 29 | 0 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 365 866 | 0,54 | 12 | 10,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 109 | 23,86 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180 345 | 6,71 | 5 829 | 17,50 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13 964 | 451 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 24 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146 049 | 4,21 | 4 720 | 14,76 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 220 | 4,27 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 121 | 0,36 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70 174 | 38,31 | 2 268 | 52,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 109 | 4 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 125 | 400,00 | 4 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 1,27 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 126 930 | 36 420 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17 060 | 67,35 | 551 | 84,28 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 826 | 227 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 39 559 | 0,06 | 1 279 | 10,17 | ||||
| 2025-08-12 | 13F | Bokf, Na | 380 | 153,33 | 12 | 200,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 295 | 74 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 320 | 204 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12 646 | 0,35 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 692 | 0,44 | 22 | 10,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 249 | 9,21 | 8 | 33,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 264 | 3,61 | 41 | 11,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 | 1 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 146 060 | 0,66 | 4 721 | 10,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 198 | 0,27 | 71 | 10,94 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6 220 | 201 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 111 | 0,34 | 133 | 10,00 |
