Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans T. Rowe Price Capital Appreciation Premium Income ETF comprennent Pinnacle Wealth Management, LLC, Stifel Financial Corp, Stratos Wealth Advisors, LLC, Yarger Wealth Strategies, Llc, Lowe Wealth Advisors, LLC, NCM Capital Management, LLC, Essex Financial Services, Inc., Lighthouse Wealth Management Inc., Annis Gardner Whiting Capital Advisors, LLC, 4J Wealth Management LLC, Steward Partners Investment Advisory, Llc, Cambridge Investment Research Advisors, Inc., Concurrent Investment Advisors, LLC, Capital Investment Advisory Services, LLC, Bogart Wealth, LLC, Harbour Investments, Inc., et Fmr 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 137 | 201 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 25 843 | 639 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 600 | 15 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 119 225 | 2 945 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 13 302 | 329 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 90 214 | 2 228 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 37 644 | 930 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 665 | 288 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 301 | 106 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 101 103 | 7,42 | 2 498 | 9,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 665 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 41 854 | 1 034 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25 191 | 622 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 25 057 | 619 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 613 | 15 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 35 553 | 878 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 21 541 | 532 |
