Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF comprennent Caption Management, LLC, AYAL Capital Advisors Ltd, Stratos Wealth Partners, LTD., National Asset Management, Inc., Wealthcare Advisory Partners LLC, RFG Advisory, LLC, Colony Group, LLC, Fountainhead AM, LLC, Sei Investments Co, Milestone Asset Management Group, LLC, CoreCap Advisors, LLC, Global Retirement Partners, LLC, et Briaud Financial Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 771 | 648 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 334 | 6 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 17 380 | 324 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 087 | 6,23 | 300 | 21,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 137 271 | 2 559 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47 036 | 212,22 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 412 281 | 107,01 | 7 685 | 137,31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141 581 | 487,25 | 2 639 | 573,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 445 | 137,52 | 474 | 172,41 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 117 031 | 2 181 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 260 230 | 25,77 | 4 851 | 41,65 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13 065 | 14,39 | 244 | 31,35 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 28 546 | 25,07 | 532 | 43,40 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 37 186 | 110,98 | 697 | 143,36 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 15 571 | 0,19 | 290 | 12,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 234 | 11,97 | 1 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 17 447 | 325 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 303 | 0 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 2 200 | 83,33 | 41 | 115,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 142 | 189 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 21 188 | 132,38 | 395 | 166,22 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 70 857 | 2,79 | 1 321 | 17,86 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 70 010 | 6,69 | 1 305 | 22,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 548 899 | 8 448,50 | 10 231 | 9 737,50 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 44 706 | 26 670,06 | 833 | 41 550,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 922 | 22,26 | 36 | 40,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56 175 | 2,00 | 1 047 | 16,98 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 108 425 | 2 021 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 308 | 6 | ||||||
| 2025-08-14 | 13F | Caption Management, LLC | Put | 300 000 | 5 592 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 428 | 23,83 | 120 | 41,67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 31 217 | 22,48 | 582 | 40,34 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 17 574 | 2,10 | 328 | 17,20 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 12 106 | 0,19 | 226 | 14,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 71 | 4,41 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 21 100 | 1,44 | 393 | 16,27 | |||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 159 | 75,61 | 22 | 110,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 485 568 | 9,41 | 9 051 | 25,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18 731 | 349 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93 120 | 374,76 | 2 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 246 | 23,06 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 153 984 | 4,46 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108 206 | 64,93 | 2 017 | 89,21 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24 647 | 459 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 676 | 57,41 | 50 | 81,48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23 062 | 64,11 | 430 | 88,16 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 384 | 6,08 | 7 | 40,00 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 91 424 | 4,98 | 1 704 | 20,42 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 327 | 6,14 | 230 | 21,81 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18 705 | 6,45 | 349 | 22,11 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 4 611 | 58,40 | 0 | |||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 79 327 | 385,89 | 1 479 | 457,74 | ||||
| 2025-08-14 | 13F | AYAL Capital Advisors Ltd | Put | 300 000 | 5 592 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 991 480 | 44,34 | 18 481 | 65,47 | ||||
| 2025-08-08 | 13F | Creative Planning | 35 055 | 13,32 | 653 | 30,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 107 073 | 519,10 | 1 996 | 609,96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 613 | 22,85 | 86 | 39,34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 283 | 1 962,89 | 173 | 2 371,43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17 059 | 0,29 | 318 | 14,86 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 260 | 45,25 | 5 | 100,00 |
