Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans EntrepreneurShares Series Trust - ERShares Private-Public Crossover ETF comprennent Two Sigma Investments, Lp, AE Wealth Management LLC, Citadel Advisors Llc, Whalen Wealth Management Inc., LPL Financial LLC, Apollon Wealth Management, LLC, Carter Financial Group, INC., Kingsview Wealth Management, LLC, Pensionmark Financial Group, Llc, Warren Averett Asset Management, LLC, Cambridge Investment Research Advisors, Inc., Symphony Financial, Ltd. Co., Beck Capital Management, Llc, Alpine Bank Wealth Management, Simplex Trading, Llc, Lindbrook Capital, Llc, Atlantic Union Bankshares Corp, Sandy Spring Bank, BlackRock, Inc., et Farther Finance Advisors, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 4 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 264 | 5 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17 780 | 339 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 118 | 6,31 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32 600 | 622 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 28 877 | 87,55 | 551 | 124,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 75 497 | 62,81 | 1 441 | 94,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 | 8 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 40 885 | 4,92 | 780 | 25,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 125 | 537 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 268 | 24 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6 115 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 135 000 | 2 577 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 26 048 | 497 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 083 | 0,10 | 40 | 18,18 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 534 | 29 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 216 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13 747 | 7,84 | 262 | 29,06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 534 | 24 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 835 | 379 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 11 080 | 212 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 624 | 71,00 | 375 | 104,37 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 50 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29 693 | 13,33 | 567 | 35,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 170 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 888 | 5,77 | 36 | 28,57 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 000 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 575 | 1,50 | 49 | 22,50 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 240 828 | 1,58 | 4 597 | 21,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 358 | 38,26 | 466 | 65,84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 235 | 310 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 29 936 | 571 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 434 | 337,57 | 1 001 | 423,56 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 921 | 705 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 12 218 | 233 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 469 | 524 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 141 070 | 516,51 | 2 693 | 639,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 175 764 | 13,01 | 3 355 | 35,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 10 000 | 191 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 340 | 74,27 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31 077 | 20,49 | 593 | 44,28 |
