Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco BulletShares 2030 High Yield Corporate Bond ETF inkluderer Mercer Global Advisors Inc /adv, Milestones Private Investment Advisors LLC, We Are One Seven, LLC, Alaska Permanent Capital Management, BridgePort Financial Solutions, LLC, og Farther Finance Advisors, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 281 467 | 5,04 | 7 322 | 7,20 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 42 019 | 267,40 | 1 090 | 274,23 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 129 608 | 2,28 | 3 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 53 772 | 34,44 | 1 399 | 37,19 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 240 471 | 2 866,95 | 6 256 | 2 936,41 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 28 966 | 104,24 | 754 | 108,59 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29 633 | 6,32 | 771 | 8,45 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 258 300 | 6 720 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 14 720 | 37,72 | 382 | 40,44 | ||||
2025-07-21 | 13F | Trinity Legacy Partners, LLC | 336 228 | 2,11 | 8 715 | 2,54 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 762 | 2,05 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 8 229 | 214 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 15 730 | 144,07 | 409 | 149,39 | ||||
2025-08-05 | 13F | Key FInancial Inc | 6 450 | 124,74 | 168 | 128,77 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 237 888 | 24,65 | 6 189 | 27,22 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 680 | 84,83 | 980 | 88,82 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 6 428 | 224,97 | 167 | 234,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 46 256 | 21,30 | 1 203 | 23,89 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 18 921 | 492 | ||||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16 810 | 0,10 | 0 | |||||
2025-07-15 | 13F | Legacy Financial Group LLC | 395 490 | 1 670,01 | 10 289 | 1 708,08 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 13 780 | 4,67 | 358 | 6,87 | ||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 296 187 | 2,22 | 7 705 | 4,33 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 856 | 204 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 523 003 | 89,12 | 13 606 | 93,01 | ||||
2025-08-07 | 13F | SFE Investment Counsel | 156 243 | 23,50 | 4 065 | 26,05 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 4 141 | 0,41 | 108 | 1,90 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 352 | 191 | ||||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 34 508 | 898 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 30 648 | 797 |