Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF inkluderer Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Legacy Private Trust Co., Brown Advisory Inc, Foundry Financial Group, Inc., Wealth Enhancement Advisory Services, 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.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 118 291 | 16,01 | 2 686 | 15,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146 973 | 1,68 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 246 | 0,74 | 369 | 0,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 168 576 | 11,92 | 3 828 | 11,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 37 262 | 74,33 | 846 | 74,07 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12 837 | 5,59 | 292 | 5,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19 764 | 79,07 | 449 | 78,88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 28 555 | 648 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139 894 | 5,77 | 3 203 | 6,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65 917 | 17,19 | 1 497 | 16,97 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 118 476 | 8,34 | 2 691 | 8,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73 757 | 56,22 | 1 675 | 56,10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47 862 | 14,68 | 1 087 | 14,44 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 14 350 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 288 | 302 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22 085 | 502 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148 285 | 7,80 | 3 368 | 7,64 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15 420 | 0,74 | 350 | 0,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 785 | 0,74 | 222 | 0,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 158 | 27,53 | 253 | 27,14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 526 | 25,56 | 284 | 25,66 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12 084 | 160,77 | 274 | 160,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 482 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 187 892 | 28,67 | 4 267 | 28,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 234 965 | 13,15 | 5 336 | 13,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25 791 | 46,32 | 586 | 46,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 350 | 2,64 | 394 | 2,60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 119 651 | 37,90 | 2 717 | 37,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69 334 | 19,06 | 1 575 | 18,88 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22 830 | 9,63 | 518 | 9,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 26 155 | 20,31 | 594 | 20,04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 38 190 | 8,21 | 867 | 8,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 65 794 | 26,96 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 134 189 | 47,45 | 3 047 | 47,27 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 21 251 | 3,38 | 483 | 3,21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10 642 | 0,73 | 242 | 0,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 062 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154 598 | 5,96 | 3 511 | 5,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 125 | 0,76 | 48 | 2,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 461 | 91,70 | 169 | 92,05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 778 | 6,87 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65 779 | 9,19 | 1 494 | 9,06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 216 812 | 2,55 | 4 924 | 2,41 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9 528 | 216 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 610 608 | 90,38 | 13 867 | 90,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215 478 | 0,97 | 4 894 | 0,82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 280 | 13,60 | 778 | 13,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 968 | 2,99 | 1 725 | 2,86 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9 310 | 0,61 | 211 | 0,48 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48 095 | 2,35 | 1 092 | 2,25 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 286 752 | 60,96 | 6 512 | 60,75 |
