Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF inkluderer Claro Advisors LLC, Quantinno Capital Management LP, Concurrent Investment Advisors, LLC, Seven Springs Wealth Group, LLC, Financial Management Professionals, Inc., og Global Retirement Partners, 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 | Susquehanna International Group, Llp | 6 949 | 142,97 | 611 | 153,53 | ||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2 277 | 200 | ||||||
2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 553 927 | 38,30 | 43 206 | 41,18 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 7 967 | 0,35 | 701 | 4,48 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 508 | 9,56 | 294 | 16,67 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 930 | 212,08 | 78 | 239,13 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 4 265 | 18,90 | 375 | 24,17 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75,00 | 1 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 018 | 6,87 | 1 673 | 11,32 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 35 895 | 29,96 | 3 135 | 35,48 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 352 | 0,15 | 119 | 4,42 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2 130 | 571,92 | 187 | 619,23 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24 148 | 6,84 | 2 026 | 13,88 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 060 | 11,84 | 257 | 19,07 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 743 | 329 | ||||||
2025-08-05 | 13F | Claro Advisors LLC | 4 652 | 409 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 956 | 65,68 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 143 | 0,14 | 188 | 4,44 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 711 | 150 | ||||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 48 398 | 14,42 | 4 061 | 21,95 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 437 | 0,23 | 38 | 5,56 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 288 239 | 2,10 | 25 354 | 6,36 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 3 361 | 296 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 66 342 | 4,23 | 5 835 | 8,56 | ||||
2025-06-26 | NP | URINX - Target Retirement Income Fund | 106 772 | 27,41 | 8 158 | 24,82 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 339 | 294 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 86 218 | 3,66 | 7 584 | 7,97 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 566 | 0,04 | 3 | 0,00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 66 718 | 15,50 | 5 869 | 20,32 | ||||
2025-08-08 | 13F | Creative Planning | 8 977 | 0,74 | 790 | 4,92 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 60 | 5 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 091 | 0,29 | 272 | 4,23 |