Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Strategy Shares - Eventide US Market ETF inkluderer Legacy Wealth Asset Management, LLC, Geneos Wealth Management Inc., Kestra Advisory Services, LLC, SageOak Financial, LLC, Susquehanna International Group, Llp, First Heartland Consultants, Inc., Strategic Blueprint, LLC, OneAscent Wealth Management LLC, Citadel Advisors Llc, Atria Investments Llc, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, GeoWealth Management, LLC, og Jpmorgan Chase & Co .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 221 970 | 5 769 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30 918 | 289,89 | 804 | 329,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 859 | 1 790 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53 179 | 1 382 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96 322 | 2 503 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 37 297 | 969 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 57 230 | 1 487 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24 965 | 1 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 224 | 6 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1 392 152 | 5,92 | 36 184 | 16,61 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 13 016 | 33,05 | 338 | 46,96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 43 255 | 3,45 | 1 124 | 13,88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 28 269 | 19,22 | 735 | 31,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 873 | 142,24 | 1 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 473 532 | 637,95 | 12 308 | 712,34 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 201 | 10,95 | 369 | 22,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 994 | 936 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 427 | 37 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22 758 | 128,77 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 34 627 | 900 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 493 521 | 2 499,81 | 13 036 | 2 809,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45 223 | 3 333,79 | 1 175 | 3 690,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 222 365 | 274,18 | 5 780 | 311,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 979 | 0,94 | 369 | 13,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 348 | 555 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 103 | 211 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 | 0 |
