Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF inkluderer D.a. Davidson & Co., Two Sigma Investments, Lp, Equitable Holdings, Inc., Atria Wealth Solutions, Inc., og Concurrent Investment 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 312 392 | 45 108,68 | 13 464 | 51 684,62 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7 050 | 304 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 64 659 | 23,33 | 2 787 | 36,90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 436 886 | 0,78 | 18 830 | 11,89 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46 804 | 11,39 | 2 017 | 23,67 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 326 014 | 2,58 | 14 051 | 13,89 | ||||
2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 210 979 | 7,65 | 8 175 | −0,44 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 90 638 | 4,57 | 3 907 | 16,11 | ||||
2025-05-14 | 13F | Huntington National Bank | 16 | |||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 67 114 | 0,94 | 2 895 | 12,04 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 436 | 21,71 | 665 | 35,16 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 20 004 | 78,61 | 862 | 98,62 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 300 567 | 11,87 | 12 954 | 24,20 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 34 277 | 0,63 | 1 477 | 11,72 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 973 | 344 | ||||||
2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 102 587 | 24,22 | 4 211 | 23,71 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 52 078 | 11,78 | 2 245 | 24,12 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 14 998 | 6,92 | 646 | 18,75 | ||||
2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 1 272 654 | 2,41 | 49 315 | −5,29 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 98 423 | 4 242 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 12 641 | 545 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 47 000 | 2 026 | ||||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19 064 | 1,02 | 822 | 12,16 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 217 591 | 60,47 | 9 378 | 78,19 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 283 | 1,32 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 800 | 207 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 64 710 | 18,69 | 2 789 | 31,76 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 882 830 | 0,33 | 38 050 | 11,39 | ||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 5 952 | 4,04 | 257 | 15,32 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 85 203 | 245,79 | 3 706 | 287,66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 24 494 | 0,96 | 1 056 | 12,11 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 15 890 | 146,74 | 685 | 173,60 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 12 198 | 25,03 | 526 | 38,89 | ||||
2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1 704 689 | 1,79 | 66 057 | −5,86 | ||||
2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 537 787 | 5,91 | 22 076 | 5,48 | ||||
2025-08-12 | 13F | LPL Financial LLC | 692 569 | 15,51 | 29 850 | 28,24 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 092 532 | 16,52 | 47 088 | 29,37 |