Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF inkluderer Summit Wealth Group Llc / Co, Stark Wealth Management LLC, Concurrent Investment Advisors, LLC, Investmark Advisory Group LLC, LexAurum Advisors, LLC, Ascent Group, LLC, Us Bancorp \de\, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 522 | 0,19 | 22 | 22,22 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 6 357 | 66,24 | 268 | 95,62 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 180 350 | 1 715,66 | 7 604 | 2 023,74 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14 697 | 2,81 | 620 | 20,19 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5 282 | 223 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 44 347 | 3,16 | 1 764 | 20,92 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 77 890 | 186,27 | 3 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 086 | 4,87 | 636 | 22,78 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 14 157 | 2,65 | 597 | 19,92 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12 076 | 16,18 | 509 | 26,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 867 | 68,60 | 753 | 97,12 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 5 404 | 228 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 257 | 222 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 28 183 | 1,57 | 1 188 | 18,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 72 326 | 3,78 | 3 049 | 21,33 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19 814 | 16,45 | 835 | 36,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 71 875 | 4,58 | 3 032 | 22,36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24 398 | 0,01 | 1 029 | 16,95 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 152 392 | 6 425 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 26 804 | 1 130 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 630 | 280 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 28 886 | 182,34 | 1 218 | 230,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 86 | 4 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 704 | 46,97 | 30 | 70,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40 528 | 5,90 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 223 | 197,57 | 52 | 264,29 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 10 736 531 | 0,96 | 452 652 | 18,04 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 841 | 204 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43 268 | 1,80 | 1 824 | 19,06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 237 | 10 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 76 716 | 181,95 | 3 234 | 229,66 |
