Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Zacks Trust - Zacks Small/Mid Cap ETF inkluderer GeoWealth Management, LLC, Carter Financial Group, INC., Advyzon Investment Management, LLC, Koshinski Asset Management, Inc., B.O.S.S. Retirement Advisors, LLC, Us Bancorp \de\, og Ameritas Advisory Services, 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.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | M1 Capital Management LLC | 36 152 | 83,42 | 1 225 | 105,54 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 41 315 | 19,87 | 1 411 | 34,51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 290 | 213 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 130 279 | 14,82 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 24 011 | 144,76 | 814 | 174,66 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 507 | 7,71 | 119 | 20,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 696 | 566 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6 082 | 206 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 853 | 29 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 98 800 | 21,26 | 3 414 | 38,46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 183 926 | 2,89 | 6 233 | 15,26 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 52 702 | 388,84 | 1 786 | 447,85 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 27 563 | 21,40 | 934 | 36,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 372 | 12,05 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 55 414 | 13,20 | 1 878 | 26,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 852 | 13,04 | 1 622 | 26,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 431 | 15 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 148 899 | 4,88 | 5 | 25,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 16 382 | 555 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12 144 | 19,18 | 412 | 33,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 372 755 | 13,77 | 12 633 | 27,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699 141 | 9,36 | 23 694 | 22,50 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 468 | 8,33 | 16 | 15,38 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 23 282 | 7,90 | 801 | 20,81 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 673 056 | 10,35 | 22 810 | 23,61 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16 201 | 549 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 826 | 401 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
