Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Capital Group Equity ETF Trust I - Capital Group U.S. Large Value ETF eröffnet haben, gehören VVR Holdings LLC, CMC Financial Group, Mml Investors Services, Llc, Junk Investment Group, LLC, Barrett & Company, Inc., Rothschild Investment Llc, Ameritas Advisory Services, LLC, und Cwm, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 8.307 | 9,37 | 222 | 8,82 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 366.575 | 9.806 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 18.358 | 11,14 | 491 | 10,59 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 21.225 | 19,51 | 568 | 18,87 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.800 | 48 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.118 | 31,52 | 1 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 20.975 | 129,54 | 561 | 128,98 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 17.304 | 463 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 524 | 14 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 17.140 | 36,50 | 458 | 35,91 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 30.369 | 812 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6.223 | 166 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 89.132 | 108,90 | 2.384 | 107,85 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 813 | 22 | ||||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 3.000 | 80 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.940 | 48,79 | 79 | 47,17 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 430.123 | 101,50 | 11.506 | 100,37 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 7.965 | 213 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.510 | 46,36 | 67 | 45,65 | ||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 187.412 | 2,96 | 5.013 | 2,39 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 8 | 300,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 25.000 | 66,67 | 669 | 65,76 |
