Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF eröffnet haben, gehören Rockefeller Capital Management L.P., Envestnet Asset Management Inc, Oak Harvest Investment Services, Prevail Innovative Wealth Advisors, Llc, Maridea Wealth Management LLC, Prospera Financial Services Inc, Embree Financial Group, Disciplined Investors, L.L.C., Creative Financial Designs Inc /adv, First Citizens Financial Corp, Financial Management Network Inc, und IFP Advisors, Inc .
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.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 333.994 | 11,21 | 8.562 | 9,98 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 213.603 | 11,56 | 5.476 | 10,34 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 13.126 | 336 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 46.266 | 1.186 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 149.244 | 369,10 | 3.826 | 364,20 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 390.427 | 14,51 | 10.009 | 13,25 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 18.372 | 3.192,47 | 471 | 3.257,14 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 145.789 | 2,51 | 3.737 | 1,38 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 139.998 | 21,90 | 3.589 | 20,56 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 58.077 | 1.489 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 27.257 | 12,87 | 699 | 11,68 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 13.350 | 342 | ||||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 47.977 | 13,47 | 1.230 | 12,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 50.871 | 91,68 | 1 | |||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 54.131 | 25,35 | 1.388 | 23,95 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 372.550 | 6,39 | 9.550 | 5,22 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 | 0 | ||||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 1.286.258 | 3,59 | 33.641 | 3,53 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 17.445 | 447 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 27.947 | 18,69 | 716 | 17,38 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 331.589 | 8.500 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 252.919 | 6.484 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11.803 | 303 | ||||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 19.218 | 13,73 | 501 | 14,42 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 11.425 | 293 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 10.794 | 281 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 21.805 | 9,82 | 559 | 8,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 88.850 | 13,14 | 2.278 | 11,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 50.916 | 50,83 | 1.305 | 49,31 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 352.469 | 291,65 | 9.067 | 284,52 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 261.203 | 6.696 |
