Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Strategy Shares - Eventide High Dividend ETF eröffnet haben, gehören Discipline Wealth Solutions, LLC, Tulsa Wealth Advisors, INC, Schwallier Wealth Management LLC, Clarity Asset Management, Inc., und AdvisorNet Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 50.909 | 19,17 | 1.476 | 30,27 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 27.683 | 803 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 22.205 | 1,29 | 644 | 10,67 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 12.723 | 3,10 | 338 | 3,06 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 18.987 | 2,42 | 551 | 11,79 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 60.993 | 66,88 | 1.769 | 82,27 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 11.166 | 5,61 | 324 | 15,36 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 8.764 | 0,85 | 254 | 10,43 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10.297 | 20,67 | 299 | 31,86 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.088 | 2,15 | 90 | 11,25 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 275.970 | 11,44 | 8.003 | 21,77 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 440.015 | 6,14 | 12.760 | 15,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 20.483 | 36,70 | 594 | 49,62 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 5.446 | 158 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53.476 | 200,39 | 1.546 | 227,33 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 26.999 | 783 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 8.109 | 2,83 | 235 | 12,44 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 57.720 | 5,27 | 1.674 | 14,98 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 254.471 | 7.380 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.085 | 31 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 545.800 | 1,41 | 15.828 | 10,81 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 30.181 | 14,72 | 801 | 13,94 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 91.775 | 19,37 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15.156 | 6.215,00 | 440 | 7.216,67 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 13.799 | 18,09 | 400 | 29,03 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 74.014 | 6,97 | 2.146 | 16,88 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 8.122 | 236 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8.789 | 255 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 83.971 | 6,23 | 2.435 | 16,12 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 15.256 | 16,69 | 442 | 27,38 |
