Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Columbia ETF Trust I - Columbia U.S. ESG Equity Income ETF eröffnet haben, gehören Stratos Wealth Partners, LTD., Northwest Wealth Advisors, LLC, Western Wealth Management, LLC, und Harbour Investments, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Cetera Investment Advisers | 94.141 | 28,64 | 4.627 | 33,12 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 16.973 | 9,06 | 825 | 11,50 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 18.637 | 18,19 | 916 | 22,33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 198.805 | 15,85 | 9.771 | 19,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 666 | 33 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 21.558 | 3,91 | 1.060 | 7,51 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 405 | 20 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 610.169 | 1,27 | 29.989 | 4,83 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9.548 | 7,57 | 469 | 11,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 18.546 | 37,42 | 912 | 42,34 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.226 | 404 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 26.638 | 23,89 | 1.307 | 24,71 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 197 | 10 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 864 | 0,47 | 42 | 5,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 74.474 | 4,47 | 3.660 | 8,12 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 23.382 | 35,68 | 1.149 | 40,46 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 4.600 | 226 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 26.091 | 1,91 | 1.282 | 5,51 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 503 | 0,40 | 25 | 4,35 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 189.583 | 3,74 | 9.318 | 7,36 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.679 | 0,30 | 83 | 3,80 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 17.046 | 40,38 | 826 | 43,23 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 100.419 | 42,70 | 4.935 | 47,71 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 17.415 | 95,04 | 856 | 101,65 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 994 | 49 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 34.360 | 217,47 | 1.689 | 229,04 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 15.624 | 36,94 | 768 | 41,77 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.580 | 54,60 | 75 | 59,57 |
