Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity Enhanced High Yield ETF eröffnet haben, gehören Wealth Enhancement Advisory Services, Llc, Townsend Financial Planning, LLC, Evergreen Wealth Solutions, LLC, Nalls Sherbakoff Group, Llc, und Western Wealth Management, 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.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 206 | 1,48 | 10 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 11.815 | 13,16 | 573 | 11,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 47.149 | 2.299 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 12.991 | 631 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 58.309 | 2.830 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 70 | 3 | ||||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 4.995 | 1,65 | 242 | 0,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 36.557 | 0,14 | 1.774 | -1,44 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 21.011 | 2,22 | 1.020 | 0,59 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 45.522 | 9,46 | 2.222 | 8,29 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 37.507 | 2,91 | 1.804 | 0,28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 65.149 | 2,17 | 3.162 | 0,54 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.850 | 1,65 | 90 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.759 | 2,51 | 522 | 0,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 97.878 | 5,57 | 4.751 | 3,87 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 96.455 | 23,67 | 4.682 | 21,68 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 70.077 | 3.402 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.370 | 503 | ||||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 31.874 | 10,18 | 1.556 | 8,36 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 734 | 0,27 | 36 | 0,00 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 510 | 25 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 116.532 | 7,49 | 5.656 | 5,76 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5.332 | 259 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 17.821 | 7,46 | 1 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 15.470 | 0,04 | 751 | -1,57 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 44.156 | 2.143 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 112 | 1,82 | 5 | 0,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 186 | 1,64 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 15.532 | 38,30 | 754 | 35,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 450.000 | 21.843 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 710 | 1,57 | 34 | 0,00 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 6.013 | 2,19 | 292 | 0,34 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.639 | 4,43 | 274 | 2,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.021 | 798,22 | 98 | 790,91 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 111.008 | 0,53 | 5.388 | -1,07 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 54.451 | 2,54 | 2.643 | 0,92 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 12.428 | 8,33 | 603 | 6,73 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.882 | 645,50 | 284 | 647,37 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 255 | 12 | ||||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 8.785 | 0,56 | 426 | -0,93 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 60.058 | 21,14 | 2.915 | 19,18 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26.465 | 382,50 | 1.285 | 375,56 |
