Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Valued Advisers Trust - Regan Floating Rate MBS ETF eröffnet haben, gehören Creative Financial Designs Inc /adv, Stifel Financial Corp, Trust Co Of Toledo Na /oh/, Commerce Advisors, LLC, MAI Capital Management, OneAscent Financial Services LLC, Krilogy Financial LLC, Waterfront Wealth Inc., Dynasty Wealth Management, Llc, Farther Finance Advisors, LLC, Tucker Asset Management Llc, BlackRock, Inc., Security National Bank, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Q3 Asset Management | 19.381 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 92.877 | 29,87 | 93 | -94,98 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 201.829 | 4,23 | 5.149 | 3,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 9.525 | 14,04 | 243 | 13,08 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 16.254 | 80,74 | 415 | 80,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 26.536 | 22,36 | 677 | 21,58 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 79.857 | 3,93 | 2.037 | 3,14 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 100 | 3 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 10.200 | 260 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 15.218 | 5,28 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 143 | 4 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 214 | 0,94 | 5 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.245 | 32 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 14.471 | 369 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13.074 | 3,82 | 334 | 3,42 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 167.488 | 89,10 | 4.273 | 88,11 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 19.668 | 5,60 | 502 | 5,03 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 94.812 | 291,14 | 2.419 | 289,37 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 306.652 | 0,39 | 7.823 | -0,14 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 112.102 | 29,42 | 2.860 | 28,73 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 57.500 | 1.467 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 33 | 1 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 23.612 | 602 | ||||||
| 2026-04-16 | 13F | Security National Bank | 78 | 2 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 116.384 | 5,96 | 2.984 | 5,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8.142 | 208 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 17.645 | 450 | ||||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 119.573 | 0,61 | 3.050 | 0,10 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 349.594 | 8.918 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 74.026 | 8,00 | 1.888 | 7,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 15.521 | 396 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2.457 | 63 | ||||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 42.021 | 7,03 | 1.072 | 6,46 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 22.401 | 42,31 | 1 | |||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 204.614 | 1,68 | 5.220 | 1,14 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 11.000 | 282 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 179.090 | 73,43 | 4.569 | 72,51 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 8.000 | 204 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 249.169 | 199,84 | 6.356 | 198,26 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 46.093 | 1.176 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 34.084 | 9,01 | 869 | 8,49 |
