Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Elevation Series Trust - TrueShares S&P Autocallable Defensive Income ETF eröffnet haben, gehören AE Wealth Management LLC, Authentikos Wealth Advisory, LLC, B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, Elevated Capital Advisors, LLC, Great Lakes Retirement, Inc., FSR Wealth Management Ltd., Integrated Wealth Management, Morgan Stanley, SMART Wealth LLC, LifeWealth Investments, LLC, POM Investment Strategies, LLC, Centennial Advisors, LLC, Aegis Wealth Management, Inc., Evolution Wealth Management Inc., Outlook Wealth Advisors, LLC, Lloyd Advisory Services, LLC., Kingdom Financial Group LLC., Family Wealth Group, LLC, und Csenge Advisory Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Networth Advisors, LLC | 10.553 | 232 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 278 | 6 | ||||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 19.610 | 430 | ||||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 42.830 | 940 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 13.817 | 303 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 6.530 | 143 | ||||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 183.582 | 4.030 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 12.716 | 279 | ||||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 57.020 | 1.252 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 25.565 | 561 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 30.941 | 679 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 29.465 | 647 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 152 | 3 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 700 | 15 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 22.101 | 485 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 970.604 | 21.305 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 12.716 | 279 | ||||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 33.728 | 740 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 25.264 | 555 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 17.678 | 388 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 60.124 | 1.320 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 47.662 | 1.046 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 29.664 | 651 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 11.717 | 257 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.715 | 107 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11.900 | 261 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 12.051 | 265 |
