Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF eröffnet haben, gehören PFG Advisors, Point72 Asset Management, L.P., R.P. Boggs & Co., CVS HEALTH Corp, Griffin Asset Management, Inc., Oppenheimer & Co Inc, Smith, Moore & Co., Private Trust Co Na, Capital Advisor Network LLC, Ball & Co Wealth Management Inc., Geneos Wealth Management Inc., Highline Wealth Partners Llc, Tucker Asset Management Llc, Game Plan Financial Advisors, LLC, POM Investment Strategies, LLC, Merkkuri Wealth Advisors LLC, Essential Partners LLC, und Atlantic Edge Private 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.507 | 654,94 | 205 | 632,14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 955 | 44 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 176 | 8 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 289 | 13 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.750 | 75,00 | 81 | 70,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 75 | 3 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 3.653 | 1,28 | 169 | -2,33 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 21.631 | 34,94 | 1.000 | 30,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 446 | 21 | ||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 99.551 | 6,88 | 4.602 | 3,09 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 20.873 | 965 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.848 | 0,69 | 409 | -2,85 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 43 | 2 | ||||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.182 | 1,05 | 286 | -2,73 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 600 | 28 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 14.500 | 670 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18.172 | 1 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5.413 | 250 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 12.551 | 604 | ||||||
| 2026-04-21 | 13F | Drum Hill Capital, LLC | 143.638 | 25,95 | 6.640 | 21,48 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 20.445 | 121,63 | 945 | 113,80 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 300 | 14 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 144 | 7 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 27.015 | 1.249 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11.485 | 531 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2.002 | 66.633,33 | 93 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109.539 | 998,03 | 5.064 | 959,21 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2.528 | 117 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 127 | 6 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 100.000 | 1.484,79 | 4.623 | 1.430,79 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24.520 | 1.134 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 117.701 | 5.429 | ||||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 22.434 | 1.021 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 32.600 | 1.507 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 10.221 | 205,20 | 473 | 195,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.682 | 75,03 | 78 | 67,39 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 316 | 15 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 31.894 | 1.474 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 4.568 | 335,88 | 211 | 322,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.026 | 140 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 241.598 | 11.169 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 24.451 | 5,67 | 1.130 | 1,89 | ||||
| 2026-05-05 | 13F | PFG Advisors | 190.575 | 8.810 | ||||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 16 | 1 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 5.005 | 231 | ||||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 6.667 | 308 | ||||||
| 2026-05-01 | 13F | Ball & Co Wealth Management Inc. | 2.118 | 0 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 17 | 750,00 | 1 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 193.913 | 189,76 | 9.294 | 309.700,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 159.005 | 227,67 | 7.351 | 216,13 |
