Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund eröffnet haben, gehören Summit Wealth Group Llc / Co, Financial Consulate, Inc, und Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 19.865 | 27,68 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 5.124 | 71,77 | 409 | 69,29 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 72.178 | 2,20 | 5.761 | 0,77 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 91.409 | 9,62 | 7.296 | 8,09 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5.750 | 3,36 | 459 | 1,78 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 11.528 | 0,42 | 920 | -0,97 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 16.018 | 0,23 | 1.279 | -1,16 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 5.917 | 0,08 | 472 | -1,26 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 23.663 | 1,50 | 1.889 | 0,11 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19.118 | 0,89 | 1.526 | -0,59 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3.779 | 0,27 | 302 | -1,31 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 13.496 | 0,55 | 1.077 | -0,83 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 3.443 | 0,64 | 279 | 1,83 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 16.066 | 8,57 | 1.282 | 7,01 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 82.082 | 22,49 | 6.552 | 20,76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 16.819 | 0,05 | 1.315 | -3,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.840 | 32,92 | 307 | 31,33 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 4.067 | 325 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 34 | 3 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2.060 | 164 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.319 | 15,61 | 584 | 14,06 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3.415.707 | 1,63 | 272.642 | 0,20 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13.710 | 417,55 | 1.094 | 411,21 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 11.612 | 46,34 | 927 | 44,24 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 90.953 | 28,31 | 7.260 | 26,51 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 180.843 | 2,98 | 14.435 | 1,53 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 | 0 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 18.047 | 7,49 | 1.441 | 5,96 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 21.230 | 6,84 | 1.719 | 171.700,00 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 12.633 | 0,88 | 1.008 | -0,49 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 109 | 2,83 | 9 | 0,00 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 3.229 | 2,12 | 258 | 0,78 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 24.513 | 0,16 | 1.957 | -1,26 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 11.603 | 0,79 | 926 | -0,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.045 | 3,50 | 247 | 4,68 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.044 | 15,68 | 163 | 13,99 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 7.013 | 11,19 | 560 | 9,61 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3.660 | 31,70 | 292 | 30,36 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.669 | 28,69 | 1.091 | 27,01 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9.058 | 56,77 | 709 | 51,61 |
