Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in FlexShares Trust - FlexShares US Quality Large Cap Index Fund eröffnet haben, gehören Fiduciary Planning LLC, Kingsview Wealth Management, LLC, Advantage Trust Co, Pensionmark Financial Group, Llc, WealthPlan Investment Management, LLC, Baer Investment Advisory LLC, Independent Financial Group, Llc, Holistic Planning, LLC, TRB Wealth Management, LLC, TD Waterhouse Canada Inc., Golden State Equity Partners, und AE 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Advantage Trust Co | 37.953 | 2.966 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 7.563 | 1 | ||||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 3.379 | 1,44 | 264 | -1,86 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 109.561 | 67,42 | 8.563 | 61,57 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3.884 | 7,17 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 32.261 | 1,13 | 2.522 | -2,40 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 349.405 | 82,98 | 27.310 | 76,59 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 9.572 | 28,45 | 748 | 24,05 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.419 | 3,50 | 111 | -0,90 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 42.537 | 726,28 | 3.325 | 699,04 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.279 | 603,78 | 334 | 581,63 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.786 | 131,00 | 1.078 | 122,98 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 442 | 0,23 | 38 | 5,56 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 12.521 | 10,63 | 979 | 6,77 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 14.722 | 1.151 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.270 | 33,53 | 179 | 29,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 843.949 | 38,51 | 65.963 | 33,67 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 14.124 | 1.104 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 7.393 | 578 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 56.744 | 11,80 | 4.435 | 7,91 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 100.187 | 20,51 | 7.831 | 16,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 129.698 | 15,99 | 10.137 | 11,94 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 6.141 | 480 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.825.263 | 7,47 | 533.463 | 3,72 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3.534 | 3,58 | 276 | 0,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 4.749 | 143,66 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 98.457 | 40,93 | 7.695 | 36,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.756 | 8,60 | 137 | 5,38 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 13.952 | 1.222 | ||||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 105.141 | 8.218 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 5.482 | 428 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 12.521 | 979 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.120 | 6,74 | 322 | 3,21 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 4.411 | 9,32 | 345 | 5,52 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 100 | 8 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4.280 | 11,52 | 334 | 7,74 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.327 | 1,77 | 260 | -1,52 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 93 | 7 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.966 | 136,38 | 623 | 128,68 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 3.327 | 1,77 | 260 | -1,52 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 11.107 | 0,46 | 868 | -3,02 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 88 | 7 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.609 | 829 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 93.465 | 7.305 |
