Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund eröffnet haben, gehören Creative Planning, Goldman Sachs Group Inc, WealthPlan Investment Management, LLC, Baer Investment Advisory LLC, VestGen Advisors, LLC, Seacrest Wealth Management, Llc, Hudson Portfolio Management LLC, Wealth Enhancement Advisory Services, Llc, Highline Wealth Partners Llc, und Ubs Asset Management Americas 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.897 | 370 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 337 | 0,30 | 33 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15.638 | 1.470 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 50.292 | 1,54 | 4.727 | 2,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.177 | 477,45 | 205 | 500,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 7.147 | 3,03 | 1 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4.062 | 0,07 | 382 | 1,33 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2.376 | 1,58 | 223 | 3,24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 43.825 | 4.119 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 420 | 39 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2.519 | 0,12 | 248 | 1,23 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.483 | 3,69 | 327 | 5,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.044 | 190 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.755 | 2,96 | 823 | 4,31 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 8.717 | 6,96 | 819 | 8,48 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 8.094 | 761 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 19.586 | 1,72 | 1.841 | 3,08 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.940 | 3,97 | 182 | 5,20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.932 | 0,03 | 276 | 1,48 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.471 | 0,85 | 1.229 | -0,81 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 22.352 | 30,93 | 2.101 | 32,66 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5.355 | 18,47 | 503 | 20,05 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 22.521 | 5,01 | 2.117 | 6,44 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 10.374 | 975 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 122.270 | 1,84 | 11.338 | 113.280,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.110 | 816 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 8.252 | 776 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4.359 | 410 | ||||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 4.067 | 382 | ||||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 151.536 | 9,98 | 14.243 | 11,47 | ||||
| 2026-04-06 | 13F | CX Institutional | 653 | 0,15 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.316 | 2,57 | 218 | 3,83 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 8.717 | 819 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 290 | 375,41 | 27 | 440,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 64.745 | 6.085 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.950 | 371 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 146 | 14 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 2.316 | 2,57 | 218 | 3,83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8.207 | 10,88 | 771 | 12,39 |
