Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I inkluderar
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Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum |
Källa |
Investerare |
|
Typ |
Genomsnittligt pris (beräknat) |
Aktier |
Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - VA Equity Allocation Portfolio Institutional Class
|
|
|
|
1 175 927 |
0,98 |
43 451 |
−6,88 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2060 Target Date Retirement Income Fund Institutional Class
|
|
|
|
856 124 |
4,83 |
31 634 |
−3,34 |
|
2025-07-29 |
NP |
FMVUX - Matson Money U.S. Equity VI Portfolio Institutional Class
|
|
|
|
218 148 |
125,29 |
6 876 |
80,85 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund Institutional Class
|
|
|
|
1 476 298 |
1,85 |
54 549 |
−6,08 |
|
2025-08-26 |
NP |
EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
|
|
|
366 269 |
146,76 |
13 409 |
119,50 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2035 Target Date Retirement Income Fund Institutional Class
|
|
|
|
910 324 |
0,03 |
33 637 |
−7,76 |
|
2025-08-26 |
NP |
EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
|
|
|
|
29 583 |
492,61 |
1 083 |
428,29 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2045 Target Date Retirement Income Fund Institutional Class
|
|
|
|
1 450 818 |
4,43 |
53 608 |
−3,71 |
|
2025-08-26 |
NP |
EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
|
|
|
|
179 070 |
259,07 |
6 556 |
219,44 |
|
2025-08-26 |
NP |
EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
|
|
|
|
349 004 |
237,15 |
12 777 |
199,93 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional 2065 Target Date Retirement Income Fund Institutional Class
|
|
|
|
295 668 |
12,67 |
10 925 |
3,89 |
|
2025-08-26 |
NP |
EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
|
|
|
|
5 306 |
214,71 |
194 |
181,16 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional Retirement Income Fund Institutional Class
|
|
|
|
113 468 |
30,80 |
4 193 |
20,60 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2055 Target Date Retirement Income Fund Institutional Class
|
|
|
|
1 045 025 |
4,41 |
38 614 |
−3,72 |
|
2025-08-12 |
13F |
Coston, McIsaac & Partners
|
|
|
|
2 755 |
0,22 |
0 |
|
|
2025-08-26 |
NP |
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
|
|
|
|
33 780 |
302,33 |
1 237 |
258,26 |
|