Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund inkluderar Wealthedge Investment Advisors, Llc, Advyzon Investment Management, LLC, Able Wealth Management LLC, COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Integrity Alliance, Llc., Comprehensive Money Management Services LLC, RoundAngle Advisors LLC, Good Steward Wealth Advisors,LLC, Evolution Wealth Management Inc., J.Safra Asset Management Corp, Principal Securities, Inc., Allworth Financial LP, och First Horizon Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 1 247 | 26 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 898 | 0 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 32 183 | 570 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 217 | 4 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 050 | 19 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 25 229 | 24,74 | 446 | 15,58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 233 750 | 38,72 | 4 137 | 17,83 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18 405 | 326 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 14 405 | 255 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36 090 | 26,29 | 639 | 8,32 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 13 510 | 239 | ||||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 151 160 | 13,05 | 2 676 | −3,98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 29 129 | 516 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 26 764 | 474 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 282 | 5,00 | 377 | −10,90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 944 789 | 321 352,73 | 34 423 | 286 750,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 407 613 | 1 898,40 | 7 215 | 1 597,41 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 13 409 | 237 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 839 | 1 | ||||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 123 129 | 2 179 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 41 538 | 4,08 | 735 | −11,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 404 628 | 2,16 | 7 162 | −13,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39 543 | 700 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 95 623 | 130,26 | 1 693 | 95,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 34 481 | 610 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 402 571 | 0,84 | 42 526 | −14,36 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 79 024 | 239,45 | 1 399 | 188,25 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 10 380 | 184 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 349 475 | 2,80 | 6 186 | −12,69 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 102 342 | 174,42 | 1 836 | 138,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43 954 | 9,20 | 778 | −7,28 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 11 895 | 211 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19 030 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 15 125 | 268 | ||||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 82 106 | 94,91 | 1 711 | 119,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56 030 | 39,82 | 992 | 18,80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 882 | 122 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 57 884 | 1 025 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 816 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 100 | 2 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 85 680 | 48,41 | 1 517 | 26,02 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 2 738 | 48 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9 153 | 162 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 22 500 | 399 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 127 559 | 2,30 | 2 258 | −13,13 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 68 189 | 266,04 | 1 207 | 210,82 |
