Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Conservative Equity ETF inkluderar Tribridge Partners Financial LLC, Citadel Advisors Llc, Susquehanna International Group, Llp, Regatta Capital Group, Llc, Meridian Wealth Management, LLC, Bulwark Capital Corp, Hartmann Taylor Wealth Management, LLC, Apollon Wealth Management, LLC, HighTower Advisors, LLC, Wiley Bros.-aintree Capital, Llc, M.e. Allison & Co., Inc., Integrated Wealth Concepts LLC, Triune Financial Partners, LLC, Orion Portfolio Solutions, LLC, Daymark Wealth Partners, Llc, Northwestern Mutual Wealth Management Co, Sittner & Nelson, Llc, Global Retirement Partners, LLC, Jpmorgan Chase & Co, och Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4 000 | 114 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 829 | 1 110,05 | 224 | 1 211,76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 414 | 26,62 | 709 | 35,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 14 442 | 30,18 | 413 | 37,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 932 | 112 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 638 | 47 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 353 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68 350 | 1 955 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 567 200 | 65,60 | 16 222 | 74,66 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 504 | 0,40 | 14 | 7,69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 38 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 160 995 | 57,30 | 4 605 | 65,91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 135 789 | 59,51 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 98 170 | 2 808 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 58 246 | 4,68 | 1 686 | 23,97 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 49 826 | 70,25 | 1 425 | 79,70 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10 899 | 401,10 | 312 | 436,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 43 629 | 31,08 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 204 172 | 31,52 | 5 839 | 38,73 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 639 | 207 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 74 | 2 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 59 494 | 1 702 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 14 225 | 11,65 | 407 | 17,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 389 010 | 66,79 | 11 | 83,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 500 | 14 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 36 026 | 5,77 | 1 030 | 14,96 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 12 546 | 29,58 | 359 | 36,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 841 | 4,45 | 453 | 10,22 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2 451 547 | 37,83 | 70 114 | 45,38 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 141 692 | 102,89 | 4 102 | 138,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41 700 | 114,23 | 1 193 | 126,19 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 55 947 | 1 600 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 447 | 99 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 258 | 436 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 255 | 322 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 510 | 253,21 | 158 | 273,81 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 216 995 | 68,48 | 6 206 | 77,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 543 225 | 16 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 167 388 | 157,00 | 4 777 | 171,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 110 197 | 7,02 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 30 200 | 864 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 377 | 116,88 | 68 | 131,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 255 585 | 7,31 | 7 338 | 13,21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 132 905 | 39,08 | 3 801 | 46,70 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 017 | 201 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 15 867 | 34,32 | 454 | 41,56 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 363 | 268 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39 927 | 275,85 | 1 142 | 296,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 213 | 6 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 11 245 | 31,11 | 322 | 38,36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 14 811 | 3,45 | 424 | 14,63 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 17 875 | 54,96 | 511 | 63,78 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 9 028 | 258 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 48 080 | 14,84 | 1 375 | 21,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 160 234 | 18,23 | 4 583 | 24,71 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 104 744 | 26,05 | 2 996 | 32,93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 082 | 174 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 16 299 | 32,62 | 466 | 39,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 62 417 | 255,31 | 1 785 | 275,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 360 833 | 251,79 | 38 920 | 271,05 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18 117 | 36,09 | 518 | 43,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 397 337 | 67,04 | 39 964 | 76,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 880 | 368 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 128 035 | 9,60 | 3 662 | 15,60 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 65 278 | 1 867 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 10 420 | 298 |
