Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Series Portfolios Trust - Eldridge AAA CLO ETF inkluderar Ball & Co Wealth Management Inc., SRS Capital Advisors, Inc., Tower Research Capital LLC (TRC), Elequin Capital Lp, National Asset Management, Inc., J.w. Cole Advisors, Inc., Silverleafe Capital Partners, LLC, HighTower Advisors, LLC, Koshinski Asset Management, Inc., Inspire Advisors, LLC, Keudell/Morrison Wealth Management, Prostatis Group LLC, GWM Advisors LLC, Comerica Bank, Steward Partners Investment Advisory, Llc, Cedar Wealth Management, LLC, och Mount Yale Investment Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59 060 | 52,99 | 1 512 | 53,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8 977 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12 091 | 1,25 | 310 | 1,64 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 19 678 | 504 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 306 | 0,33 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 91 199 | 2 335 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 063 | 488 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 487 | 38 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29 200 | 748 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 215 | 6 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 000 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 000 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 136 635 | 3 498 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 112 | 336 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 7 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 392 | 10 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 259 690 | 7 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 15 261 | 39,37 | 391 | 39,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 361 | 1 024,79 | 35 | 1 033,33 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 154 134 | 1,26 | 3 932 | 1,45 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 10 464 | 268 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 781 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23 650 | 605 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34 600 | 1 520,61 | 885 | 1 538,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 521 | 372 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 68 889 | 46,76 | 1 764 | 47,28 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 70 479 | 171,68 | 1 804 | 172,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 555 | 0,36 | 14 | 0,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 46 933 | 49,69 | 1 201 | 50,31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 33 836 | 122,21 | 866 | 123,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 071 | 667 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 187 480 | 136,58 | 4 799 | 137,46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126 860 | 3 248 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 12 262 | 314 |
