Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Trust for Professional Managers - Convergence Long/Short Equity ETF inkluderar Wealth Enhancement Advisory Services, Llc, Global Retirement Partners, LLC, Fifth Third Securities, Inc., Liberty Square Wealth Partners Llc, Rps Advisory Solutions Llc, Apollon Wealth Management, LLC, Bank of New York Mellon Corp, COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Nova Wealth Management, Inc., och New Millennium Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Good Life Advisors, LLC | 219 735 | 10,50 | 5 135 | 19,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 34 571 | 21,77 | 808 | 31,65 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 5 000 | 117 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 629 395 | 2,38 | 14 709 | 10,72 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 22 057 | 515 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33 520 | 48,19 | 783 | 60,45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 154 411 | 3 609 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 118 987 | 148,54 | 2 781 | 168,86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70 058 | 2 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 553 | 13 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80 839 | 90,58 | 1 889 | 106,22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 69 495 | 1 624 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 115 927 | 2 709 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 144 978 | 27,84 | 3 388 | 38,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193 283 | 4 556 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 9 665 | 2,44 | 226 | 10,84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40 965 | 42,15 | 957 | 62,48 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 14 777 | 345 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 717 | 204 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 179 636 | 3,46 | 4 181 | 13,55 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 59 093 | 84,03 | 1 381 | 99,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 922 | 209 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19 323 | 94,06 | 0 |
