Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X Dow 30 Covered Call ETF inkluderar Cambridge Investment Research Advisors, Inc., Tactive Advisors, LLC, Bank Of Montreal /can/, CIBC Private Wealth Group, LLC, och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | XML Financial, LLC | 276 170 | 0,72 | 5 987 | −1,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 115 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 828 | 30,74 | 298 | 27,47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 7 682 | 1,90 | 166 | 0,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 14 179 | 131,72 | 305 | 125,93 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 57 601 | 121,25 | 1 249 | 117,42 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41 491 | 26,15 | 900 | 24,00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 520 | 2,16 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 881 | 0,88 | 323 | −0,92 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 71 773 | 175,69 | 1 556 | 171,08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 930 | 85 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 517 | 1 803,40 | 206 | 1 772,73 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 40 381 | 72,72 | 875 | 69,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 569 186 | 12 340 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 822 | 61 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 13 479 | 0,33 | 292 | −1,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 145 | 155 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 350 | 8 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12 510 | 0,64 | 271 | −1,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 072 | 13,56 | 23 | 15,00 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 13 844 | 300 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 446 | 10,12 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65 046 | 10,13 | 1 410 | 8,21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15 679 | 66,85 | 340 | 63,77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 480 | 4,35 | 10 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 162 | 0,62 | 4 | 0,00 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 Covered Call & Growth ETF | 215 | 975,00 | 5 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 844 | 0,77 | 4 051 | −1,03 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 53 721 | 94,99 | 1 165 | 91,45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 156 | 27,78 | 264 | 25,84 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 020 | 4,79 | 65 | 3,17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11 682 | 1,35 | 253 | −0,39 |
