Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iPath Bloomberg Commodity Index Total Return ETN - Structured Product inkluderar Cassaday & Co Wealth Management LLC, Proficio Capital Partners LLC, Patten Group, Inc., Lyell Wealth Management, Lp, Matrix Trust Co, och Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Matrix Trust Co | 4 219 | 0 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 102 164 | 2,48 | 71 432 | −1,38 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 100 575 | 3 418 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 440 | 11,42 | 423 | 7,11 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 15 480 | 1,53 | 526 | −2,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 296 | 78 | ||||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 19 | |||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 77 785 | 1,08 | 2 720 | 5,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 860 | 2,17 | 437 | −1,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35 314 | 0,12 | 1 200 | −3,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 132 | 548 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66 900 | 604,21 | 2 273 | 578,51 | |||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9 168 | 3,22 | 312 | −0,64 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 7 072 | 11,18 | 240 | 7,14 | ||||
| 2025-07-08 | 13F | Cultivar Capital, Inc. | 139 255 | 7,39 | 4 732 | 3,34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 196 598 | 3,55 | 6 680 | −0,36 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 473 935 | 0,69 | 16 104 | −3,10 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 18 589 | 632 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 172 342 | 4,75 | 5 856 | 0,81 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5 265 | 0,27 | 179 | −3,78 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 6 350 | 216 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 108 550 | 101,02 | 3 689 | 93,49 | ||||
| 2025-08-08 | 13F | Croban | 40 273 | 4,72 | 1 368 | 0,81 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6 050 | 32,36 | 206 | 27,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 129 601 | 19,40 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 57 | 2 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 34 125 | 0,11 | 1 160 | −3,66 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27 495 | 0,79 | 934 | −3,01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 36 819 | 1 251 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19 506 | 14,57 | 663 | 10,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 119 289 | 4 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146 | 5 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1 301 137 | 44 213 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 26 164 | 168,10 | 889 | 158,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 8 716 | 20,37 | 296 | 27,59 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 76 800 | 2,13 | 2 610 | −1,73 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 344 | 16,85 | 351 | 12,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 117 | −5,69 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 49 081 | 7,36 | 1 668 | 3,28 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8 298 | 1,05 | 282 | −2,77 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 113 095 | 3 843 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 268 | 126,57 | 77 | 120,00 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 40 273 | 558,06 | 1 368 | 533,33 |
