Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i EntrepreneurShares Series Trust - ERShares Entrepreneurs ETF inkluderar Two Sigma Investments, Lp, AE Wealth Management LLC, Citadel Advisors Llc, Whalen Wealth Management Inc., Apollon Wealth Management, LLC, Carter Financial Group, INC., Kingsview Wealth Management, LLC, Pensionmark Financial Group, Llc, Warren Averett Asset Management, LLC, Cambridge Investment Research Advisors, Inc., Symphony Financial, Ltd. Co., Beck Capital Management, Llc, Alpine Bank Wealth Management, Simplex Trading, Llc, Lindbrook Capital, Llc, Atlantic Union Bankshares Corp, Sandy Spring Bank, BlackRock, Inc., Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 4 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 264 | 5 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17 780 | 339 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 118 | 6,31 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32 600 | 622 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 28 877 | 87,55 | 551 | 124,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 75 497 | 62,81 | 1 441 | 94,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 | 8 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 40 885 | 4,92 | 780 | 25,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 125 | 537 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 268 | 24 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6 115 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 135 000 | 2 577 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 26 048 | 497 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 083 | 0,10 | 40 | 18,18 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 534 | 29 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 216 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13 747 | 7,84 | 262 | 29,06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 534 | 24 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 835 | 379 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 11 080 | 212 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 624 | 71,00 | 375 | 104,37 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 50 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29 693 | 13,33 | 567 | 35,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 170 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 888 | 5,77 | 36 | 28,57 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 000 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 575 | 1,50 | 49 | 22,50 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 240 828 | 1,58 | 4 597 | 21,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 358 | 38,26 | 466 | 65,84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 235 | 310 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 29 936 | 571 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 434 | 337,57 | 1 001 | 423,56 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 921 | 705 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 12 218 | 233 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 469 | 524 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 141 070 | 516,51 | 2 693 | 639,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 175 764 | 13,01 | 3 355 | 35,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 10 000 | 191 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 340 | 74,27 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31 077 | 20,49 | 593 | 44,28 |
