Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ALPS ETF Trust - ALPS Equal Sector Weight ETF inkluderar HB Wealth Management, LLC, National Bank Of Canada /fi/, Ronald Blue Trust, Inc., Assetmark, Inc, och St Germain D J Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 4 715 | 143,67 | 207 | −15,23 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 19 876 | 78,92 | 871 | −37,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39 151 | 237,31 | 1 717 | 17,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 483 | 284 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 703 | 64,87 | 952 | −42,64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 471 | 200,00 | 21 | 5,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 763 | 183,56 | 560 | −1,24 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27 985 | 171,44 | 1 227 | −5,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 160 322 | 181,35 | 7 029 | −2,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 965 | 1 350,65 | 393 | 410,39 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 029 | 177,64 | 396 | −3,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 742 042 | 231,57 | 32 536 | 15,41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 397 308 | 135,63 | 17 426 | −17,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91 954 | 731,56 | 4 032 | 189,58 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 4 800 | 200,00 | 210 | 4,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 718 | 428,43 | 599 | 84,88 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 200 | 200,00 | 53 | 4,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 32 450 | 201,86 | 1 423 | 5,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 424 257 | 239,80 | 62 448 | 18,27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 814 | 200,00 | 255 | 4,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 133 | 202,27 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6 592 | 201,28 | 289 | 5,09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 54 669 | 160,69 | 2 397 | −9,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 280 662 | 325,88 | 12 306 | 48,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47 400 | 76,90 | 2 078 | −38,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 525 | 200,00 | 286 | 4,76 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 24 | |||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 213 | 1 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 509 | 200,00 | 329 | 4,44 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 389 | 13 511,15 | 1 552 | 4 746,88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 28 152 | 200,00 | 1 234 | 4,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 238 109 | 198,09 | 10 440 | 3,76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 582 | 69 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29 227 | 201,71 | 1 282 | 5,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 900 | 200,00 | 39 | 5,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 400 | 18 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 487 | 236,99 | 109 | 18,48 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 785 | 200,00 | 210 | 4,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 66 026 | 392,62 | 3 | 100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 867 | 38 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 773 | 200,00 | 78 | 4,05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 973 | 207,52 | 1 139 | 7,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 289 | 389,83 | 13 | 71,43 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 156 | 200,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 922 171 | 205,85 | 40 434 | 6,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 746 | 164 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 308 | 160,56 | 57 | −8,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48 005 | 281,23 | 2 105 | 32,66 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 800 | 200,00 | 79 | 4,00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 20 574 | 201,14 | 902 | 4,88 |
