Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X FinTech ETF inkluderar JCSD Capital, LLC, JCSD Capital, LLC, Sei Investments Co, Ballast, Inc., Twin Peaks Wealth Advisors, LLC, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., Harwood Advisory Group, LLC, och Atlantic Union Bankshares Corp .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | LPL Financial LLC | 248 296 | 6,20 | 8 497 | 31,86 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 244 | 1,12 | 1 | 0,00 | ||||
2025-08-14 | 13F | Sei Investments Co | 6 666 | 228 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 439 | 7,25 | 460 | 33,33 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 18 261 | 89,55 | 625 | 135,47 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 282 | 1,65 | 78 | 27,87 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 6 189 | 212 | ||||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 52 567 | 7,22 | 1 799 | 33,09 | ||||
2025-07-29 | 13F | Ballast, Inc. | 6 098 | 209 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 81 | 3 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 950 | 1,39 | 33 | 28,00 | ||||
2025-08-08 | 13F | Creative Planning | 11 662 | 52,19 | 399 | 89,10 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 91 | 3 | ||||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 136 365 | 12,01 | 4 666 | 39,08 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1 000 | 34 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 85 218 | 12,52 | 2 916 | 39,72 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 14 787 | 17,46 | 506 | 46,24 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 15 219 | 1,08 | 521 | 25,60 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 9 377 | 3,08 | 321 | 28,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 228 | 15,00 | 110 | 42,86 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 300 | 216 | ||||||
2025-08-14 | 13F | Stamos Capital Partners, L.p. | 39 692 | 9,47 | 1 358 | 35,94 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 151 959 | 2,25 | 5 195 | 26,86 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 300 | 0 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8 616 | 0 | ||||||
2025-08-05 | 13F | Huntington National Bank | 54 | |||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 40 612 | 0,53 | 1 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 32 713 | 0,04 | 1 119 | 24,20 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 7 000 | 240 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 6 098 | 209 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 13 507 | 462 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 585 | 14,93 | 20 | 42,86 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 134 280 | 2,43 | 4 595 | 27,21 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 98 635 | 0,31 | 3 376 | 24,63 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 835 | 29 | ||||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 392 | 13 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1 000 | 34 | ||||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 433 | 15 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 68 706 | 15,08 | 2 351 | 42,92 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 9 432 | 5,00 | 323 | 30,36 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 593 | 119 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 980 | 34 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 9 620 | 731,46 | 329 | 961,29 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 81 | 1,25 | 2 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 66 314 | 11,69 | 2 269 | 38,69 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 17 592 | 20,14 | 593 | 46,42 | ||||
2025-08-06 | 13F | JCSD Capital, LLC | Put | 33 000 | 1 129 | |||||
2025-08-06 | 13F | JCSD Capital, LLC | Call | 10 000 | 342 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 16 420 | 0,88 | 562 | 25,22 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 47 934 | 410,42 | 1 640 | 535,66 |