Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF inkluderar WJ Wealth Management, LLC, Centurion Wealth Management LLC, Prospera Financial Services Inc, O'shaughnessy Asset Management, Llc, Mma Asset Management Llc, SS&H Financial Advisors, Inc., Schaper Benz & Wise Investment Counsel Inc/wi, Vise Technologies, Inc., Blair William & Co/il, Ground Swell Capital, LLC, Wetherby Asset Management Inc, Sowell Financial Services LLC, NewEdge Wealth, LLC, Strategic Wealth Partners, Ltd., Total Investment Management Inc, Bessemer Group Inc, och Asset Dedication, LLC .
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 | Steward Partners Investment Advisory, Llc | 2 105 | 14,09 | 291 | 21,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 441 | 51,98 | 614 | 62,17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 050 | 2,50 | 283 | 9,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193 244 | 0,90 | 27 043 | 9,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 927 | 6,17 | 266 | 13,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 76 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 528 | 211 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 100 | 14 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 500 | 207 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 809 | 4,50 | 941 | 11,51 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1 420 | 203 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2 705 | 13,61 | 374 | 21,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27 529 | 74,97 | 3 803 | 86,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 916 | 2,78 | 1 232 | 9,62 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 1 930 | 267 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1 284 | 2 417,65 | 177 | 2 850,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 172 843 | 17,93 | 23 878 | 25,84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 132 | 9,25 | 847 | 16,67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 818 | 106,01 | 1 080 | 119,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 415 | 26,38 | 4 | 50,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 215 | 7,50 | 30 | 16,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 4 090 | 1 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18 229 | 1,52 | 2 517 | 8,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 6,90 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 388 | 21,37 | 1 159 | 29,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 566 | 216 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5 211 | 6,43 | 720 | 13,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2 807 | 16,72 | 388 | 24,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 33 743 | 1,07 | 4 662 | 7,84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 164 | 97,38 | 437 | 111,11 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 50 288 | 6 947 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 1 736 | 240 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 502 315 | 66,31 | 69 395 | 77,46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12 187 | 472,43 | 1 673 | 508,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 190 | 88,76 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 29 225 | 4 037 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 382 | 0,53 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 517 | 19,59 | 486 | 27,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 078 | 425 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 131 | 23,16 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 246 | 100,00 | 34 | 120,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1 786 | 247 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 784 | 246 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 547 | 14,01 | 1 309 | 22,11 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 133 | 295 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 42 974 | 1,74 | 5 937 | 8,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 580 | 1 876 | ||||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 2 000 | 276 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 335 786 | 2,94 | 46 389 | 9,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18 179 | 3,55 | 2 511 | 10,52 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 1 712 | 237 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 151 650 | 1,95 | 20 950 | 8,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 389 | 0,53 | 468 | 7,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 211 | 29 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6 737 | 308,80 | 931 | 336,62 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2 039 | 282 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29 031 | 0,13 | 4 011 | 6,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14 066 | 64,23 | 1 943 | 75,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 633 | 4 848,48 | 226 | 7 400,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65 706 | 0,38 | 9 077 | 7,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 409 | 176,35 | 57 | 194,74 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 100 | 14 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 138 061 | 77,40 | 19 073 | 89,31 | ||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 2 378 | 18,84 | 329 | 26,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 780 | 108 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 243 250 | 7,56 | 33 605 | 14,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 | 6 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 956 | 2,62 | 270 | 9,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81 433 | 3,97 | 11 | 10,00 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 26 013 | 18,19 | 3 594 | 26,11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 609 | 222 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25 816 | 4,42 | 3 567 | 11,43 |
