Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Guggenheim Active Allocation Fund inkluderar Golden State Equity Partners, Brinker Capital Investments, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, och Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255 921 | 2,00 | 4 003 | 5,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 199 | 845,27 | 81 | 912,50 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 3 056 | 48 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 60 389 | 27,09 | 944 | 31,84 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 394 198 | 1,28 | 6 165 | 5,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 746 | 11,89 | 340 | 16,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650 002 | 9,69 | 10 166 | 13,85 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 28 793 | 17,84 | 450 | 22,28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 23 590 | 110,02 | 369 | 120,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 208 | 0,06 | 1 505 | 3,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 90 955 | 3,22 | 1 423 | 7,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 501 | 13,64 | 508 | 17,87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 518 | 24 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 942 | 5,01 | 437 | 9,25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 770 869 | 17,12 | 12 056 | 20,96 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 167 183 | 3,06 | 2 615 | 6,96 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 39 724 | 621 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 58 755 | 26,57 | 919 | 31,33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 000 | 100,00 | 47 | 109,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65 580 | 7,92 | 1 026 | 12,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 000 | 47 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 835 | 147,11 | 1 186 | 156,71 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 142 | 0,45 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 920 711 | 49,70 | 14 400 | 55,36 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 200 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52 280 | 0,02 | 818 | 3,81 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 799 036 | 12,71 | 12 497 | 16,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 781 143 | 1,96 | 12 217 | 5,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28 645 | 18,87 | 448 | 23,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 581 005 | 4,42 | 40 367 | 8,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 064 | 4,00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 741 149 | 0,68 | 12 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 450 | 179 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 406 | 42,82 | 601 | 48,15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 645 | 2,35 | 339 | 6,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24 820 | 0,97 | 388 | 4,86 |
