Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF inkluderar Wealth Enhancement Advisory Services, Llc, International Assets Investment Management, Llc, Capital Investment Advisors, LLC, BLVD Private Wealth, LLC, Atticus Wealth Management, Llc, Mount Yale Investment Advisors, LLC, JNBA Financial Advisors, GW&K Investment Management, LLC, MTM Investment Management, LLC, SRS Capital Advisors, Inc., Global Retirement Partners, LLC, och Ameritas Advisory Services, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 19 270 | 568 | ||||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 9 049 | 0,82 | 267 | 8,13 | ||||
2025-08-14 | 13F | Fmr Llc | 6 155 | 28,42 | 181 | 38,17 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 189 792 | 20,68 | 5 593 | 29,23 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 71 040 | 82,27 | 2 094 | 95,24 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 90 369 | 9,65 | 2 663 | 17,42 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 081 457 | 4,79 | 61 341 | 12,21 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 439 022 | 0,53 | 12 938 | 7,66 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 835 | 25 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 29 703 | 0,87 | 875 | 8,02 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 178 497 | 5 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117 479 | 72,92 | 3 462 | 85,23 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 48 | 1 | ||||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 14 575 | 430 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 173 | 5 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 21 384 | 4,84 | 630 | 12,30 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 1 500 | 44 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 533 | 16 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 764 012 | 0,29 | 81 455 | 7,39 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 3 428 | 101 | ||||||
2025-04-22 | 13F | Veridan Wealth LLC | 180 255 | 3,32 | 4 961 | 5,53 | ||||
2025-08-11 | 13F | Advisor Resource Council | 7 050 | 208 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 253 | 1,38 | 1 569 | 8,58 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 135 062 | 1 012,81 | 3 980 | 1 091,62 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 80 752 | 38,42 | 2 380 | 48,22 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 789 | 0,32 | 347 | 7,43 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 850 319 | 2,26 | 113 469 | 9,51 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 132 319 | 23,63 | 33 369 | 32,39 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 8 718 | 2,12 | 257 | 9,40 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 58 | 2 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 1 340 | 0 | ||||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 8 143 | 240 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 175 485 | 48,08 | 5 | 66,67 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 222 496 | 3,28 | 6 557 | 10,59 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 44 946 | 456,26 | 1 325 | 496,40 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 52 014 | 20,88 | 1 533 | 29,39 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 261 527 | 1,74 | 7 707 | 8,96 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 19 358 | 570 | ||||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 332 001 | 0,32 | 10 | 0,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 187 523 | 1,73 | 5 526 | 8,95 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 225 840 | 36,27 | 6 655 | 45,94 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 715 | 16,26 | 21 | 31,25 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 198 657 | 5 888 | ||||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 710 338 | 0,87 | 20 934 | 8,02 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 652 233 | 1,79 | 48 691 | 9,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 481 277 | 30,09 | 14 183 | 39,01 |