Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July inkluderar Straight Path Wealth Management, Merit Financial Group, LLC, Schneider Downs Wealth Management Advisors, LP, Truist Financial Corp, Benjamin Edwards Inc, IHT Wealth Management, LLC, och PFS Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29 226 | 0,23 | 930 | 9,42 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 517 | 208 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 982 | 10,71 | 31 | 24,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 850 | 15,63 | 921 | 26,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 146 987 | 6,34 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 85 328 | 62,87 | 2 725 | 78,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 204 | 44,37 | 134 | 59,52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 486 | 910 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 659 | 27,03 | 979 | 39,46 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 23 233 | 8,08 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30 387 | 8,35 | 971 | 18,87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 924 | 253 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17 181 | 29,22 | 549 | 37,69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 130 | 9,52 | 292 | 20,25 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 23 096 | 70,09 | 738 | 86,58 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 15 436 | 493 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 969 | 160,44 | 95 | 184,85 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54 216 | 0,08 | 1 732 | 9,77 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 | 1 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 47 936 | 54,67 | 1 531 | 69,73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 744 | 343 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8 934 | 285 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 9 437 | 31,45 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 33 247 | 1 062 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1 726 | 55 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 187 222 | 11,94 | 5 980 | 22,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16 050 | 493,57 | 513 | 556,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 36 112 | 72,87 | 1 153 | 89,64 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4 530 | 169,64 | 145 | 213,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231 100 | 31,80 | 7 381 | 44,58 |
