Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF inkluderar Wedbush Securities Inc, Gts Securities Llc, Citadel Advisors Llc, Concentric Capital Strategies, LP, Cetera Investment Advisers, Bramshill Investments, LLC, Krilogy Financial LLC, Envestnet Asset Management Inc, Snowden Capital Advisors LLC, Cambridge Investment Research Advisors, Inc., Garden State Investment Advisory Services LLC, Griffin Asset Management, Inc., Stifel Financial Corp, MADDEN SECURITIES Corp, Brown Advisory Inc, HighTower Advisors, LLC, First Heartland Consultants, Inc., Commonwealth Equity Services, Llc, Kestra Advisory Services, LLC, och Marino, Stram & Associates 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 777 | 21 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 500 | 0 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 7 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 9 627 | 261 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 394 | 11 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 76 | 2 | ||||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 156 715 | 4 249 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 850 | 50 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19 927 | 540 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 963 | 406 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1 000 | 27 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 350 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 288 | 8 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 700 | 155 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21 714 | 589 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 232 391 | 6 300 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 184 | 5 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9 189 | 249 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 33 586 | 911 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 578 | 69 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 307 | 35 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22 078 | 1 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 18 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 50 | 1 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 332 717 | 9 | ||||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 19 835 | 538 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 38 | 1 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 565 | 15 | ||||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 21 224 | 575 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 660 | 885 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 179 923 | 4 878 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 016 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 17 670 | 479 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78 093 | 2 117 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 147 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13 127 | 356 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24 885 | 675 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 41 000 | 1 112 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 100 | 3 |
