Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Valued Advisers Trust - Regan Floating Rate MBS ETF inkluderar State of New Jersey Common Pension Fund D, EP Wealth Advisors, Inc., Atria Investments Llc, Endeavor Private Wealth, Inc., Truist Financial Corp, StoneX Group Inc., Crossmark Global Holdings, Inc., J.w. Cole Advisors, Inc., SILVER OAK SECURITIES, Inc, Concorde Financial Corp, och Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 094 | 207 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14 820 | 378 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 34 999 | 893 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 123 623 | 13,89 | 3 155 | 14,15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138 604 | 3 537 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10 273 | 10,15 | 262 | 10,55 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 604 | 16,52 | 2 261 | 16,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55 528 | 35,82 | 1 417 | 36,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 207 | 1,47 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 155 | 0 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 120 424 | 5,58 | 3 073 | 5,86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 259 915 | 1,23 | 6 633 | 1,48 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 873 603 | 1,71 | 22 294 | 1,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 200 000 | 5 104 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 640 | 399 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 433 | 241 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 | 6 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 367 | 31,41 | 724 | 31,69 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 705 | 132,58 | 95 | 135,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 584 | 51,87 | 576 | 52,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 618 | 23 535,71 | 169 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 37 359 | 41,33 | 953 | 41,82 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 430 | 13,94 | 36 | 16,13 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 155 615 | 0,05 | 3 971 | 0,20 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 084 | 257 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 501 | 13 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 35 649 | 910 | ||||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 19 014 | 3,35 | 485 | 3,63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11 450 | 3,62 | 292 | 3,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 85 643 | 2,37 | 2 177 | 2,06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 444 784 | 14,27 | 11 351 | 14,55 |
