Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Tidal Trust III - Vistashares Target 15 Berkshire Select Income ETF inkluderar Second Half Financial Partners, LLC, Beaumont Financial Advisors, LLC, Gladstone Institutional Advisory LLC, Camarda Financial Advisors, LLC, Rps Advisory Solutions Llc, Goldman Sachs Group Inc, Elevatus Welath Management, Susquehanna International Group, Llp, Aft, Forsyth & Sober, LLC, Journey Strategic Wealth Llc, Integrated Wealth Concepts LLC, Onyx Bridge Wealth Group LLC, Snowden Capital Advisors LLC, Lionshead Wealth Management, LLC, GWM Advisors LLC, Kestra Private Wealth Services, Llc, Mariner, LLC, Balboa Wealth Partners, Pnc Financial Services Group, Inc., och Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 53 | 1 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 28 500 | 550 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 22 963 | 443 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 950 | 76 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 759 155 | 14 652 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 519 | 10 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 276 | 121 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53 155 | 310,97 | 1 026 | 301,96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 0 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 300 | 25 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 110 802 | 2 138 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 65 542 | 1 265 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 2 704 | 52 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 225 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 680 | 32 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 625 | 109 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 577 | 359 | ||||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 3 101 | 60 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 176 | 563 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 50 | 0 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 6 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 61 225 | 1 182 | ||||||
| 2025-08-14 | 13F | Elevatus Welath Management | 33 763 | 652 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 103 | 2 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 3 000 | 0 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 864 071 | 16 677 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 42 233 | 815 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 816 | 498 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13 959 | 269 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 610 | 50 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 13 947 | 269 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 300 | 6 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 13 339 | 257 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 600 | 12 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 19 200 | 371 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 26 800 | 517 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 20 555 | 397 |
