Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Harbor ETF Trust - Harbor International Compounders ETF inkluderar Vestmark Advisory Solutions, Inc., Jpmorgan Chase & Co, Proactive Wealth Strategies LLC, Captrust Financial Advisors, Private Advisor Group, LLC, Global Retirement Partners, LLC, Wells Fargo & Company/mn, Mount Yale Investment Advisors, LLC, och Royal Bank Of Canada .
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 | Archford Capital Strategies, LLC | 256 882 | 23,67 | 7 519 | 36,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 594 | 2,05 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58 503 | 39,18 | 1 712 | 53,54 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 44 125 | 1,79 | 1 292 | 12,26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 61 104 | 225,91 | 1 789 | 259,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 569 | 55,59 | 397 | 71,86 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 51 537 | 102,31 | 1 508 | 123,41 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 939 516 | 0,99 | 27 499 | 11,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21 407 | 627 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 76 654 | 2 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 102 008 | 4,14 | 2 986 | 14,85 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 91 | 3 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 14 943 | 0,37 | 437 | 10,63 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 416 917 | 15,92 | 70 743 | 27,87 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 179 906 | 4,28 | 5 266 | 13,42 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 682 | 12,11 | 576 | 23,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 618 837 | 14,21 | 18 113 | 25,99 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 25 706 | 1,75 | 760 | 16,74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 077 | 5,85 | 412 | 17,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 119 238 | 6,51 | 3 490 | 17,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 96 190 | 2 815 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 374 099 | 17 306,88 | 40 029 | 19 052,15 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 39 593 | 11,94 | 1 159 | 23,45 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 112 561 | 33,02 | 3 295 | 46,73 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2 361 492 | 9,78 | 69 121 | 21,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99 659 | 20,54 | 2 917 | 33,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42 878 | 1 255 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 9 982 | 12,16 | 292 | 23,73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31 964 | 248,69 | 936 | 284,77 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 509 372 | 90,56 | 44 179 | 110,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 635 | 77 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11 320 | 3,03 | 331 | 13,75 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 532 042 | 2,84 | 15 573 | 13,43 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53 884 | 37,80 | 1 430 | 41,49 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 371 137 | 14,27 | 10 863 | 26,06 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 547 610 | 7,51 | 16 029 | 18,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 302 | 126 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 125 042 | 3 660 |
