Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF inkluderar Gts Securities Llc, Glassman Wealth Services, Evolution Wealth Management Inc., Mount Yale Investment Advisors, LLC, och Trust Co Of Toledo Na /oh/ .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Allworth Financial LP | 1 746 | 1 095,89 | 35 | 1 600,00 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 260 | 5 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 415 | 42,93 | 28 | 86,67 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 736 | 5,29 | 15 | 27,27 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 17 316 | 345 | ||||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 580 | 104,23 | 12 | 175,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 52 579 | 5,83 | 1 047 | 33,89 | ||||
2025-08-14 | 13F | UBS Group AG | 69 598 | 102,67 | 1 386 | 156,67 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 590 | 0,17 | 12 | 22,22 | ||||
2025-08-11 | 13F | Citigroup Inc | 29 118 | 24,71 | 580 | 58,04 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 592 | 22,55 | 52 | 54,55 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 6 408 | 148,18 | 128 | 217,50 | ||||
2025-08-15 | 13F | Morgan Stanley | 747 941 | 2,02 | 14 899 | 29,12 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 24 | 0 | ||||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 223 | 0,16 | 24 | 26,32 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 299 315 | 106,99 | 5 962 | 161,95 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 087 | 42 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 829 | 3,89 | 793 | 31,51 | ||||
2025-08-14 | 13F | Comerica Bank | 2 984 | 63,87 | 59 | 110,71 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 46 150 | 95,27 | 919 | 147,04 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 13 880 | 8,97 | 276 | 38,00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 311 | 6 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 17 700 | 353 | |||||
2025-08-08 | 13F | Glassman Wealth Services | 572 | 11 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 73 535 | 28,20 | 1 465 | 62,31 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 758 | 2,85 | 15 | 36,36 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 11 600 | 231 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 96 | 2 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 34 623 | 37,13 | 749 | 88,41 | ||||
2025-07-10 | 13F | Moller Financial Services | 37 709 | 13,44 | 751 | 43,59 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43 126 | 859 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 180 | 4 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Allianz Se | 264 068 | 20,54 | 5 260 | 52,55 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 464 | 0,22 | 9 | 28,57 | ||||
2025-08-08 | 13F | Gts Securities Llc | 44 093 | 878 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 261 750 | 10,17 | 5 214 | 39,45 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 10 638 | 3,18 | 212 | 30,25 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 368 | 0,27 | 7 | 40,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 27 824 | 7,83 | 554 | 36,45 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 4 400 | 88 |