Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X Variable Rate Preferred ETF inkluderar HROAX - FinTrust Income and Opportunity Fund Class A Shares, Ballast, Inc., Ameritas Advisory Services, LLC, IFP Advisors, Inc, Nbc Securities, Inc., Dunhill Financial, LLC, AlphaCore Capital LLC, Howe & Rusling Inc, Parallel Advisors, LLC, och Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 78 677 | 88,80 | 1 794 | 82,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 162 187 | 198,30 | 3 698 | 187,48 | ||||
| 2025-04-25 | NP | HROAX - FinTrust Income and Opportunity Fund Class A Shares | 15 000 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272 685 | 55,07 | 6 | 50,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12 819 | 292 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 80 686 | 59,59 | 1 840 | 53,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 220 468 | 1,12 | 5 027 | −2,56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 24 324 | 55,37 | 555 | 49,73 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15 944 | 367 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 828 | 1,35 | 19 | −5,26 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 346 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17 806 | 406 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 28 325 | 13,46 | 646 | 9,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 831 058 | 26,68 | 41 748 | 22,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 959 | 3,71 | 318 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 33 482 | 44,05 | 763 | 38,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27 152 | 11,58 | 619 | 7,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 299 | 5,92 | 1 831 | 2,06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 143 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 545 | 48,07 | 446 | 42,63 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 21 623 | 0,01 | 493 | −3,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 798 | 41 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 227 | 8,74 | 324 | 4,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257 112 | 6,95 | 5 862 | 3,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34 100 | 777 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193 788 | 34,58 | 4 418 | 29,71 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 135 | 0,43 | 140 | −3,47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 300 | 7 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 94 638 | 0,98 | 2 158 | −2,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 164 364 | 6,58 | 3 747 | 2,71 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 892 | 1,83 | 43 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 553 | 1,47 | 1 381 | −2,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32 764 | 1,70 | 747 | −1,97 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 477 | 0,96 | 239 | −2,86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | −7,14 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 295 | 7 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 294 | 7 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8 859 | 0,31 | 202 | −3,37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 191 816 | 14,95 | 4 373 | 10,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 283 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 234 | 5 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 227 653 | 0,05 | 5 190 | −3,59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 400 | 78 |
