Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Investment Managers Series Trust II - Astoria Real Assets ETF inkluderar First National Advisers, LLC, Pursuit Wealth Management LLC, Ashton Thomas Private Wealth, LLC, Fifth Third Bancorp, Sound Income Strategies, LLC, Assetmark, Inc, och Root Financial Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 104 549 | 55,69 | 1 987 | 61,46 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 196 472 | 4,30 | 4 086 | 15,16 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 236 350 | 4 916 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 73 213 | 20,43 | 1 523 | 34,45 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 185 | 90,72 | 0 | |||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 57 454 | 1 070 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 27 762 | 1,44 | 577 | 13,36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 48 735 | 1 014 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 30 346 | 128,39 | 631 | 155,47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 161 999 | 66,15 | 3 369 | 85,52 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 857 | 18 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 709 | 15 | ||||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 69 199 | 34,70 | 1 411 | 47,49 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 486 | 94 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 64 142 | 4,46 | 1 334 | 16,71 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 74 826 | 21,23 | 1 556 | 35,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 101 | 210 | ||||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 172 301 | 14,83 | 3 584 | 28,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 39 721 | 0,59 | 826 | 12,38 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 26 687 | 555 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 16 284 | 341 | ||||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 17 907 | 0,29 | 372 | 12,05 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 19 179 | 419 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 19 076 | 11,65 | 397 | 24,53 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 1 302 376 | 5,85 | 28 439 | 7,81 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 817 844 | 1,91 | 17 010 | 13,80 | ||||
| 2026-01-29 | 13F | Comerica Bank | 10 071 | 0,26 | 188 | 1,63 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 77 446 | 5,48 | 1 611 | 17,78 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 78 146 | 15,51 | 1 625 | 15,99 |
