Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF inkluderar Rps Advisory Solutions Llc, Stratos Wealth Advisors, LLC, Signal Advisors Wealth, LLC, Prime Capital Investment Advisors, LLC, Meridian Wealth Management, LLC, Avantax Advisory Services, Inc., Global Retirement Partners, LLC, Allworth Financial LP, Quaker Wealth Management, LLC, och Mid-American Wealth Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 950 | 312 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 252 | 0,80 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 655 | 1,45 | 1 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 389 | 20 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 139 | 84,40 | 479 | 98,34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 097 | 1,45 | 110 | 9,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119 679 | 62,49 | 6 269 | 74,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16 894 | 71,77 | 885 | 84,17 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 4 782 | 0,19 | 250 | 7,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64 225 | 0,54 | 3 364 | 7,89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 134 | 2,29 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 359 | 228 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7 490 | 6,39 | 392 | 14,29 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 71 636 | 2,56 | 3 752 | 10,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 899 | 1,58 | 47 | 9,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 22 291 | 0,57 | 1 168 | 7,86 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 65 761 | 0,00 | 3 445 | 7,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 050 | 212 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 511 | 551 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77 632 | 2,78 | 4 066 | 10,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14 810 | 776 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 543 | 11,79 | 559 | 21,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 506 | 0,04 | 236 | 7,76 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 515 | 2,02 | 80 | 9,72 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 22 832 | 1 196 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 954 | 14,53 | 50 | 22,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32 144 | 1 684 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6 161 | 82,17 | 323 | 95,15 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 082 | 214 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 998 | 1,00 | 681 | 8,28 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 22 118 | 1 159 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 544 | 343 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 544 | 15,06 | 971 | 23,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 47 994 | 3,00 | 2 514 | 10,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 606 | 32 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 500 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 8 | 700,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 883 | 256 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 892 | 2,32 | 256 | 9,87 |
