Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF inkluderar Wiley Bros.-aintree Capital, Llc, ENDW - Cambria Endowment Style ETF, GW&K Investment Management, LLC, och Team Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | First PREMIER Bank | 66 600 | 177,50 | 2 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 203 183 | 214,89 | 7 | 200,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 704 | 24 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 967 891 | 3,08 | 33 005 | 13,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 41 078 | 4,89 | 1 401 | 15,42 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 235 881 | 10,65 | 8 044 | 21,75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 415 | 15,88 | 82 | 28,13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 324 | 1,57 | 11 | 22,22 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 724 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8 759 | 8,38 | 299 | 19,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 114 | 267,74 | 4 | 200,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 964 | 2,64 | 135 | 23,85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 136 418 | 56,07 | 4 627 | 70,17 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 6 807 | 1,89 | 232 | 12,08 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49 818 | 1 699 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 21 769 | 1,70 | 742 | 8,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 648 | 39,08 | 159 | 53,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 92 743 | 0,50 | 3 163 | 10,60 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 307 769 | 3,48 | 10 495 | 13,85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 477 | 0,07 | 562 | 10,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 19 266 | 37,19 | 657 | 50,80 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 596 | 20 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 124 720 | 3,48 | 106 553 | 13,87 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 18 886 | 14,63 | 644 | 26,08 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 136 459 | 4 655 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 108 439 | 3,83 | 3 698 | 14,25 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 1 025 523 | 8,08 | 34 970 | 18,93 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 432 260 | 0,69 | 14 740 | 10,79 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 318 | 11 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3 159 | 6,90 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12 787 | 1,94 | 436 | 12,37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 992 | 238 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 616 | 0,62 | 89 | 11,25 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 267 402 | 2,92 | 9 118 | 13,25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 86 182 | 3,74 | 2 939 | 14,14 | ||||
| 2025-08-13 | 13F/A | Hartford Funds Management Co LLC | 3 196 439 | 0,03 | 108 999 | 10,07 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 502 | 1,77 | 529 | 11,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 754 | 18,51 | 230 | 30,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61 195 | 0,41 | 2 | 100,00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 4 491 | 151 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 18 823 | 28,34 | 640 | 40,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 26 973 | 56,51 | 920 | 72,28 |
