Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Strategic Trust - Running Oak Efficient Growth ETF inkluderar Boulay Financial Advisors, LLC, Sykon Capital Llc, Integrated Wealth Concepts LLC, Mount Yale Investment Advisors, LLC, Soundwatch Capital LLC, och EverSource Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 514 | 14,30 | 423 | 19,15 | ||||
| 2025-08-14 | 13F | UBS Group AG | 59 666 | 11,75 | 2 019 | 16,58 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 000 | 10,00 | 372 | 14,81 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 11 438 | 387 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 245 615 | 4,31 | 8 311 | 8,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 50 862 | 15,03 | 1 721 | 20,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 800 425 | 52,40 | 27 085 | 59,02 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 122 123 | 7,60 | 4 130 | 12,20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 88 617 | 12,82 | 2 999 | 17,71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 247 530 | 7,21 | 42 214 | 11,86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 099 | 308 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 5 610 | 218 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8 326 | 282 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 64 098 | 1,42 | 2 179 | 9,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 85 564 | 0,16 | 2 895 | 4,51 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 3 377 504 | 114 289 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 234 559 | 1,92 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30 724 | 37,27 | 1 040 | 43,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37 708 | 1 276 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 267 943 | 3,25 | 9 067 | 7,74 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205 175 | 16,41 | 6 943 | 21,47 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 139 127 | 7,59 | 4 708 | 12,26 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 77 040 | 2 607 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 6 352 | 2,77 | 215 | 7,50 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 114 132 | 5,66 | 3 862 | 10,22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 60 880 | 233,37 | 2 060 | 247,97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 442 237 | 3,17 | 14 965 | 7,65 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 122 547 | 6,55 | 4 147 | 11,18 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 200 088 | 187,85 | 6 771 | 200,35 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 245 585 | 4,47 | 8 310 | 9,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45 758 | 228,30 | 1 548 | 242,48 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 26 332 | 6,39 | 891 | 11,10 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 266 | 13,06 | 314 | 18,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 232 | 685 |
