Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETF Series Solutions - Defiance Connective Technologies ETF inkluderar Milestones Private Investment Advisors LLC, Retirement Planning Group, Llc / Ny, Palumbo Wealth Management LLC, Elevate Wealth Advisory, Inc, Gould Asset Management Llc /ca/, SRS Capital Advisors, Inc., Cypress Capital Management LLC (WY), Howe & Rusling Inc, DHJJ Financial Advisors, Ltd., Atlantic Union Bankshares Corp, och AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 14 417 | 0,04 | 761 | 24,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 650 | 0,21 | 404 | 24,38 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 10 | 1 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 600 | 32 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 242 | 383 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4 026 | 212 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 3 800 | 200 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10 498 | 0,21 | 554 | 24,27 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 5 792 | 306 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3 852 | 203 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 386 | 0,12 | 179 | 24,48 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 4 338 | 229 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 13 443 | 6,24 | 709 | 32,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 583 | 7,18 | 84 | 33,87 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 427 | 0,23 | 23 | 22,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 689 | 1,54 | 511 | 26,17 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 3 875 | 204 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 12 014 | 90,09 | 634 | 136,19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 466 | 0,12 | 130 | 25,00 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 9 410 | 0,06 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 4 592 | 242 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 117 | 20,53 | 164 | 50,46 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 70 360 | 4,28 | 3 712 | 29,47 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 200 | 11 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 820 | 3 141,38 | 149 | 4 833,33 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 054 | 15,70 | 214 | 43,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 229 | 12 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 773 | 41 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8 852 | 2,91 | 467 | 27,95 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 163 | 0,06 | 272 | 24,20 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 890 | 47 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 8 968 | 0,11 | 473 | 24,47 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 421 | 233 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 999 | 0,08 | 211 | 24,26 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5 228 | 0,10 | 276 | 24,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 340 | 29,01 | 704 | 60,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24 697 | 10,16 | 1 303 | 36,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 718 | 0,06 | 91 | 25,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 010 | 270 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 882 | 0,13 | 205 | 10,87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 112 | 217 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 906 | 3,49 | 1 683 | 28,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 281 075 | 8,28 | 14 829 | 34,42 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 69 515 | 48,73 | 3 668 | 84,64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 508 | 0,20 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 658 | 65,74 | 35 | 88,89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108 214 | 13,18 | 5 709 | 40,51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 528 | 239 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 560 | 8,24 | 821 | 34,43 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 4 000 | 211 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 103 697 | 0,87 | 5 471 | 25,22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 64 | 3 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11 406 | 0,12 | 602 | 24,17 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 4 619 | 244 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 872 | 12,09 | 415 | 39,26 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7 277 | 11,80 | 384 | 38,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 148 | 2,98 | 430 | 27,68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33 | 6,45 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 500 | 26 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 784 | 253 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 308 | 4,96 | 280 | 30,84 |
