Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i T. Rowe Price Capital Appreciation Premium Income ETF inkluderar Pinnacle Wealth Management, LLC, Stifel Financial Corp, Stratos Wealth Advisors, LLC, Yarger Wealth Strategies, Llc, Lowe Wealth Advisors, LLC, NCM Capital Management, LLC, Essex Financial Services, Inc., Lighthouse Wealth Management Inc., Annis Gardner Whiting Capital Advisors, LLC, 4J Wealth Management LLC, Steward Partners Investment Advisory, Llc, Cambridge Investment Research Advisors, Inc., Concurrent Investment Advisors, LLC, Capital Investment Advisory Services, LLC, Bogart Wealth, LLC, Harbour Investments, Inc., och Fmr 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 137 | 201 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 25 843 | 639 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 600 | 15 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 119 225 | 2 945 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 13 302 | 329 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 90 214 | 2 228 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 37 644 | 930 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 665 | 288 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 301 | 106 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 101 103 | 7,42 | 2 498 | 9,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 665 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 41 854 | 1 034 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25 191 | 622 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 25 057 | 619 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 613 | 15 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 35 553 | 878 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 21 541 | 532 |
