Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Harbor ETF Trust - Harbor Long-Term Growers ETF inkluderar WCG Wealth Advisors LLC, Congress Wealth Management LLC / DE /, SpringVest Wealth Management LLC, Keystone Financial Group, Marquette Associates, Inc., Jones Financial Companies Lllp, och Creative Financial Designs Inc /adv .
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 | Marquette Associates, Inc. | 7 292 | 212 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 60 622 | 30,39 | 1 766 | 54,96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 118 900 | 3 463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 67 670 | 0,21 | 1 971 | 19,11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 382 | 11 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 68 447 | 44,37 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 396 | 4,23 | 711 | 23,91 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 373 210 | 0,72 | 10 871 | 19,74 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 570 | 12,83 | 366 | 34,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 390 122 | 32,18 | 101 356 | 61,31 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 465 760 | 3,29 | 13 565 | 22,79 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27 096 | 789 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74 876 | 17,95 | 2 181 | 40,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55 147 | 481,11 | 1 606 | 592,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185 402 | 6,51 | 5 400 | 26,62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 59 418 | 1,08 | 1 731 | 20,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 843 | 321,50 | 25 | 380,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41 062 | 161,77 | 1 196 | 211,20 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6 890 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 550 | 16 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 2 205 542 | 0,57 | 64 236 | 19,56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 74 375 | 5,26 | 2 166 | 23,70 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 106 154 | 9,27 | 3 092 | 29,87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108 678 | 42,18 | 3 165 | 69,07 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 18 628 | 16,21 | 543 | 38,27 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11 393 | 332 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 385 | 181,66 | 273 | 237,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 009 | 0,24 | 408 | 19,30 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 54 045 | 9,04 | 1 574 | 29,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48 132 | 138,90 | 1 402 | 184,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31 290 | 89,52 | 911 | 125,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 432 620 | 3,89 | 12 600 | 23,51 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 18 125 | 528 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26 627 | 776 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54 782 | 41,07 | 1 596 | 67,72 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 154 799 | 8,21 | 4 542 | 44,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17 685 | 6,66 | 515 | 26,85 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 402 | 0,49 | 216 | 7,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 68 330 | 4,61 | 1 990 | 24,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 166 325 | 26,48 | 150 469 | 50,35 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 260 258 | 125,35 | 7 580 | 167,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33 996 | 5,46 | 990 | 25,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 198 247 | 32,63 | 35 | 54,55 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14 988 | 437 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 23 292 | 20,33 | 678 | 43,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 071 365 | 3,62 | 31 204 | 23,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 279 | 16,07 | 96 | 37,68 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 69 180 | 89,64 | 2 015 | 125,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 175 656 | 7,91 | 5 116 | 28,26 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24 116 | 71,16 | 702 | 103,48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 400 111 | 16,70 | 12 | 37,50 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 39 797 | 21,22 | 1 159 | 44,15 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45 810 | 1,55 | 1 334 | 20,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 99 424 | 9 609,38 | 2 896 | 11 480,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 565 697 | 16,37 | 16 476 | 38,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 780 | 6,66 | 460 | 26,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138 471 | 2,48 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 630 | 222 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52 100 | 1 517 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 580 | 221 |
