Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Zacks Trust - Zacks Earnings Consistent Portfolio ETF inkluderar Carter Financial Group, INC., Advyzon Investment Management, LLC, Two Sigma Investments, Lp, Private Client Services, Llc, Arista Wealth Management, LLC, och Ameritas Advisory Services, 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 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 176 238 | 0,60 | 5 624 | 6,68 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25 543 | 9,34 | 815 | 16,10 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 50 | 100,00 | 2 | |||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 88 774 | 62,21 | 2 833 | 72,05 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 121 738 | 15,66 | 3 901 | 23,45 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 18 232 | 27,92 | 549 | 26,27 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 43 503 | 337,26 | 1 388 | 364,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 951 | 16,14 | 541 | 23,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 25 700 | 820 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 153 618 | 416,15 | 4 902 | 446,99 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14 627 | 0,03 | 467 | 4,02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 46 556 | 1 486 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53 798 | 1 717 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 12 580 | 401 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 117 706 | 6,53 | 3 756 | 12,83 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 75 700 | 20,08 | 2 416 | 27,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65 851 | 0,67 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 50 045 | 130,64 | 1 597 | 144,79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 161 628 | 13,14 | 5 158 | 19,99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11 874 | 1,04 | 379 | 7,08 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 280 | 10,18 | 360 | 16,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 209 | 39 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1 227 500 | 8,07 | 39 702 | 16,17 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 160 188 | 15,94 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 45 872 | 1 464 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19 146 | 611 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 33 348 | 19,56 | 1 064 | 26,82 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 1 325 844 | 1,71 | 42 308 | 8,44 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 55 590 | 5,08 | 1 791 | 13,72 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 455 124 | 25,59 | 14 523 | 33,18 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 285 | 7,53 | 41 | 17,14 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20 805 | 6,42 | 664 | 12,76 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 272 965 | 16,13 | 8 710 | 23,16 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15 900 | 507 |
