CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF - Institutionellt ägande - Säljare

Series Portfolios Trust - Eldridge BBB-B CLO ETF
US ˙ ARCA ˙ US81752T5285

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-04-28 13F Mutual Advisors, LLC 0 −100,00 0 −100,00
2025-07-25 13F We Are One Seven, LLC 37 101 −0,24 992 0,40
2025-08-12 13F Jpmorgan Chase & Co 0 −100,00 0
2025-08-07 13F Nwam Llc 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 3 600 −10,00 96 −9,43
2025-08-14 13F Mariner, LLC 154 776 −33,60 4 139 −33,18
2025-08-15 13F Morgan Stanley 1 275 −16,12 34 −15,00
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 0 −100,00 0
2025-08-05 13F Verity Asset Management, Inc. 44 424 −34,65 1 188 −34,27
2025-08-04 13F Assetmark, Inc 300 −58,39 8 −57,89
2025-07-14 13F Chris Bulman Inc 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-05-01 13F Kerntke Otto McGlone Wealth Management Group 0 −100,00 0
2025-05-16 13F Empowered Funds, LLC 0 −100,00 0
2025-04-24 13F Wright Fund Managment, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 43 796 −24,85 1 171 −24,35
2025-08-14 13F UBS Group AG 11 063 −92,78 296 −92,75
2025-08-06 13F Commonwealth Equity Services, Llc 10 825 −67,01 0
2025-08-28 NP FLOAX - Power Floating Rate Index Fund Class A 0 −100,00 0 −100,00
2025-07-21 13F Triad Wealth Partners, LLC 7 584 −5,87 203 −5,61
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 −100,00 0 −100,00
2025-07-16 13F Perigon Wealth Management, LLC 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-05-19 13F/A Advisory Alpha, LLC 0 −100,00 0 −100,00
2025-05-15 13F Warren Averett Asset Management, LLC 0 −100,00 0 −100,00
2025-08-01 13F Envestnet Asset Management Inc 139 740 −50,29 3 737 −49,98
2025-07-24 13F Baldwin Brothers Inc/ma 28 812 −6,85 770 −6,21
2025-04-15 13F Transform Wealth, LLC 138 314 −18,76 3 675 −20,40
2025-08-14 13F Mml Investors Services, Llc 0 −100,00 0
2025-07-14 13F Sowell Financial Services LLC 149 931 −49,16 4 009 −48,84
2025-09-04 13F/A Advisor Group Holdings, Inc. 22 471 −50,94 601 −50,62
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 45 850 −5,53 1 226 −4,89
2025-05-20 13F Belpointe Asset Management LLC 0 −100,00 0 −100,00
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 14 900 −31,34 398 −31,85
2025-08-08 13F Fortis Group Advisors, LLC 0 −100,00 0
2025-05-12 13F Founders Financial Securities Llc 0 −100,00 0
2025-08-11 13F Inspire Advisors, LLC 0 −100,00 0
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-05-05 13F Lindbrook Capital, Llc 5 500 −47,62 146 −48,23
2025-05-06 13F a16z Perennial Management, L.P. 0 −100,00 0 −100,00
2025-08-14 13F Napa Wealth Management 17 686 −5,25 473 −4,65
2025-08-08 13F Donoghue Forlines LLC 0 −100,00 0
2025-05-29 NP SSIZX - Sierra Tactical Core Income Fund Class A Shares 0 −100,00 0 −100,00
2025-08-14 13F Royal Bank Of Canada 5 699 −63,46 152 −63,29
2025-08-14 13F Arete Wealth Advisors, LLC 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 11 351 −61,21 0
2025-07-30 13F Brookstone Capital Management 421 192 −0,07 11 263 0,56
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-06 13F Black Swift Group, LLC 433 340 −14,94 11 588 −14,40
2025-07-28 13F Copia Wealth Management 29 141 −0,57 779 0,13
2025-05-30 NP GDMA - Gadsden Dynamic Multi-Asset ETF 0 −100,00 0 −100,00
2025-08-13 13F VestGen Advisors, LLC 9 903 −34,75 265 −34,49
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-12 13F Fortis Capital Management LLC 0 −100,00 0 −100,00
2025-07-28 13F Naviter Wealth, LLC 0 −100,00 0
2025-07-18 13F Truist Financial Corp 0 −100,00 0
2025-08-04 13F Atria Investments Llc 165 953 −40,85 4 438 −40,48
2025-05-01 13F Park Square Financial Group, LLC 0 −100,00 0
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 51 614 −33,14 1 380 −32,72
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