MBSF / Valued Advisers Trust - Regan Floating Rate MBS ETF - Institutionellt ägande - Säljare

Valued Advisers Trust - Regan Floating Rate MBS ETF
US ˙ ARCA

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
(%)
2025-07-23 13F WESPAC Advisors, LLC 71 638 −3,84 1 828 −3,59
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-13 13F BlackDiamond Wealth Management Inc. 77 378 −8,33 1 967 −8,52
2025-07-17 13F Sterneck Capital Management, LLC 182 616 −6,86 4 660 −6,61
2025-07-02 13F HBW Advisory Services LLC 327 897 −3,16 8 368 −2,92
2025-07-23 13F Kingswood Wealth Advisors, Llc 29 090 −11,41 742 −11,14
2025-04-17 13F Access Financial Services, Inc. 0 −100,00 0
2025-07-10 13F Secure Asset Management, LLC 9 294 −4,93 237 −4,44
2025-07-31 13F Stegent Equity Advisors, Inc. 17 037 −27,80 435 −27,67
2025-07-29 13F Chicago Partners Investment Group LLC 11 089 −4,08 283 −3,75
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-28 13F WealthPLAN Partners, LLC 122 671 −28,00 3 131 −27,83
2025-05-15 13F Royal Bank Of Canada 0 −100,00 0
2025-06-26 NP FCBD - Frontier Asset Core Bond ETF 164 008 −23,85 4 180 −23,96
2025-05-15 13F/A Orion Portfolio Solutions, LLC 76 039 −35,23 1 936 −35,11
2025-07-10 13F Exchange Traded Concepts, Llc 168 948 −7,57 4 312 −7,33
2025-07-09 13F VisionPoint Advisory Group, LLC 404 975 −14,88 10 335 −14,67
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-01 13F Biltmore Family Office, LLC 282 992 −4,81 7 222 −4,59
2025-07-14 13F Iams Wealth Management, Llc 25 173 −49,84 642 −49,73
2025-08-15 13F Global View Capital Management LLC 13 763 −55,52 351 −55,40
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-09-03 13F Q3 Asset Management 18 433 −53,55 0 −100,00
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
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