QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF - Institutionellt ägande - Säljare

The 2023 ETF Series Trust II - GMO U.S. Quality 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
(%)
2025-05-13 13F Evoke Wealth, Llc 0 −100,00 0
2025-07-11 13F Annex Advisory Services, LLC 688 515 −47,43 23 589 −42,38
2025-08-12 13F Heron Bay Capital Management 13 101 −26,91 449 −20,00
2025-04-29 13F Bank of New York Mellon Corp 0 −100,00 0
2025-04-15 13F Focus Financial Network, Inc. 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 12 117 −3,74 415 5,60
2025-08-12 13F Jpmorgan Chase & Co 127 276 −38,95 4 360 −33,10
2025-08-11 13F HighTower Advisors, LLC 114 910 −91,73 3 937 −90,94
2025-08-12 13F Atlas Capital Advisors Llc 400 −33,33 14 −27,78
2025-07-23 13F Colony Family Offices, LLC 511 676 −9,20 17 530 −0,63
2025-08-12 13F Accredited Wealth Management, LLC 86 848 −4,91 2 975 4,06
2025-08-14 13F Wells Fargo & Company/mn 428 −72,10 15 −70,21
2025-08-11 13F VSM Wealth Advisory, LLC 0 −100,00 0
2025-08-11 13F Berkeley, Inc 30 505 −49,80 1 045 −44,97
2025-08-12 13F Global Retirement Partners, LLC 34 800 −0,80 1 192 6,33
2025-08-14 13F CIBC World Markets Inc. 124 086 −4,49 4 251 4,68
2025-07-03 13F Lam Group, Inc. 20 605 −2,09 706 7,31
2025-08-07 13F CENTRAL TRUST Co 2 447 −10,73 84 −2,35
2025-07-17 13F Tempus Wealth Planning, LLC 142 150 −2,57 4 870 6,80
2025-08-11 13F Madison Asset Management, LLC 20 389 −2,38 699 7,06
2025-08-13 13F National Bank Of Canada /fi/ 0 −100,00 0
2025-08-14 13F Fort Point Capital Partners LLC 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 462 −97,41 16 −97,13
2025-04-24 13F Canvas Wealth Advisors, LLC 0 −100,00 0
2025-07-14 13F Kfg Wealth Management, Llc 11 491 −0,55 394 8,86
2025-08-14 13F D. E. Shaw & Co., Inc. 8 232 −11,79 282 −3,09
2025-07-23 13F Joel Isaacson & Co., LLC 7 743 −24,88 265 −17,70
2025-07-25 13F Cwm, Llc 0 −100,00 0
2025-08-06 13F AIA Group Ltd 8 658 486 −1,12 296 640 8,37
2025-07-29 13F Wingate Wealth Advisors, Inc. 71 141 −1,45 2 437 8,02
2025-08-08 13F Creative Planning 0 −100,00 0
2025-07-31 13F Longview Financial Advisors, Inc. 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 64 968 −0,71 2 226 8,96
2025-08-14 13F Arete Wealth Advisors, LLC 46 556 −7,91 2 0,00
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-05-08 13F Eastern Bank 0 −100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 0 −100,00 0
2025-05-15 13F Bank Of America Corp /de/ 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 269 334 −2,92 9 227 6,40
2025-08-11 13F Private Advisor Group, LLC 9 593 −0,54 329 8,97
2025-05-07 13F David R. Rahn & Associates Inc. 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 35 444 −29,01 1 228 −21,35
2025-08-14 13F UBS Group AG 6 610 −48,78 226 −43,92
2025-07-09 13F Archer Investment Management, LLC 229 350 −28,45 7 858 −21,59
2025-08-12 13F BlackRock, Inc. 0 −100,00 0
2025-07-30 13F Princeton Global Asset Management LLC 101 772 −1,99 3 487 7,43
2025-08-14 13F GWM Advisors LLC 6 459 −36,18 221 −30,06
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-07-15 13F Verum Partners LLC 373 289 −2,71 12 789 6,62
2025-08-14 13F Susquehanna International Group, Llp 74 938 −42,34 2 567 −36,80
2025-07-08 13F Parallel Advisors, LLC 29 938 −31,57 1 026 −25,02
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