VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF - Institutionellt ägande - Säljare

Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF

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
(%)
2025-08-07 13F Nwam Llc 39 652 −5,66 415 −2,82
2025-08-08 13F Cetera Investment Advisers 21 141 −4,21 221 −0,90
2025-07-11 13F Quantum Financial Advisors, LLC 0 −100,00 0
2025-08-13 13F WCG Wealth Advisors LLC 356 080 −50,88 3 725 −49,33
2025-08-01 13F SwitchPoint Financial Planning, LLC 0 −100,00 0
2025-07-29 13F Private Wealth Management Group, LLC 34 608 −2,47 362 0,84
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 40 602 −1,72 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 243 154 −10,48 2 543 −7,66
2025-08-01 13F Koss-Olinger Consulting, LLC 281 644 −7,29 2 946 −4,38
2025-08-14 13F Betterment LLC 73 006 −17,68 1
2025-07-30 13F Ethic Inc. 16 639 −11,27 173 −8,95
2025-04-17 13F Vista Wealth Management Group, LLC 1 007 618 −5,02 10 217 −4,83
2025-08-14 13F Balanced Rock Investment Advisor 231 030 −27,80 2 417 −25,52
2025-08-15 13F CI Private Wealth, LLC 23 187 −43,87 243 −42,11
2025-08-11 13F Comprehensive Wealth Management, LLC 0 −100,00 0
2025-07-25 13F Natural Investments, Llc 226 836 −2,28 2 0,00
2025-08-05 13F Mission Wealth Management, Lp 656 733 −2,77 6 869 0,29
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 192 748 −4,30 2 016 −1,27
2025-08-07 13F Encompass More Asset Management 0 −100,00 0
2025-05-13 13F UBS Group AG 0 −100,00 0
2025-07-14 13F Abacus Wealth Partners, LLC 12 413 063 −20,51 129 841 −18,00
2025-08-13 13F North Berkeley Wealth Management, LLC 448 170 −0,36 4 688 2,79
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 0 −100,00 0
2025-07-25 13F Hemington Wealth Management 130 938 −0,01 1 0,00
2025-08-14 13F Ariadne Wealth Management, LP 45 540 −24,93 476 −23,76
2025-08-11 13F HighTower Advisors, LLC 459 137 −7,97 4 803 −5,06
2025-08-05 13F Crestwood Advisors Group LLC 16 133 −2,86 169 0,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 185 937 −31,72 1 945 −29,59
2025-07-30 13F D.a. Davidson & Co. 40 546 −1,71 424 1,44
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-01 13F Red Lighthouse Investment Management, Llc 238 646 −0,68 2 496 5,99
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