Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam ETF Opportunities Trust - American Conservative Values ETF termasuk Cito Capital Group, LLC, dan RMG Wealth Management LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,918 | 0.17 | 279 | 10.71 | ||||
| 2025-08-14 | 13F | Cito Capital Group, LLC | 11,000 | 1 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,857 | 36.35 | 465 | 50.16 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 11,683 | 1.46 | 551 | 11.56 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,630 | 1.45 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 5,582 | 3.72 | 263 | 14.35 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4,346 | 0.14 | 205 | 10.27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 23,780 | 6.91 | 1,121 | 17.75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,219 | 1.51 | 388 | 11.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,798 | 1.42 | 273 | 11.89 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,762 | 84 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7,250 | 45.00 | 342 | 59.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,997 | 0.06 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 21,236 | 15.76 | 1,001 | 27.52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29,861 | 0.87 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44,071 | 1.95 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4,962 | 0.16 | 234 | 8.33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 22,093 | 0.50 | 1,042 | 10.63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,443 | 0.01 | 493 | 10.07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 156,380 | 48.74 | 7,374 | 63.83 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,066 | 0.17 | 286 | 10.42 | ||||
| 2025-08-14 | 13F | Clg Llc | 4,794 | 0.17 | 226 | 10.78 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 6,428 | 303 |
