Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Bank of the James Financial Group, Inc. termasuk
Raymond James Financial Inc,
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class,
dan
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
.
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
(%) |
| 2025-08-29 |
NP |
BSVO - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
22,370 |
0.72 |
315 |
-4.27 |
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
5 |
|
0 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
40 |
21.21 |
1 |
|
|
| 2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
22,370 |
0.72 |
315 |
-4.27 |
|
| 2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
32,665 |
8.87 |
460 |
3.61 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1,948 |
|
27 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
3,585 |
126.18 |
50 |
117.39 |
|
| 2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
35,370 |
0.45 |
498 |
-4.42 |
|
| 2025-08-12 |
13F |
Pettyjohn, Wood & White, Inc
|
|
|
|
257,061 |
0.01 |
3,617 |
-4.82 |
|
| 2025-08-06 |
13F |
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
11,137 |
0.67 |
157 |
-4.29 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
5,653 |
9.79 |
80 |
17.91 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
39,994 |
0.26 |
563 |
-4.58 |
|
| 2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
308 |
|
4 |
|
|
| 2025-08-14 |
13F |
Fourthstone LLC
|
|
|
|
225,618 |
27.20 |
3,172 |
21.02 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
21,903 |
2.71 |
309 |
10.39 |
|
| 2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
4,961 |
28.89 |
67 |
28.85 |
|
| 2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
4 |
|
0 |
|
|
