Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Series Portfolios Trust - Eldridge AAA CLO ETF termasuk Ball & Co Wealth Management Inc., SRS Capital Advisors, Inc., Tower Research Capital LLC (TRC), Elequin Capital Lp, National Asset Management, Inc., J.w. Cole Advisors, Inc., Silverleafe Capital Partners, LLC, HighTower Advisors, LLC, Koshinski Asset Management, Inc., Inspire Advisors, LLC, Keudell/Morrison Wealth Management, Prostatis Group LLC, GWM Advisors LLC, Comerica Bank, Steward Partners Investment Advisory, Llc, Cedar Wealth Management, LLC, dan Mount Yale Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59,060 | 52.99 | 1,512 | 53.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8,977 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12,091 | 1.25 | 310 | 1.64 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 19,678 | 504 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 306 | 0.33 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 91,199 | 2,335 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19,063 | 488 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,487 | 38 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,200 | 748 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 215 | 6 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,000 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,000 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 136,635 | 3,498 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,112 | 336 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 7 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 392 | 10 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 259,690 | 7 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 15,261 | 39.37 | 391 | 39.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,361 | 1,024.79 | 35 | 1,033.33 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 154,134 | 1.26 | 3,932 | 1.45 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 10,464 | 268 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 781 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23,650 | 605 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34,600 | 1,520.61 | 885 | 1,538.89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,521 | 372 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 68,889 | 46.76 | 1,764 | 47.28 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 70,479 | 171.68 | 1,804 | 172.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 555 | 0.36 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 46,933 | 49.69 | 1,201 | 50.31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 33,836 | 122.21 | 866 | 123.20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,071 | 667 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 187,480 | 136.58 | 4,799 | 137.46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126,860 | 3,248 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 12,262 | 314 |
