Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Professionally Managed Portfolios - Congress SMid Growth ETF termasuk Integrated Wealth Concepts LLC, Gibbs Wealth Management, Stifel Financial Corp, PFG Advisors, Quantinno Capital Management LP, Aptus Capital Advisors, LLC, Raymond James Financial Inc, CIBC Private Wealth Group, LLC, dan Comerica Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,430 | 232 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 29,138 | 2,999.79 | 909 | 3,392.31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,268 | 25.36 | 414 | 41.44 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 62,108 | 49.75 | 1,937 | 68.79 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8,283 | 258 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 272,040 | 10.00 | 8,482 | 24.01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96,254 | 3,001 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 214 | 7 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,114 | 222 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 901,247 | 18.62 | 28,101 | 33.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,390 | 75 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,917 | 60 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 77,840 | 2,427 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7,004,814 | 5.09 | 218 | 18.48 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 359,791 | 19.26 | 11,218 | 34.44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 15 | ||||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 67,059 | 2,091 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 250,996 | 3,894.21 | 7,826 | 4,423.70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 524,355 | 82.73 | 16,349 | 105.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11,610 | 362 |
