Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iPath Bloomberg Commodity Index Total Return ETN - Structured Product termasuk Cassaday & Co Wealth Management LLC, Proficio Capital Partners LLC, Patten Group, Inc., Lyell Wealth Management, Lp, Matrix Trust Co, dan Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Matrix Trust Co | 4,219 | 0 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2,102,164 | 2.48 | 71,432 | -1.38 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 100,575 | 3,418 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,440 | 11.42 | 423 | 7.11 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 15,480 | 1.53 | 526 | -2.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,296 | 78 | ||||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 19 | |||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 77,785 | 1.08 | 2,720 | 5.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12,860 | 2.17 | 437 | -1.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35,314 | 0.12 | 1,200 | -3.69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,132 | 548 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66,900 | 604.21 | 2,273 | 578.51 | |||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9,168 | 3.22 | 312 | -0.64 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 7,072 | 11.18 | 240 | 7.14 | ||||
| 2025-07-08 | 13F | Cultivar Capital, Inc. | 139,255 | 7.39 | 4,732 | 3.34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 196,598 | 3.55 | 6,680 | -0.36 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 473,935 | 0.69 | 16,104 | -3.10 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 18,589 | 632 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 172,342 | 4.75 | 5,856 | 0.81 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5,265 | 0.27 | 179 | -3.78 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 6,350 | 216 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 108,550 | 101.02 | 3,689 | 93.49 | ||||
| 2025-08-08 | 13F | Croban | 40,273 | 4.72 | 1,368 | 0.81 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6,050 | 32.36 | 206 | 27.33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 129,601 | 19.40 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 57 | 2 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 34,125 | 0.11 | 1,160 | -3.66 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27,495 | 0.79 | 934 | -3.01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 36,819 | 1,251 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19,506 | 14.57 | 663 | 10.15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 119,289 | 4 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146 | 5 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1,301,137 | 44,213 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 26,164 | 168.10 | 889 | 158.43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 8,716 | 20.37 | 296 | 27.59 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 76,800 | 2.13 | 2,610 | -1.73 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10,344 | 16.85 | 351 | 12.50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 117 | -5.69 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 49,081 | 7.36 | 1,668 | 3.28 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8,298 | 1.05 | 282 | -2.77 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 113,095 | 3,843 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,268 | 126.57 | 77 | 120.00 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 40,273 | 558.06 | 1,368 | 533.33 |
