Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam EntrepreneurShares Series Trust - ERShares Entrepreneurs ETF termasuk Two Sigma Investments, Lp, AE Wealth Management LLC, Citadel Advisors Llc, Whalen Wealth Management Inc., Apollon Wealth Management, LLC, Carter Financial Group, INC., Kingsview Wealth Management, LLC, Pensionmark Financial Group, Llc, Warren Averett Asset Management, LLC, Cambridge Investment Research Advisors, Inc., Symphony Financial, Ltd. Co., Beck Capital Management, Llc, Alpine Bank Wealth Management, Simplex Trading, Llc, Lindbrook Capital, Llc, Atlantic Union Bankshares Corp, Sandy Spring Bank, BlackRock, Inc., Farther Finance Advisors, LLC, dan Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 4 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 264 | 5 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17,780 | 339 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 118 | 6.31 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32,600 | 622 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 28,877 | 87.55 | 551 | 124.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 75,497 | 62.81 | 1,441 | 94.99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 | 8 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 40,885 | 4.92 | 780 | 25.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28,125 | 537 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,268 | 24 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6,115 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 135,000 | 2,577 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 26,048 | 497 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,083 | 0.10 | 40 | 18.18 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,534 | 29 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 216 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13,747 | 7.84 | 262 | 29.06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,534 | 24 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19,835 | 379 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 11,080 | 212 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19,624 | 71.00 | 375 | 104.37 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 50 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29,693 | 13.33 | 567 | 35.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,170 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,888 | 5.77 | 36 | 28.57 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3,000 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,575 | 1.50 | 49 | 22.50 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 240,828 | 1.58 | 4,597 | 21.58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,358 | 38.26 | 466 | 65.84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16,235 | 310 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 29,936 | 571 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52,434 | 337.57 | 1,001 | 423.56 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36,921 | 705 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 12,218 | 233 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27,469 | 524 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 141,070 | 516.51 | 2,693 | 639.84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 175,764 | 13.01 | 3,355 | 35.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 10,000 | 191 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32,340 | 74.27 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31,077 | 20.49 | 593 | 44.28 |
