Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF termasuk WJ Wealth Management, LLC, Centurion Wealth Management LLC, Prospera Financial Services Inc, O'shaughnessy Asset Management, Llc, Mma Asset Management Llc, SS&H Financial Advisors, Inc., Schaper Benz & Wise Investment Counsel Inc/wi, Vise Technologies, Inc., Blair William & Co/il, Ground Swell Capital, LLC, Wetherby Asset Management Inc, Sowell Financial Services LLC, NewEdge Wealth, LLC, Strategic Wealth Partners, Ltd., Total Investment Management Inc, Bessemer Group Inc, dan Asset Dedication, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,105 | 14.09 | 291 | 21.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4,441 | 51.98 | 614 | 62.17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2,050 | 2.50 | 283 | 9.69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193,244 | 0.90 | 27,043 | 9.07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,927 | 6.17 | 266 | 13.68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 76 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,528 | 211 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 100 | 14 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,500 | 207 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,809 | 4.50 | 941 | 11.51 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1,420 | 203 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,705 | 13.61 | 374 | 21.10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27,529 | 74.97 | 3,803 | 86.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,916 | 2.78 | 1,232 | 9.62 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 1,930 | 267 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1,284 | 2,417.65 | 177 | 2,850.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 172,843 | 17.93 | 23,878 | 25.84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,132 | 9.25 | 847 | 16.67 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,818 | 106.01 | 1,080 | 119.96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,415 | 26.38 | 4 | 50.00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 215 | 7.50 | 30 | 16.00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 4,090 | 1 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18,229 | 1.52 | 2,517 | 8.30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 6.90 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,388 | 21.37 | 1,159 | 29.53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,566 | 216 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5,211 | 6.43 | 720 | 13.59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,807 | 16.72 | 388 | 24.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 33,743 | 1.07 | 4,662 | 7.84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,164 | 97.38 | 437 | 111.11 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 50,288 | 6,947 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 1,736 | 240 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 502,315 | 66.31 | 69,395 | 77.46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12,187 | 472.43 | 1,673 | 508.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,190 | 88.76 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 29,225 | 4,037 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 382 | 0.53 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,517 | 19.59 | 486 | 27.63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,078 | 425 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10,131 | 23.16 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 246 | 100.00 | 34 | 120.00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1,786 | 247 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,784 | 246 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,547 | 14.01 | 1,309 | 22.11 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,133 | 295 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 42,974 | 1.74 | 5,937 | 8.56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,580 | 1,876 | ||||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 2,000 | 276 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 335,786 | 2.94 | 46,389 | 9.84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18,179 | 3.55 | 2,511 | 10.52 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 1,712 | 237 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 151,650 | 1.95 | 20,950 | 8.78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,389 | 0.53 | 468 | 7.83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 211 | 29 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,737 | 308.80 | 931 | 336.62 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2,039 | 282 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29,031 | 0.13 | 4,011 | 6.85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14,066 | 64.23 | 1,943 | 75.36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,633 | 4,848.48 | 226 | 7,400.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65,706 | 0.38 | 9,077 | 7.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 409 | 176.35 | 57 | 194.74 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 100 | 14 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 138,061 | 77.40 | 19,073 | 89.31 | ||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 2,378 | 18.84 | 329 | 26.64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 780 | 108 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 243,250 | 7.56 | 33,605 | 14.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 | 6 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,956 | 2.62 | 270 | 9.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81,433 | 3.97 | 11 | 10.00 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 26,013 | 18.19 | 3,594 | 26.11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1,609 | 222 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,816 | 4.42 | 3,567 | 11.43 |
