Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Guggenheim Active Allocation Fund termasuk Golden State Equity Partners, Brinker Capital Investments, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, dan Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255,921 | 2.00 | 4,003 | 5.85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,199 | 845.27 | 81 | 912.50 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 3,056 | 48 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 60,389 | 27.09 | 944 | 31.84 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 394,198 | 1.28 | 6,165 | 5.12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21,746 | 11.89 | 340 | 16.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650,002 | 9.69 | 10,166 | 13.85 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 28,793 | 17.84 | 450 | 22.28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 23,590 | 110.02 | 369 | 120.36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96,208 | 0.06 | 1,505 | 3.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 90,955 | 3.22 | 1,423 | 7.16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,501 | 13.64 | 508 | 17.87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,518 | 24 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27,942 | 5.01 | 437 | 9.25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 770,869 | 17.12 | 12,056 | 20.96 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 167,183 | 3.06 | 2,615 | 6.96 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 39,724 | 621 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 58,755 | 26.57 | 919 | 31.33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,000 | 100.00 | 47 | 109.09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65,580 | 7.92 | 1,026 | 12.02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,000 | 47 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75,835 | 147.11 | 1,186 | 156.71 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15,142 | 0.45 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 920,711 | 49.70 | 14,400 | 55.36 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 200 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52,280 | 0.02 | 818 | 3.81 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 799,036 | 12.71 | 12,497 | 16.97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 781,143 | 1.96 | 12,217 | 5.82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28,645 | 18.87 | 448 | 23.42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,581,005 | 4.42 | 40,367 | 8.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,064 | 4.00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 741,149 | 0.68 | 12 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,450 | 179 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38,406 | 42.82 | 601 | 48.15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,645 | 2.35 | 339 | 6.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24,820 | 0.97 | 388 | 4.86 |
