Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Pacer Funds Trust - Pacer Cash Cows Fund of Funds ETF termasuk Clear Creek Financial Management, LLC, Convergence Financial, LLC, Ameritas Advisory Services, LLC, dan SRS Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 485 | 1,112.50 | 19 | 1,800.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 218,116 | 0.18 | 8,688 | 6.51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 365 | 15 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,774 | 90.00 | 110 | 103.70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,461 | 4.92 | 178 | 11.32 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10,565 | 7.60 | 421 | 6.87 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 248 | 10 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 203,554 | 1.29 | 8,108 | 7.71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8,393 | 14.93 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 63,728 | 2,538 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8,079 | 0.04 | 322 | 6.29 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19,867 | 791 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,545 | 141 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 7,251 | 21.87 | 289 | 29.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,426 | 12.14 | 344 | 22.06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,132 | 13.20 | 45 | 21.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,109 | 16.95 | 403 | 24.46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 7,091 | 282 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,471 | 23.43 | 98 | 30.67 |
