Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Northern Lights Fund Trust IV - Inspire Corporate Bond ETF termasuk Summit Wealth Group Llc / Co, RMG Wealth Management LLC, Pioneer Wealth Management Group, Bedel Financial Consulting, Inc., dan AdvisorNet 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,990 | 173.06 | 72 | 184.00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14,817 | 0.85 | 356 | 2.01 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 11,577 | 278 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8,182 | 13.17 | 196 | 13.95 | ||||
| 2025-07-18 | 13F | Vicus Capital | 78,007 | 4.05 | 1,873 | 5.17 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 42,398 | 1,018 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 134 | 3 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 121,541 | 58.29 | 2,918 | 60.07 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 79,116 | 1,900 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 518 | 12 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,725 | 0.47 | 113 | 1.80 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 8,951 | 3.95 | 215 | 4.90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37 | 1 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12,544 | 301 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 682 | 16 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 22,533 | 1.25 | 541 | 2.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,202 | 21.75 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 32 | 60.00 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 619,922 | 0.60 | 14,884 | 1.71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15,860 | 8.60 | 381 | 9.83 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,976 | 6.78 | 289 | 7.87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46,348 | 82.17 | 1,113 | 84.11 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 65,847 | 7.23 | 1,564 | 8.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346,177 | 12.29 | 8,312 | 13.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97,583 | 8.94 | 2,343 | 10.16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 899,262 | 33.57 | 21,591 | 35.03 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,466 | 0.96 | 35 | 2.94 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 97,088 | 86.12 | 2,331 | 88.59 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 598,053 | 2.28 | 14,359 | 3.40 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,420 | 6.01 | 298 | 7.19 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 147,185 | 3.13 | 3,534 | 4.25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,174 | 7.93 | 220 | 9.45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 141 | 3 | ||||||
| 2025-07-08 | 13F | Range Financial Group LLC | 124,936 | 17.02 | 3,000 | 18.30 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 637,196 | 3.90 | 15,299 | 5.04 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 81,784 | 2.15 | 1,964 | 3.26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25,717 | 43.84 | 617 | 45.52 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 15,533 | 372 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27,540 | 664 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5,651 | 53.43 | 136 | 55.17 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22,814 | 24.77 | 548 | 26.04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16,648 | 0.82 | 400 | 1.79 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 1,463,000 | 2.36 | 35,127 | 3.48 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,715 | 4.16 | 593 | 5.33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 8,720 | 209 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 25,111 | 17.15 | 603 | 18.27 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12,128 | 1.00 | 291 | 2.11 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17,306 | 1.81 | 416 | 2.98 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53,298 | 5.95 | 1,280 | 7.12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58,790 | 29,003.96 | 1,412 | 35,175.00 |
