Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July termasuk Straight Path Wealth Management, Merit Financial Group, LLC, Schneider Downs Wealth Management Advisors, LP, Truist Financial Corp, Benjamin Edwards Inc, IHT Wealth Management, LLC, dan PFS Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29,226 | 0.23 | 930 | 9.42 | ||||
2025-08-07 | 13F | PFG Advisors | 6,517 | 208 | ||||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 982 | 10.71 | 31 | 24.00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,850 | 15.63 | 921 | 26.86 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 146,987 | 6.34 | 5 | 0.00 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 85,328 | 62.87 | 2,725 | 78.69 | ||||
2025-08-12 | 13F | MAI Capital Management | 4,204 | 44.37 | 134 | 59.52 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 28,486 | 910 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 30,659 | 27.03 | 979 | 39.46 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 23,233 | 8.08 | 1 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30,387 | 8.35 | 971 | 18.87 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 7,924 | 253 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 17,181 | 29.22 | 549 | 37.69 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,130 | 9.52 | 292 | 20.25 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 23,096 | 70.09 | 738 | 86.58 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 15,436 | 493 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2,969 | 160.44 | 95 | 184.85 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 54,216 | 0.08 | 1,732 | 9.77 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 16 | 1 | ||||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 47,936 | 54.67 | 1,531 | 69.73 | ||||
2025-07-18 | 13F | Truist Financial Corp | 10,744 | 343 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 8,934 | 285 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 9,437 | 31.45 | 0 | |||||
2025-07-29 | 13F | Straight Path Wealth Management | 33,247 | 1,062 | ||||||
2025-07-16 | 13F | PFS Partners, LLC | 1,726 | 55 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 187,222 | 11.94 | 5,980 | 22.77 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 16,050 | 493.57 | 513 | 556.41 | ||||
2025-08-12 | 13F | LPL Financial LLC | 36,112 | 72.87 | 1,153 | 89.64 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 4,530 | 169.64 | 145 | 213.04 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,100 | 31.80 | 7,381 | 44.58 |