Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innventure, Inc. termasuk
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares,
Abundance Wealth Counselors,
Belpointe Asset Management LLC,
Cresset Asset Management, LLC,
Angeles Wealth Management, Llc,
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF,
Naviter Wealth, LLC,
HighTower Advisors, LLC,
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares,
Nicolet Advisory Services, Llc,
Prelude Capital Management, Llc,
Fortis Capital Advisors, LLC,
dan
SBI Securities Co., Ltd.
.
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
(%) |
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
37,146 |
5.32 |
212 |
-30.72 |
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
186,920 |
23.82 |
897 |
-22.87 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
65,144 |
182.50 |
372 |
85.50 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
24,732 |
|
119 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1,471,885 |
251.34 |
7,065 |
118.80 |
|
| 2025-08-13 |
13F |
Cresset Asset Management, LLC
|
|
|
|
73,804 |
|
354 |
|
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
100 |
|
0 |
|
|
| 2025-07-28 |
13F |
Naviter Wealth, LLC
|
|
|
|
29,471 |
|
141 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Diametric Capital, LP
|
|
|
|
32,573 |
144.34 |
156 |
52.94 |
|
| 2025-07-29 |
13F |
Angeles Wealth Management, Llc
|
|
|
|
68,957 |
|
331 |
|
|
| 2025-07-21 |
13F |
Abundance Wealth Counselors
|
|
|
|
754,311 |
|
4 |
|
|
| 2025-08-05 |
13F |
Fortress Wealth Group, LLC
|
|
|
|
143,691 |
899.94 |
711 |
1,010.94 |
|
| 2025-07-22 |
13F |
Belpointe Asset Management LLC
|
|
|
|
101,270 |
|
486 |
|
|
| 2025-07-21 |
13F |
Fortis Capital Advisors, LLC
|
|
|
|
10,780 |
|
52 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
312,201 |
60.07 |
1,499 |
-0.33 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
315 |
40.62 |
2 |
0.00 |
|
| 2025-08-28 |
NP |
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
42,328 |
|
203 |
|
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
1,037,000 |
|
4,978 |
|
|
| 2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
15,949 |
|
77 |
|
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
74,678 |
190.15 |
358 |
80.81 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
66,390 |
2,545.02 |
319 |
1,573.68 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
1,598 |
|
7 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
3,074,330 |
937.59 |
14,757 |
546.06 |
|
| 2025-08-13 |
13F |
Nicolet Advisory Services, Llc
|
|
|
|
15,437 |
|
69 |
|
|
| 2025-08-14 |
13F |
Prelude Capital Management, Llc
|
|
|
|
12,744 |
|
61 |
|
|
