Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Valued Advisers Trust - Regan Floating Rate MBS ETF termasuk State of New Jersey Common Pension Fund D, EP Wealth Advisors, Inc., Atria Investments Llc, Endeavor Private Wealth, Inc., Truist Financial Corp, StoneX Group Inc., Crossmark Global Holdings, Inc., J.w. Cole Advisors, Inc., SILVER OAK SECURITIES, Inc, Concorde Financial Corp, dan Raymond James 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8,094 | 207 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14,820 | 378 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 34,999 | 893 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 123,623 | 13.89 | 3,155 | 14.15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138,604 | 3,537 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10,273 | 10.15 | 262 | 10.55 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88,604 | 16.52 | 2,261 | 16.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55,528 | 35.82 | 1,417 | 36.25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 207 | 1.47 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,155 | 0 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 120,424 | 5.58 | 3,073 | 5.86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 259,915 | 1.23 | 6,633 | 1.48 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 873,603 | 1.71 | 22,294 | 1.96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 200,000 | 5,104 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15,640 | 399 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,433 | 241 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 | 6 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,367 | 31.41 | 724 | 31.69 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3,705 | 132.58 | 95 | 135.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,584 | 51.87 | 576 | 52.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6,618 | 23,535.71 | 169 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 37,359 | 41.33 | 953 | 41.82 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,430 | 13.94 | 36 | 16.13 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 155,615 | 0.05 | 3,971 | 0.20 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10,084 | 257 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 501 | 13 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 35,649 | 910 | ||||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 19,014 | 3.35 | 485 | 3.63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11,450 | 3.62 | 292 | 3.91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 85,643 | 2.37 | 2,177 | 2.06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 444,784 | 14.27 | 11,351 | 14.55 |
