Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF termasuk D.a. Davidson & Co., Two Sigma Investments, Lp, Equitable Holdings, Inc., Atria Wealth Solutions, Inc., dan Concurrent Investment Advisors, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 312,392 | 45,108.68 | 13,464 | 51,684.62 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7,050 | 304 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 64,659 | 23.33 | 2,787 | 36.90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 436,886 | 0.78 | 18,830 | 11.89 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46,804 | 11.39 | 2,017 | 23.67 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 326,014 | 2.58 | 14,051 | 13.89 | ||||
2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 210,979 | 7.65 | 8,175 | -0.44 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 90,638 | 4.57 | 3,907 | 16.11 | ||||
2025-05-14 | 13F | Huntington National Bank | 16 | |||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 67,114 | 0.94 | 2,895 | 12.04 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,436 | 21.71 | 665 | 35.16 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 20,004 | 78.61 | 862 | 98.62 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 300,567 | 11.87 | 12,954 | 24.20 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 34,277 | 0.63 | 1,477 | 11.72 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,973 | 344 | ||||||
2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 102,587 | 24.22 | 4,211 | 23.71 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 52,078 | 11.78 | 2,245 | 24.12 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 14,998 | 6.92 | 646 | 18.75 | ||||
2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 1,272,654 | 2.41 | 49,315 | -5.29 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 98,423 | 4,242 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 12,641 | 545 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 47,000 | 2,026 | ||||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19,064 | 1.02 | 822 | 12.16 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 217,591 | 60.47 | 9,378 | 78.19 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,283 | 1.32 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,800 | 207 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 64,710 | 18.69 | 2,789 | 31.76 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 882,830 | 0.33 | 38,050 | 11.39 | ||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 5,952 | 4.04 | 257 | 15.32 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 85,203 | 245.79 | 3,706 | 287.66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 24,494 | 0.96 | 1,056 | 12.11 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 15,890 | 146.74 | 685 | 173.60 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 12,198 | 25.03 | 526 | 38.89 | ||||
2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1,704,689 | 1.79 | 66,057 | -5.86 | ||||
2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 537,787 | 5.91 | 22,076 | 5.48 | ||||
2025-08-12 | 13F | LPL Financial LLC | 692,569 | 15.51 | 29,850 | 28.24 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1,092,532 | 16.52 | 47,088 | 29.37 |