Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF termasuk Congress Wealth Management LLC / DE /, 21 West Wealth Management LLC, Hilltop Holdings Inc., Calton & Associates, Inc., Hrt Financial Lp, Keystone Financial Services, LLC, Old Mission Capital Llc, Parallel Advisors, LLC, dan Dunhill Financial, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-08 | 13F | Parallel Advisors, LLC | 290 | 37 | ||||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2,911 | 3.74 | 376 | 5.63 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 47 | 6 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 615 | 412.50 | 79 | 426.67 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 64,046 | 8,121 | ||||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 1,878 | 242 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 3,611 | 0 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3,487 | 0.03 | 450 | 1.81 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 10,855 | 1,401 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 401 | 25.31 | 52 | 27.50 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 27,575 | 0.07 | 3,560 | 1.89 | ||||
2025-08-14 | 13F | Fmr Llc | 661 | 25.67 | 85 | 28.79 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7,912 | 1,021 | ||||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,661 | 0.45 | 349 | 11.50 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17,380 | 0.35 | 2 | 0.00 | ||||
2025-08-14 | 13F | Avant Capital LLC | 8,008 | 6.28 | 1,034 | 8.17 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,002 | 15.35 | 1,162 | 17.49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4,598 | 33.86 | 591 | 36.81 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 | 100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1,688 | 218 | ||||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 55,485 | 5.21 | 7 | 16.67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6,063 | 0.63 | 783 | 2.49 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 7,103 | 917 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,244 | 288.73 | 677 | 295.32 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 36,350 | 2.15 | 4,693 | 4.01 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,025 | 5.90 | 1,811 | 7.80 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 2,374 | 0.25 | 306 | 2.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1,694 | 0.06 | 219 | 1.87 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3,837 | 0.13 | 495 | 2.06 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 9,312 | 1,202 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42,619 | 0.20 | 5,502 | 2.02 | ||||
2025-08-11 | 13F | Berkeley, Inc | 48,012 | 97.73 | 6,198 | 101.36 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1,410 | 182 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 20,101 | 1.14 | 2,595 | 3.02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 898 | 0.45 | 116 | 1.77 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 3,074 | 0.03 | 397 | 1.80 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 1,635 | 211 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 128,763 | 16,623 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,055 | 174.03 | 136 | 183.33 | ||||
2025-08-12 | 13F | LPL Financial LLC | 268,559 | 0.85 | 34,671 | 2.69 | ||||
2025-08-14 | 13F | Mariner, LLC | 5,851 | 140.68 | 755 | 145.13 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 27,598 | 4.24 | 3,563 | 6.14 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 323,482 | 3.70 | 41,761 | 5.59 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33,676 | 6.89 | 4,348 | 8.84 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24,853 | 0.16 | 3,209 | 1.97 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 2,229 | 32.36 | 288 | 34.74 |