Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Global X Funds - Global X Variable Rate Preferred ETF termasuk HROAX - FinTrust Income and Opportunity Fund Class A Shares, Ballast, Inc., Ameritas Advisory Services, LLC, IFP Advisors, Inc, Nbc Securities, Inc., Dunhill Financial, LLC, AlphaCore Capital LLC, Howe & Rusling Inc, Parallel Advisors, LLC, dan Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 78,677 | 88.80 | 1,794 | 82.03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 162,187 | 198.30 | 3,698 | 187.48 | ||||
| 2025-04-25 | NP | HROAX - FinTrust Income and Opportunity Fund Class A Shares | 15,000 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272,685 | 55.07 | 6 | 50.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12,819 | 292 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 80,686 | 59.59 | 1,840 | 53.76 | ||||
| 2025-08-08 | 13F | Creative Planning | 220,468 | 1.12 | 5,027 | -2.56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 24,324 | 55.37 | 555 | 49.73 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15,944 | 367 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 828 | 1.35 | 19 | -5.26 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 346 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17,806 | 406 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 28,325 | 13.46 | 646 | 9.32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,831,058 | 26.68 | 41,748 | 22.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,959 | 3.71 | 318 | 0.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 33,482 | 44.05 | 763 | 38.98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27,152 | 11.58 | 619 | 7.65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,299 | 5.92 | 1,831 | 2.06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,143 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,545 | 48.07 | 446 | 42.63 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 21,623 | 0.01 | 493 | -3.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,798 | 41 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,227 | 8.74 | 324 | 4.85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257,112 | 6.95 | 5,862 | 3.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34,100 | 777 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193,788 | 34.58 | 4,418 | 29.71 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6,135 | 0.43 | 140 | -3.47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 300 | 7 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 94,638 | 0.98 | 2,158 | -2.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 164,364 | 6.58 | 3,747 | 2.71 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,892 | 1.83 | 43 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60,553 | 1.47 | 1,381 | -2.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32,764 | 1.70 | 747 | -1.97 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,477 | 0.96 | 239 | -2.86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | -7.14 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 295 | 7 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 294 | 7 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,859 | 0.31 | 202 | -3.37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 191,816 | 14.95 | 4,373 | 10.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,283 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 234 | 5 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 227,653 | 0.05 | 5,190 | -3.59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,400 | 78 |
