Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund termasuk WT Wealth Management, Schmidt P J Investment Management Inc, Stark Wealth Management LLC, Bank Of America Corp /de/, dan Pinnacle Bancorp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,832 | 12.12 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,930 | 217 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 2,970 | 220 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 105 | 8 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,142 | 1.80 | 973 | 7.87 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 461 | 106.73 | 34 | 126.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12,226 | 1.39 | 905 | 7.48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 826 | 6.44 | 61 | 12.96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,407 | 0.47 | 252 | 6.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164,500 | 8.63 | 12,181 | 15.10 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17,983 | 0.36 | 1,332 | 6.31 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,378,805 | 4.43 | 250,203 | 10.65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,397 | 0.89 | 252 | 6.81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49,672 | 20.64 | 3,678 | 27.84 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 10,153 | 4.04 | 752 | 10.12 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11,359 | 0.07 | 841 | 6.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,351 | 58.64 | 989 | 68.03 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 67,630 | 1.91 | 5,008 | 8.00 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 19,796 | 1,384 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,475 | 28.98 | 405 | 36.82 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 16,187 | 5.35 | 1,199 | 11.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37,359 | 4.98 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54,703 | 6.54 | 4,051 | 12.88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 7,368 | 546 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 88,323 | 0.35 | 6,540 | 6.32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,555 | 5.26 | 1,893 | 11.55 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5,177 | 383 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50,133 | 4,554.87 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,913 | 4.48 | 216 | 10.82 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10,830 | 0.01 | 802 | 5.95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,492 | 0.09 | 333 | 6.07 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3,076 | 3.67 | 228 | 9.66 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23,590 | 7.12 | 1,747 | 13.45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 700 | 52 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9,144 | 17.40 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70,638 | 551.52 | 5,231 | 590.89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,106 | 7.56 | 378 | 14.20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29,467 | 4.50 | 2,182 | 10.76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,278 | 10.91 | 613 | 17.66 |
