Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam FlexShares Trust - FlexShares Quality Dividend Index Fund termasuk Kovitz Investment Group Partners, LLC, Charter Capital Management, LLC\DE, Smartleaf Asset Management LLC, Financial Network Wealth Management LLC, Asset Dedication, LLC, Harbor Asset Planning, Inc., dan Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,238 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 162 | 800.00 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,433 | 0.67 | 471 | 7.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 24,823 | 0.36 | 1,817 | 7.46 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 65,723 | 0.74 | 4,810 | 7.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 247,950 | 3.30 | 18,145 | 10.59 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34,156 | 2,500 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 166,329 | 2.78 | 12,172 | 10.03 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 123,747 | 8.05 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,564 | 55.59 | 405 | 67.36 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,250 | 91 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,132 | 2.89 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 559,223 | 0.83 | 40,924 | 7.93 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 700 | 51 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 280,057 | 3.81 | 20,495 | 11.13 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 270,577 | 7.91 | 19,801 | 15.51 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 452,906 | 4.49 | 33,144 | 11.86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,720 | 198 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,243 | 0.12 | 237 | 7.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,795 | 205 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,048,052 | 4.94 | 295,347 | 12.01 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 9,502 | 0.49 | 695 | 7.59 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 110 | 12.24 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36,208 | 6.04 | 2,649 | 13.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51,658 | 241.00 | 3,781 | 265.22 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,875 | 210 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8,859 | 648 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,712 | 203 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 2,994 | 3.96 | 219 | 11.73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 43 | 3 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,097 | 2.12 | 300 | 9.12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,232 | 8.86 | 383 | 16.46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 506 | 37 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3,000 | 220 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,978 | 4.26 | 584 | 11.47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,538 | 13.76 | 917 | 21.78 |
