Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF termasuk Rps Advisory Solutions Llc, Stratos Wealth Advisors, LLC, Signal Advisors Wealth, LLC, Prime Capital Investment Advisors, LLC, Meridian Wealth Management, LLC, Avantax Advisory Services, Inc., Global Retirement Partners, LLC, Allworth Financial LP, Quaker Wealth Management, LLC, dan Mid-American Wealth Advisory Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5,950 | 312 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 252 | 0.80 | 13 | 8.33 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14,655 | 1.45 | 1 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 389 | 20 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 9,139 | 84.40 | 479 | 98.34 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,097 | 1.45 | 110 | 9.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 119,679 | 62.49 | 6,269 | 74.35 | ||||
2025-08-14 | 13F | UBS Group AG | 16,894 | 71.77 | 885 | 84.17 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 4,782 | 0.19 | 250 | 7.30 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 64,225 | 0.54 | 3,364 | 7.89 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 134 | 2.29 | 7 | 16.67 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,359 | 228 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 7,490 | 6.39 | 392 | 14.29 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 71,636 | 2.56 | 3,752 | 10.06 | ||||
2025-08-12 | 13F | MAI Capital Management | 899 | 1.58 | 47 | 9.30 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 22,291 | 0.57 | 1,168 | 7.86 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 65,761 | 0.00 | 3,445 | 7.29 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 4,050 | 212 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,511 | 551 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77,632 | 2.78 | 4,066 | 10.28 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,810 | 776 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10,543 | 11.79 | 559 | 21.30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 4,506 | 0.04 | 236 | 7.76 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 1,515 | 2.02 | 80 | 9.72 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 22,832 | 1,196 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 954 | 14.53 | 50 | 22.50 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 32,144 | 1,684 | ||||||
2025-08-15 | 13F | Morgan Stanley | 6,161 | 82.17 | 323 | 95.15 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,082 | 214 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 12,998 | 1.00 | 681 | 8.28 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 22,118 | 1,159 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,544 | 343 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 18,544 | 15.06 | 971 | 23.54 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 47,994 | 3.00 | 2,514 | 10.51 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 606 | 32 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 500 | 26 | ||||||
2025-08-14 | 13F | Fmr Llc | 8 | 700.00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,883 | 256 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 4,892 | 2.32 | 256 | 9.87 |