Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF termasuk Conservest Capital Advisors, Inc., StoneX Group Inc., Advyzon Investment Management, LLC, Proffitt & Goodson Inc, Smithfield Trust Co, American National Bank, ENDW - Cambria Endowment Style ETF, Montag A & Associates Inc, MAI Capital Management, Nemes Rush Group LLC, dan Activest Wealth Management .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 71,391 | 45.30 | 2,307 | 59.99 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 65,160 | 0.15 | 2,106 | 10.27 | ||||
2025-07-28 | 13F | Copia Wealth Management | 11,777 | 515.95 | 381 | 578.57 | ||||
2025-07-15 | 13F | Herbst Group, Llc | 45,065 | 3.53 | 1,457 | 14.02 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 25 | 1 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 288 | 0.35 | 9 | 12.50 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12 | 20.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,679 | 0.09 | 281 | 10.24 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 61 | 2 | ||||||
2025-07-16 | 13F | Patron Partners Advisors, Llc | 14,299 | 4.77 | 462 | 15.50 | ||||
2025-08-05 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 39,386 | 124.87 | 1,273 | 147.47 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 38,335 | 5.61 | 1,266 | 21.38 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 66 | 2 | ||||||
2025-07-16 | 13F | American National Bank | 28 | 1 | ||||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 137 | 4 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 32 | 1 | ||||||
2025-08-14 | 13F | UBS Group AG | 453,084 | 1.02 | 14,644 | 11.24 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 55 | 2 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52,008 | 344.74 | 1,681 | 389.80 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 82,065 | 1.61 | 2,652 | 11.90 | ||||
2025-09-10 | 13F | WT Wealth Management | 9,605 | 310 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 29 | 0 | ||||||
2025-07-29 | 13F | Foster & Motley Inc | 365,866 | 0.54 | 12 | 10.00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 109 | 23.86 | 4 | 50.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 180,345 | 6.71 | 5,829 | 17.50 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13,964 | 451 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 24 | 1 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 146,049 | 4.21 | 4,720 | 14.76 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 220 | 4.27 | 7 | 16.67 | ||||
2025-08-12 | 13F | MAI Capital Management | 4 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1,121 | 0.36 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70,174 | 38.31 | 2,268 | 52.32 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 109 | 4 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 125 | 400.00 | 4 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 1.27 | 13 | 9.09 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1,126,930 | 36,420 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,060 | 67.35 | 551 | 84.28 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 7,826 | 227 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 39,559 | 0.06 | 1,279 | 10.17 | ||||
2025-08-12 | 13F | Bokf, Na | 380 | 153.33 | 12 | 200.00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,295 | 74 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,320 | 204 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12,646 | 0.35 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 692 | 0.44 | 22 | 10.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 249 | 9.21 | 8 | 33.33 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,264 | 3.61 | 41 | 11.11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 16 | 1 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 3 | 0 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 146,060 | 0.66 | 4,721 | 10.85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2,198 | 0.27 | 71 | 10.94 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,220 | 201 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 1 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 4,111 | 0.34 | 133 | 10.00 |