Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund termasuk Russell Investments Group, Ltd., dan Creative Financial Designs Inc /adv .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Bokf, Na | 2,813 | 18.49 | 630 | 29.10 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1,026 | 230 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 335 | 33,400.00 | 75 | -11.76 | ||||
2025-08-04 | 13F | Assetmark, Inc | 85 | 304.76 | 19 | 375.00 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,162 | 5.05 | 708 | 14.38 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 24,523 | 79.29 | 5,493 | 95.20 | ||||
2025-08-15 | 13F | Morgan Stanley | 181,205 | 7.30 | 40,592 | 16.84 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20,423 | 4.80 | 4,575 | 14.09 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 12,900 | 2.69 | 2,890 | 11.80 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 6,629 | 58.47 | 1,485 | 72.56 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8,071 | 356.50 | 1,808 | 398.07 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,499 | 2.51 | 1,456 | 11.58 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 70,542 | 2,708.20 | 15,802 | 2,962.40 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 | 1 | ||||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 189,300 | 25.00 | 42,405 | 36.10 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 170 | 11.11 | 38 | 22.58 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 170 | 38 | ||||||
2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 29,606 | 6,632 | ||||||
2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 13,396 | 12.06 | 3,002 | 22.08 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 27,243 | 242.94 | 6,103 | 273.44 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 226 | 0.44 | 51 | 8.70 |