Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF termasuk Apollon Wealth Management, LLC, BridgePort Financial Solutions, LLC, Foundations Investment Advisors, LLC, Cowa, Llc, First Citizens Financial Corp, RHS Financial, LLC, Harbor Asset Planning, Inc., Savvy Advisors, Inc., Ameritas Advisory Services, LLC, Strategic Wealth Partners, Ltd., Bank Of Montreal /can/, Frazier Financial Advisors, LLC, dan Ritter Daniher Financial Advisory LLC / DE .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,533 | 206 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6,603 | 888 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 442 | 59 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 31 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12,608 | 2.42 | 1,696 | 9.07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,413 | 8.46 | 728 | 15.40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,334 | 28.96 | 986 | 37.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60 | 3.45 | 8 | 14.29 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 105,315 | 0.15 | 14 | 7.69 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 15,969 | 133.16 | 2,148 | 148.21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40,837 | 107.96 | 5,493 | 121.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7,945 | 396.25 | 1,069 | 428.71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,234 | 0.49 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 45 | 6 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 2,373 | 319 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 203 | 1.00 | 27 | 3.85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,489 | 200 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6,222 | 0.10 | 837 | 6.50 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 11,890 | 14.58 | 1,599 | 22.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,593 | 37.87 | 2,098 | 46.85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 61,873 | 10.05 | 8 | 14.29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,842 | 920 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37,102 | 68.21 | 4,990 | 79.11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15,249 | 3.67 | 2,051 | 10.39 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,147 | 19.76 | 1,365 | 27.48 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4,163 | 560 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,861 | 788 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1,602 | 215 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,067 | 0.85 | 144 | 7.52 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 2,248 | 302 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 21,400.00 | 29 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 210 | 0.96 | 28 | 3.70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 143,379 | 378.25 | 19,284 | 409.19 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 229 | 47.74 | 31 | 57.89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,303 | 444 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 500 | 100.00 | 67 | 116.13 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12,959 | 12.01 | 1,743 | 19.30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 339 | 46 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 1 |
