Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I includono
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Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
Data di deposito |
Fonte |
Investitore |
|
Tipo |
Prezzo medio (Stima) |
Azioni |
Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - VA Equity Allocation Portfolio Institutional Class
|
|
|
|
1.175.927 |
0,98 |
43.451 |
-6,88 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2060 Target Date Retirement Income Fund Institutional Class
|
|
|
|
856.124 |
4,83 |
31.634 |
-3,34 |
|
2025-07-29 |
NP |
FMVUX - Matson Money U.S. Equity VI Portfolio Institutional Class
|
|
|
|
218.148 |
125,29 |
6.876 |
80,85 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund Institutional Class
|
|
|
|
1.476.298 |
1,85 |
54.549 |
-6,08 |
|
2025-08-26 |
NP |
EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
|
|
|
|
366.269 |
146,76 |
13.409 |
119,50 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2035 Target Date Retirement Income Fund Institutional Class
|
|
|
|
910.324 |
0,03 |
33.637 |
-7,76 |
|
2025-08-26 |
NP |
EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
|
|
|
|
29.583 |
492,61 |
1.083 |
428,29 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2045 Target Date Retirement Income Fund Institutional Class
|
|
|
|
1.450.818 |
4,43 |
53.608 |
-3,71 |
|
2025-08-26 |
NP |
EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
|
|
|
|
179.070 |
259,07 |
6.556 |
219,44 |
|
2025-08-26 |
NP |
EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
|
|
|
|
349.004 |
237,15 |
12.777 |
199,93 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional 2065 Target Date Retirement Income Fund Institutional Class
|
|
|
|
295.668 |
12,67 |
10.925 |
3,89 |
|
2025-08-26 |
NP |
EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
|
|
|
|
5.306 |
214,71 |
194 |
181,16 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional Retirement Income Fund Institutional Class
|
|
|
|
113.468 |
30,80 |
4.193 |
20,60 |
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Dimensional 2055 Target Date Retirement Income Fund Institutional Class
|
|
|
|
1.045.025 |
4,41 |
38.614 |
-3,72 |
|
2025-08-12 |
13F |
Coston, McIsaac & Partners
|
|
|
|
2.755 |
0,22 |
0 |
|
|
2025-08-26 |
NP |
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
|
|
|
|
33.780 |
302,33 |
1.237 |
258,26 |
|