Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The Alger ETF Trust - Alger AI Enablers & Adopters ETF includono Sunrise Financial Services, LLC, Proactive Wealth Strategies LLC, Independent Advisor Alliance, XML Financial, LLC, Capital Investment Advisory Services, LLC, GHP Investment Advisors, Inc., Us Bancorp \de\, e Tradewinds Capital Management, LLC .
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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 99.093 | 2,51 | 3.274 | -6,19 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 81.658 | 2.698 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 25.710 | 0,30 | 849 | -8,22 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 176 | 6 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10.872 | 5,46 | 359 | -3,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27.400 | 54,05 | 905 | 40,97 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136.396 | 10,12 | 4.507 | 0,76 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 101 | 3 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 50.556 | 3,96 | 1.670 | -4,90 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 485 | 870,00 | 16 | 1.500,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 18.697 | 199,87 | 618 | 174,22 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 12.727 | 30,60 | 407 | 22,22 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 681.984 | 12,05 | 22.533 | 2,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.082.830 | 11,00 | 35.777 | 1,56 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.427 | 1,23 | 245 | -7,20 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41.449 | 1.369 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 318.822 | 2.591,39 | 10.534 | 2.366,74 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 17.910 | 592 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 62.887 | 187,72 | 2.078 | 163,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 46.842 | 143,93 | 1.548 | 123,23 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.520 | 116 | ||||||
| 2026-05-15 | 13F | Fred Alger Management, Llc | 28.104 | 11,33 | 929 | 1,87 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 9.576 | 1,39 | 316 | -7,33 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.816 | 6.321,33 | 159 | 7.850,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50.976 | 4,25 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 35.036 | 3,81 | 1.158 | -5,01 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 111.149 | 15,43 | 3.672 | 5,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 45.348 | 18,14 | 1.498 | 8,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 39.359 | 106,29 | 1.300 | 88,95 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 55.613 | 6,92 | 1.837 | -2,18 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 138 | 5 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17.682 | 584 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 42.978 | 254,34 | 1.420 | 224,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8.601 | 34,60 | 290 | 21,43 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 158.006 | 3,80 | 5.221 | -5,02 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 197.480 | 35,21 | 7.131 | 142.520,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 226.935 | 23,57 | 7.498 | 13,06 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 23.267 | 8,36 | 769 | 0,66 | ||||
| 2026-05-13 | 13F | Nwm Advisors, Llc | 73.895 | 3,76 | 2.441 | -5,06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1.155.852 | 35,92 | 38.189 | 24,37 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 111.650 | 3.689 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 138.114 | 25.011,64 | 4.563 | 23.915,79 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 46.914 | 34,22 | 1.550 | 22,82 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 23.080 | 2,64 | 1 | |||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 32.701 | 6,24 | 1.080 | -2,79 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 6.280 | 207 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.731 | 4.631,00 | 156 | 5.100,00 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 34.373 | 10,95 | 1.136 | 1,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 27.162 | 5,87 | 897 | -3,13 |
