Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Bridgewater All Weather ETF includono AE Wealth Management LLC, Citadel Advisors Llc, SMART Wealth LLC, Mariner, LLC, SRGAX - Stringer Growth Fund Class A Shares, Atria Investments Llc, Evoke Wealth, Llc, Wealth Enhancement Advisory Services, Llc, Sheets Smith Wealth Management, Susquehanna International Group, Llp, Kestra Advisory Services, LLC, International Private Wealth Advisors LLC, Rps Advisory Solutions Llc, Commonwealth Equity Services, Llc, Virtu Financial LLC, Oppenheimer & Co Inc, Private Advisor Group, LLC, Family Management Corp, Truist Financial Corp, e Weaver Consulting Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58.806 | 1.533 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8.500 | 222 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 95.540 | 2.491 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 29.964 | 781 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 67.962 | 1.772 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 174.069 | 4.538 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14.398 | 375 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15.762 | 0 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 22.936 | 144,21 | 598 | 152,97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.997 | 52 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.576 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 113.776 | 2.966 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8.750 | 228 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 2.199 | 57 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 114 | 31,03 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 103 | 3 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 846 | 22 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3.979 | 104 | ||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 1.310.500 | 0,77 | 34.165 | 4,41 | ||||
| 2025-08-14 | 13F | Family Management Corp | 11.838 | 309 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 20.878 | 544 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 690.758 | 18.008 | ||||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 103.211 | 2.610 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 55.888 | 12,71 | 1.457 | 16,84 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 45.115 | 1.176 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 425 | 11 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41.186 | 1.074 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12.490 | 326 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 641 | 17 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4.000 | 104 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 750 | 20 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35.199 | 918 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 8.235 | 215 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.574 | 51,81 | 197 | 57,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 184.237 | 4.803 |
