Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Brookfield Wealth Solutions Ltd. includono
Citadel Advisors Llc,
Alliancebernstein L.p.,
Schonfeld Strategic Advisors LLC,
Arkadios Wealth Advisors,
Woodbridge CO LTD,
WSML - iShares MSCI World Small-Cap ETF,
Strategic Wealth Partners, Ltd.,
Deutsche Bank Ag\,
GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF,
Raymond James Financial Inc,
NewSquare Capital LLC,
Sagard Holdings Management Inc.,
Trust Co Of Vermont,
Geneos Wealth Management Inc.,
Hilltop National Bank,
Scarborough Advisors, LLC,
e
Larson Financial Group 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.
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
(%) |
| 2025-08-14 |
13F |
D. E. Shaw & Co., Inc.
|
|
|
|
8.465 |
|
524 |
|
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
54.870 |
13,44 |
3.390 |
34,32 |
|
| 2025-05-27 |
NP |
FDT - First Trust Developed Markets ex-US AlphaDEX Fund
|
|
|
|
17.541 |
1,59 |
917 |
-7,75 |
|
| 2025-08-12 |
13F |
Aviso Financial Inc.
|
|
|
|
19 |
72,73 |
1 |
|
|
| 2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
267 |
|
17 |
|
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
42.402 |
|
2.620 |
|
|
| 2025-07-21 |
13F |
Hilltop National Bank
|
|
|
|
2 |
|
0 |
|
|
| 2025-07-28 |
NP |
AVDVX - Avantis International Small Cap Value Fund Institutional Class
|
|
|
|
7.300 |
15,87 |
428 |
16,99 |
|
| 2025-07-18 |
13F |
Trust Co Of Vermont
|
|
|
|
11 |
|
1 |
|
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
1.215 |
1.235,16 |
75 |
1.775,00 |
|
| 2025-08-11 |
13F |
TD Waterhouse Canada Inc.
|
|
|
|
2.478 |
2,74 |
153 |
19,53 |
|
| 2025-08-14 |
13F |
Woodbridge CO LTD
|
|
|
|
2.034 |
|
126 |
|
|
| 2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
4.773 |
8,85 |
294 |
28,38 |
|
| 2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
1.041 |
|
64 |
|
|
| 2025-07-29 |
NP |
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
788 |
3,68 |
46 |
4,55 |
|
| 2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
62.769 |
400,59 |
3.873 |
491,15 |
|
| 2025-08-05 |
13F |
Scarborough Advisors, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-28 |
NP |
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
231 |
4,05 |
14 |
27,27 |
|
| 2025-08-11 |
13F |
Strategic Wealth Partners, Ltd.
|
|
|
|
1.593 |
|
98 |
|
|
| 2025-08-27 |
NP |
QCGLRX - Global Equities Account Class R1
|
|
|
|
487 |
7,74 |
30 |
30,43 |
|
| 2025-08-14 |
13F |
Sagard Holdings Management Inc.
|
|
|
|
19 |
|
1 |
|
|
| 2025-06-24 |
NP |
SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
4.954 |
12,26 |
267 |
-1,12 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
16.852 |
0,71 |
1.041 |
19,24 |
|
| 2025-08-14 |
13F |
Toronto Dominion Bank
|
|
|
|
166.736 |
2,88 |
10.278 |
21,41 |
|
| 2025-08-14 |
13F |
Federation des caisses Desjardins du Quebec
|
|
|
|
8.630 |
49,57 |
488 |
62,67 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-05-08 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
10 |
|
1 |
|
|
| 2025-07-23 |
13F |
Shell Asset Management Co
|
|
|
|
1.168 |
1,13 |
0 |
|
|
| 2025-08-13 |
13F |
Mackenzie Financial Corp
|
|
|
|
59.021 |
12,57 |
3.651 |
33,26 |
|
| 2025-08-07 |
13F |
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
6.367 |
0,36 |
393 |
18,73 |
|
| 2025-08-28 |
NP |
SPDW - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
11.583 |
3,17 |
715 |
21,84 |
|
| 2025-08-14 |
13F |
Schonfeld Strategic Advisors LLC
|
|
|
|
4.303 |
|
266 |
|
|
| 2025-08-20 |
NP |
HWTIX - International Small Cap Diversified Value Fund Class Z
|
|
|
|
370 |
12,12 |
23 |
29,41 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
1.376 |
0,22 |
85 |
19,72 |
|
| 2025-07-22 |
NP |
GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
584 |
|
34 |
|
|
| 2025-07-28 |
13F |
Td Asset Management Inc
|
|
|
|
112.106 |
183,78 |
6.916 |
235,08 |
|
| 2025-06-26 |
NP |
DFIS - Dimensional International Small Cap ETF
|
|
|
|
728 |
113,49 |
39 |
116,67 |
|
| 2025-06-26 |
NP |
IXUS - iShares Core MSCI Total International Stock ETF
|
|
|
|
26.130 |
0,67 |
1.407 |
-11,29 |
|
| 2025-08-11 |
13F |
FSA Wealth Management LLC
|
|
|
|
2 |
|
0 |
|
|
| 2025-06-26 |
NP |
IDEV - iShares Core MSCI International Developed Markets ETF
|
|
|
|
29.667 |
9,67 |
1.598 |
-3,39 |
|
| 2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
1.942 |
|
114 |
|
|
| 2025-07-15 |
13F |
Public Employees Retirement System Of Ohio
|
|
|
|
8.777 |
28,66 |
542 |
51,97 |
|
| 2025-08-05 |
13F |
NewSquare Capital LLC
|
|
|
|
45 |
|
3 |
|
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
6.687 |
|
413 |
|
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
301 |
5,24 |
19 |
28,57 |
|
| 2025-07-28 |
NP |
AVDS - Avantis International Small Cap Equity ETF
|
|
|
|
1.143 |
80,57 |
67 |
83,33 |
|
| 2025-08-28 |
NP |
SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
12.807 |
172,08 |
790 |
222,45 |
|
| 2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
5.868 |
|
363 |
|
|
| 2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
18.756 |
21,37 |
1.159 |
43,67 |
|
| 2025-08-29 |
NP |
MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
2.920 |
2,03 |
181 |
20,81 |
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
7 |
133,33 |
0 |
|
|
| 2025-08-04 |
13F |
Arkadios Wealth Advisors
|
|
|
|
3.350 |
|
207 |
|
|
