Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund includono Pasadena Private Wealth, LLC, Crescent Grove Advisors, LLC, Encompass More Asset Management, Savvy Advisors, Inc., Ferguson Shapiro LLC, Nbc Securities, Inc., ZEGA Investments, LLC, Silverlake Wealth Management Llc, Innovative Wealth Building LLC, WealthPLAN Partners, LLC, Archetype Wealth Partners, Tucker Asset Management Llc, Mosley Wealth Management, e Capital Advisor Network 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 266.781 | 657,75 | 3.724 | 635,97 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 36.860 | 33,67 | 515 | 29,80 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 18.259 | 255 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 34.917 | 50,55 | 487 | 46,25 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 255.488 | 215,49 | 3.567 | 206,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 63 | 1 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1.741.835 | 252,00 | 24.316 | 233,23 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28.788 | 23,08 | 402 | 19,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 347.457 | 5,42 | 4.850 | 2,26 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 44.681 | 10,19 | 624 | 6,86 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 41.516 | 580 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 874.397 | 10,99 | 12.207 | 7,67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 41.305 | 577 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 15.927 | 222 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 42.343 | 591 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 17.758 | 248 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 79 | 1 | ||||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 74.424 | 7,38 | 1.039 | 4,11 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 26.551 | 1,80 | 371 | -3,65 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.512 | 380,51 | 62 | 376,92 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 597.562 | 31,65 | 7.679 | 19,46 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 7.629 | 0 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4.897 | 181,44 | 69 | 183,33 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 11.049 | 154 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.225 | 2,40 | 59 | -1,69 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 49.736 | 120,70 | 597 | 87,74 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 195.386 | 281,41 | 2.718 | 273,21 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 473.811 | 6.614 | ||||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 246.621 | 13,97 | 3.443 | 10,57 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 55.005 | 768 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 118.666 | 1.657 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.379.568 | 8.282,36 | 19.259 | 8.060,17 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 196.782 | 21,23 | 2.747 | 17,64 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 184.770 | 153,20 | 2.579 | 145,62 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 772.951 | 91,84 | 10.790 | 86,13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 62.135 | 61,24 | 867 | 56,50 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 75.708 | 24,17 | 1.057 | 20,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.000 | 14 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 35.572 | 36,13 | 497 | 31,91 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 8 | 0 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 280.005 | 3.909 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 51.765 | 36,03 | 723 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 27.235 | 59,37 | 380 | 55,10 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 60.400 | 843 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2.286.833 | 31.924 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 392.471 | 3,80 | 5.479 | 0,70 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 134.046 | 62,77 | 1.871 | 57,89 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 249.785 | 3.393,01 | 3.487 | 3.285,44 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 306 | 3,73 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 35.622 | 40,05 | 497 | 35,79 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 8.383 | 2,96 | 117 | 0,00 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 30.472 | 20,53 | 425 | 17,08 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 191.973 | 2.680 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 36.383 | 50,23 | 508 | 45,69 |
