Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Tidal Trust II - Roundhill Generative AI & Technology ETF includono Marshall Wace, Llp, Ashton Thomas Private Wealth, LLC, Equitable Holdings, Inc., Toroso Investments, LLC, Cetera Investment Advisers, Kcm Investment Advisors Llc, Brookstone Capital Management, Raymond James Financial Inc, Jpmorgan Chase & Co, Spire Wealth Management, Evolution Wealth Management Inc., Legacy Investment Solutions, LLC, Geneos Wealth Management Inc., Group One Trading, L.p., Larson Financial Group LLC, FSA Wealth Management LLC, Roble, Belko & Company, Inc, Armstrong Advisory Group, Inc, e Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 56 | 3 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 971 | 47 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 893 | 44 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4.720 | 230 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4.142 | 202 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 5.223 | 255 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.000 | 49 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 100 | 5 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 216 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.113 | 298 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 509 | 25 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7.571 | 23,07 | 369 | 72,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23.214 | 248,72 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11.017 | 1,57 | 537 | 42,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23.876 | 284,04 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 65.613 | 43,68 | 3.201 | 101,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11.400 | 225,71 | 556 | 359,50 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4.500 | 21,62 | 220 | 71,09 | |||
| 2025-08-14 | 13F | UBS Group AG | 244 | 144,00 | 12 | 266,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32.044 | 0,80 | 1.563 | 41,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 | 50,00 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4.707 | 230 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 259.180 | 16,24 | 12.643 | 62,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 10.984 | 55,38 | 536 | 117,48 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 6.400 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 206 | 10,75 | 10 | 66,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 250 | 12 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9.950 | 35,37 | 485 | 89,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.545 | 75 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13.393 | 60,63 | 653 | 125,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.283 | 127,08 | 63 | 226,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 47.226 | 9,50 | 2.304 | 53,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333 | 16 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.908 | 0,67 | 434 | 40,91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.300 | 63 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 282.650 | 14,69 | 13.788 | 60,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5.682 | 277 |
