Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Series Portfolios Trust - Eldridge AAA CLO ETF includono Ball & Co Wealth Management Inc., SRS Capital Advisors, Inc., Tower Research Capital LLC (TRC), Elequin Capital Lp, National Asset Management, Inc., J.w. Cole Advisors, Inc., Silverleafe Capital Partners, LLC, HighTower Advisors, LLC, Koshinski Asset Management, Inc., Inspire Advisors, LLC, Keudell/Morrison Wealth Management, Prostatis Group LLC, GWM Advisors LLC, Comerica Bank, Steward Partners Investment Advisory, Llc, Cedar Wealth Management, LLC, e Mount Yale Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59.060 | 52,99 | 1.512 | 53,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8.977 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12.091 | 1,25 | 310 | 1,64 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 19.678 | 504 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 306 | 0,33 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 91.199 | 2.335 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.063 | 488 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.487 | 38 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29.200 | 748 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 215 | 6 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.000 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8.000 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 136.635 | 3.498 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13.112 | 336 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 7 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 392 | 10 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 259.690 | 7 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 15.261 | 39,37 | 391 | 39,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.361 | 1.024,79 | 35 | 1.033,33 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 154.134 | 1,26 | 3.932 | 1,45 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 10.464 | 268 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 781 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23.650 | 605 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34.600 | 1.520,61 | 885 | 1.538,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14.521 | 372 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 68.889 | 46,76 | 1.764 | 47,28 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 70.479 | 171,68 | 1.804 | 172,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 555 | 0,36 | 14 | 0,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 46.933 | 49,69 | 1.201 | 50,31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 33.836 | 122,21 | 866 | 123,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26.071 | 667 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 187.480 | 136,58 | 4.799 | 137,46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126.860 | 3.248 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 12.262 | 314 |
