Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Destiny Tech100 Inc. includono Wiley Bros.-aintree Capital, Llc, HighPoint Advisor Group LLC, Credit Agricole S A, Raymond James Financial Inc, TD Waterhouse Canada Inc., Mount Yale Investment Advisors, LLC, Ancora Advisors, LLC, Hartland & Co., LLC, Ameritas Advisory Services, LLC, Toth Financial Advisory Corp, CIBC Private Wealth Group, LLC, Strategic Wealth Partners, Ltd., e Nova Wealth Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 299 | 11 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 15 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.542 | 312,48 | 249 | 344,64 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 200 | 227,87 | 8 | 250,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8.210 | 0,22 | 313 | 7,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.768 | 0 | ||||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 5.409 | 206 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.017 | 53,52 | 953 | 65,28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 90 | 3 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9.959 | 2,86 | 379 | 10,82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.350 | 35,00 | 51 | 45,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 25 | 1 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 40 | 2 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 150 | 6 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 750 | 1.400,00 | 28 | 1.300,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 193 | 7 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 102 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.230 | 5,38 | 237 | 13,40 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.954 | 182,52 | 646 | 204,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.134 | 10,74 | 43 | 19,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3.900 | 44,44 | 0 | |||||
| 2025-05-14 | 13F | Credit Agricole S A | 2.600 | 92 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.578 | 233 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58.497 | 8,52 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 250 | 9 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18.651 | 23,39 | 710 | 32,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.235 | 47 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 8.447 | 0,17 | 322 | 7,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20.398 | 94,17 | 777 | 109,16 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6.267 | 239 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 42.779 | 125,34 | 1.629 | 142,77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5.803 | 221 | ||||||
| 2025-06-30 | NP | PSP - Invesco Global Listed Private Equity ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18.826 | 69,27 | 698 | 14,80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 380 | 347,06 | 14 | 180,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7.371 | 281 |
