Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Strategy Shares - Eventide High Dividend ETF includono O'Connor Financial Group LLC, Geneos Wealth Management Inc., Susquehanna International Group, Llp, SageOak Financial, LLC, AIFG Consultants Ltd., Financial Advocates Investment Management, OneAscent Investment Solutions LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Royal Bank Of Canada, e GeoWealth Management, 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 | Ronald Blue Trust, Inc. | 3.023 | 97,32 | 77 | 100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334.248 | 20,35 | 8.491 | 22,83 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 9.195 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37.178 | 944 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 510.605 | 3.276,12 | 12.971 | 3.349,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123.502 | 190,22 | 3.137 | 196,22 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 264.553 | 10,63 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 273.505 | 4,17 | 6.948 | 6,30 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10.457 | 266 | ||||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 6.192 | 12,64 | 157 | 15,44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44.958 | 1.142 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131.359 | 13,66 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68.351 | 143,75 | 1.736 | 149,07 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 27.762 | 6,92 | 705 | 9,13 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 209.941 | 5.381 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 31.609 | 803 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 869 | 21,37 | 22 | 29,41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17.054 | 8,60 | 433 | 11,03 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 37.770 | 22,79 | 959 | 25,36 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 900.997 | 27,29 | 23 | 29,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31.242 | 37,77 | 794 | 40,60 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 35.159 | 3,43 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.247 | 32 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 29.518 | 750 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 30.295 | 4,86 | 770 | 6,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6.423 | 163 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 907.915 | 5,89 | 23.064 | 8,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21.105 | 1.910,00 | 536 | 1.961,54 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 542 | 14 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32.798 | 1,26 | 833 | 3,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52.276 | 48,59 | 1.328 | 51,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 169.778 | 19,14 | 4.351 | 22,70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10.113 | 0,76 | 257 | 2,81 |
