Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ALPS ETF Trust - ALPS Equal Sector Weight ETF includono HB Wealth Management, LLC, National Bank Of Canada /fi/, Ronald Blue Trust, Inc., Assetmark, Inc, e St Germain D J Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 4.715 | 143,67 | 207 | -15,23 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 19.876 | 78,92 | 871 | -37,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39.151 | 237,31 | 1.717 | 17,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6.483 | 284 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21.703 | 64,87 | 952 | -42,64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 471 | 200,00 | 21 | 5,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12.763 | 183,56 | 560 | -1,24 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27.985 | 171,44 | 1.227 | -5,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 160.322 | 181,35 | 7.029 | -2,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8.965 | 1.350,65 | 393 | 410,39 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9.029 | 177,64 | 396 | -3,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 742.042 | 231,57 | 32.536 | 15,41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 397.308 | 135,63 | 17.426 | -17,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91.954 | 731,56 | 4.032 | 189,58 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 4.800 | 200,00 | 210 | 4,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13.718 | 428,43 | 599 | 84,88 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1.200 | 200,00 | 53 | 4,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 32.450 | 201,86 | 1.423 | 5,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.424.257 | 239,80 | 62.448 | 18,27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5.814 | 200,00 | 255 | 4,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 133 | 202,27 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6.592 | 201,28 | 289 | 5,09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 54.669 | 160,69 | 2.397 | -9,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 280.662 | 325,88 | 12.306 | 48,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47.400 | 76,90 | 2.078 | -38,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.525 | 200,00 | 286 | 4,76 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 24 | |||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14.213 | 1 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7.509 | 200,00 | 329 | 4,44 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35.389 | 13.511,15 | 1.552 | 4.746,88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 28.152 | 200,00 | 1.234 | 4,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 238.109 | 198,09 | 10.440 | 3,76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.582 | 69 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29.227 | 201,71 | 1.282 | 5,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 900 | 200,00 | 39 | 5,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 400 | 18 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2.487 | 236,99 | 109 | 18,48 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4.785 | 200,00 | 210 | 4,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 66.026 | 392,62 | 3 | 100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 867 | 38 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1.773 | 200,00 | 78 | 4,05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25.973 | 207,52 | 1.139 | 7,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 289 | 389,83 | 13 | 71,43 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 156 | 200,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 922.171 | 205,85 | 40.434 | 6,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.746 | 164 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.308 | 160,56 | 57 | -8,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48.005 | 281,23 | 2.105 | 32,66 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.800 | 200,00 | 79 | 4,00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 20.574 | 201,14 | 902 | 4,88 |
