Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The RBB Fund Trust - First Eagle Global Equity ETF includono Raymond James Financial Inc, Mount Yale Investment Advisors, LLC, Envestnet Asset Management Inc, Frontier Asset Management, LLC, Wiley Bros.-aintree Capital, Llc, Stifel Financial Corp, Kingsview Wealth Management, LLC, D.a. Davidson & Co., Rps Advisory Solutions Llc, Marcum Wealth, LLC, LPL Financial LLC, Atlas Wealth LLC, Sigma Planning Corp, New England Private Wealth Advisors LLC, HighTower Advisors, LLC, DAVENPORT & Co LLC, Truist Financial Corp, Lighthouse Wealth Management Inc., Nations Financial Group Inc, /ia/ /adv, e Bill Few Associates, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.651 | 107 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68.649 | 2.771 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 226.702 | 372,48 | 9.152 | 407,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 62.545 | 717,05 | 2.525 | 779,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46.334 | 1.871 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5.033 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 83.805 | 1.423,73 | 3 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 146.207 | 5.902 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 107 | 42,67 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 5.403 | 218 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 39.091 | 156,87 | 1.578 | 176,36 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 14.706 | 594 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 52.591 | 1.976 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8.190 | 331 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 243.791 | 12,22 | 9.842 | 20,57 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 98.259 | 93,59 | 3.967 | 107,97 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 33.515 | 5,59 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 19.341 | 781 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25.750 | 1.040 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 57.141 | 2.307 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4.000 | 161 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27.097 | 1.094 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 620 | 25 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11.581 | 468 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 382.803 | 2.491,23 | 15.453 | 2.684,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41.061 | 177,21 | 2 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 220 | 57,14 | 9 | 60,00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1.000 | 40 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 32.991 | 1.332 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 | 1 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11.185 | 452 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 28.020 | 1.131 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 68.454 | 2.763 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.513.303 | 22,58 | 61.856 | 33,34 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 6.214 | 251 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 30.581 | 387,35 | 1.235 | 425,11 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 9.932 | 401 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 38.375 | 1.560 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 34.075 | 191,24 | 1.376 | 213,21 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 343.540 | 22,88 | 13.869 | 32,03 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 25.820 | 1.042 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29.613 | 214,83 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 61.010 | 11,98 | 2.463 | 20,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 464.635 | 18.757 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 20.049 | 79,49 | 809 | 93,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5.776 | 233 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11.275 | 455 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7.982 | 322 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 26.505 | 1.070 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48.501 | 14,45 | 1.958 | 22,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 240.100 | 10,45 | 9.693 | 18,67 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 347.971 | 14.048 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 140.255 | 6.476 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 27.955 | 1.129 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9.389 | 379 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 146.020 | 68,51 | 5.895 | 80,96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 74.565 | 3.010 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 287.269 | 33,98 | 11.597 | 43,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251.653 | 10.159 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 22.330 | 63,81 | 901 | 75,98 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5.000 | 202 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9.742 | 393 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 7.184 | 290 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13.762 | 12,65 | 556 | 20,92 |
