Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco CurrencyShares Swiss Franc Trust includono Benjamin Edwards Inc, Confluence Investment Management Llc, Hengehold Capital Management Llc, Raymond James Financial Inc, MONECO Advisors, LLC, David R. Rahn & Associates Inc., Pure Financial Advisors, Inc., Renaissance Technologies Llc, Encompass More Asset Management, Haven Private, LLC, James Investment Research Inc, Pekin Hardy Strauss, Inc., Creative Planning, CI Private Wealth, LLC, Carret Asset Management, Llc, PFG Investments, LLC, Efficient Advisors, LLC, Kingsview Wealth Management, LLC, Synergy Financial Management, LLC, e Cooper Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 16.402 | 14,29 | 1.834 | 27,29 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 99.594 | 11.135 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.941 | 107,78 | 552 | 143,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14.400 | 121,54 | 1.610 | 146,78 | |||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 37 | 4 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.855 | 207 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51.300 | 1.610,00 | 5.735 | 1.805,32 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 116.500 | 529,73 | 13.025 | 601,35 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14.500 | 40,78 | 1.621 | 56,92 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.138 | 910 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 342.214 | 38.260 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.688 | 189 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1.834 | 205 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9.626 | 226,08 | 1.076 | 263,51 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 138 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4.364 | 0 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 15.637 | 1.748 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 3.762 | 421 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7.870 | 61,60 | 880 | 80,12 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 8.513 | 952 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27.396 | 3.063 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14.913 | 82,91 | 1.667 | 103,79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5.590 | 625 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8.800 | 984 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2.295 | 257 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3.409 | 1.036,33 | 381 | 1.170,00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 143.339 | 16.025 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.908 | 549 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5.187 | 580 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17.671 | 8,99 | 1.976 | 21,39 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13.499 | 1.509 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 941 | 105 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 77.963 | 42,61 | 8.716 | 58,85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2.402 | 269 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6.545 | 14,72 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 25.053 | 126,60 | 2.801 | 152,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127.895 | 112,79 | 14.299 | 137,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 391.893 | 43.814 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | 10,53 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 1.171 | 131 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4.500 | 45,16 | 503 | 61,74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.830 | 205 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.595 | 489,86 | 514 | 558,97 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8.704 | 973 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.283 | 32.730,00 | 367 | 36.600,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 200 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.328 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 18.123 | 0,57 | 2.026 | 12,06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 185 | 21 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.520 | 22,03 | 282 | 35,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65.526 | 7.326 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 381 | 43 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17.409 | 54,25 | 1.946 | 194.500,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73.000 | 503,95 | 8.161 | 572,79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2.278 | 255 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2.690 | 298 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3.086 | 345 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.357 | 487 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.038 | 116 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 41.805 | 1,84 | 4.674 | 13,42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 10.900 | 1.208 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2.800 | 310 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 4.630 | 518 | ||||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 2.700 | 302 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4.565 | 10.769,05 | 510 | 12.650,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3.201 | 358 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18.200 | 2.035 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27.997 | 3,52 | 3.130 | 15,33 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 8.258 | 923 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 7.316 | 818 |
