Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF includono Verus Capital Partners, Llc, Syntegra Private Wealth Group, LLC, Keebeck Wealth Management, LLC, Sax Wealth Advisors, Llc, Ethos Financial Group, LLC, Ameritas Advisory Services, LLC, Ameritas Investment Partners, Inc., Hollencrest Capital Management, e Creative Financial Designs Inc /adv .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | AE Wealth Management LLC | 43 | 59,26 | 3 | 100,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 290.428 | 8,10 | 19.926 | 16,93 | ||||
2025-08-12 | 13F | LPL Financial LLC | 647.204 | 5,03 | 44.405 | 13,60 | ||||
2025-08-15 | 13F | Morgan Stanley | 178.181 | 11,99 | 12.225 | 21,14 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177.532 | 1,74 | 11.261 | -6,65 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 3.549 | 0,14 | 247 | 15,49 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 649 | 45 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 90.763 | 12,88 | 6.227 | 12,04 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 173.626 | 4,10 | 11.913 | 12,60 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6.380 | 39,82 | 438 | 51,21 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 90.047 | 5,66 | 6.178 | 14,30 | ||||
2025-07-11 | 13F | Spence Asset Management | 38.107 | 4,20 | 3 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 6.937 | 8,83 | 476 | 17,57 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 48.556 | 5,49 | 3.331 | 14,11 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 381 | 0,26 | 26 | 8,33 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 29 | 2 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 599 | 49,75 | 41 | 64,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7.097 | 4,74 | 487 | 13,29 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 3.000 | 206 | ||||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 168.642 | 0,05 | 11.571 | 8,22 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 105.706 | 79,39 | 7.252 | 94,06 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 134.394 | 420,79 | 9.221 | 463,57 | ||||
2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 36 | 2 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17.104 | 1.174 | ||||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29.945 | 2,67 | 2.051 | 10,99 | ||||
2025-08-14 | 13F | Betterment LLC | 762.667 | 27,97 | 52 | 40,54 | ||||
2025-07-15 | 13F | McCarthy & Cox | 144.227 | 3,63 | 9.895 | 12,10 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 231.414 | 12,02 | 15.877 | 21,17 | ||||
2025-07-14 | 13F | Gries Financial Llc | 3.029 | 208 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 391 | 551,67 | 27 | 766,67 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 50.258 | 280,14 | 3.448 | 311,46 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 | 1 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.486 | 6,67 | 1.062 | 15,43 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 107.352 | 4,42 | 7 | 16,67 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 177.845 | 0,18 | 12.202 | 8,36 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 38.121 | 1,74 | 2.616 | 10,06 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 148.937 | 14,48 | 10.219 | 23,82 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3.590 | 246 | ||||||
2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3.810 | 4,01 | 261 | 12,50 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 94 | 46,88 | 6 | 50,00 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 24.870 | 1.706 | ||||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 96.836 | 11,12 | 6.644 | 20,19 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9.698 | 665 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 3.047 | 209 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 121.886 | 3,78 | 8.363 | 12,26 |