Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Global X Funds - Global X Lithium & Battery Tech ETF includono BLVD Private Wealth, LLC, Pinnbrook Capital Management Lp, J. Safra Sarasin Holding AG, Betterment LLC, Total Investment Management Inc, Kilter Group LLC, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., GKV Capital Management Co., Inc., Strategic Wealth Partners, Ltd., Atlantic Union Bankshares Corp, Smallwood Wealth Investment Management, LLC, CVA Family Office, LLC, Mount Yale Investment Advisors, LLC, e Quaker Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 8.693 | 66,44 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 2 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.523 | 47,02 | 481 | 45,45 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 4 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5.690 | 1,68 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 326 | 18,12 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 97 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 12.304 | 21,69 | 472 | 20,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.019 | 0,36 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39.508 | 8,40 | 1.517 | 7,28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 681 | 26 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.342 | 0,04 | 1.896 | -0,94 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 14.062 | 98,00 | 540 | 96,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 12 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22.033 | 9,01 | 846 | 7,91 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 49.544 | 2.143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 187 | 7 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.957 | 128,53 | 574 | 126,88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6.257 | 240 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 35 | 1 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.952 | 77,45 | 80 | 88,10 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38.226 | 134,17 | 1.468 | 131,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31.200 | 16,85 | 1.198 | 15,75 | |||
| 2025-08-29 | 13F | Total Investment Management Inc | 854 | 33 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 421 | 16 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43.119 | 16,44 | 1.656 | 15,25 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 6.064 | 11,72 | 233 | 10,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5.360 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13.398 | 1,90 | 514 | 0,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7.121 | 32,58 | 273 | 31,25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15.838 | 0,06 | 608 | -0,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39.540 | 10,75 | 1.492 | 7,96 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 133 | 2,31 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3.270 | 1.182,35 | 126 | 1.288,89 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 23.873 | 64,44 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0,29 | 26 | 0,00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 6.900 | 265 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 51,11 | 3 | 100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.448 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.603 | 0,68 | 369 | -0,54 | ||||
| 2025-08-08 | 13F | Pinnbrook Capital Management Lp | 38.515 | 1.479 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2.000 | 77 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 216 | 8 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 405 | 16 | ||||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 192.021 | 1,29 | 7.374 | 0,24 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6.050 | 0,88 | 232 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5.474 | 210 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.530 | 12,67 | 59 | 11,54 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 38.462 | 7,21 | 1.477 | 6,11 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43.728 | 1.679 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 680 | 26 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25.000 | 960 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 9 | 0 |
