Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF includono Global Financial Private Client, LLC, Goldman Sachs Group Inc, Foundations Investment Advisors, LLC, Cullen/frost Bankers, Inc., Alpine Bank Wealth Management, Massmutual Trust Co Fsb/adv, Global Retirement Partners, LLC, e Cwm, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406.147 | 23,95 | 7.965 | 20,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48.686 | 0,83 | 955 | -2,15 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267.749 | 3,01 | 5.251 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39.575 | 11,71 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27.813 | 545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26.883 | 18,62 | 527 | 13,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20.867 | 44,31 | 409 | 37,71 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 122.398 | 17,77 | 2.400 | 14,34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11.253 | 221 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83.901 | 0,14 | 1.645 | -2,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48.041 | 942 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77.173 | 16,04 | 1.513 | 12,66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14.124 | 0,89 | 277 | -2,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164.770 | 79,82 | 3.223 | 74,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.651.784 | 16,81 | 52.001 | 13,40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11.752 | 1,21 | 230 | -1,71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43.307 | 57,63 | 849 | 53,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 113.924 | 89,60 | 2.234 | 84,17 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36.224 | 2,28 | 710 | -0,70 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 22.212 | 436 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7.410 | 145 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124.848 | 7,95 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13.369 | 3,89 | 262 | 1,16 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2.751 | 1,85 | 54 | -1,85 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671.076 | 0,13 | 13.240 | -2,78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 103.553 | 12,01 | 2.031 | 8,73 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 24.012 | 0,60 | 471 | -2,49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89.316 | 4,59 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 166.055 | 0,62 | 3.256 | -2,31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 5.185 | 102 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20.808 | 408 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2.097 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73.866 | 23,03 | 1.449 | 19,47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 37.373 | 15,98 | 755 | 13,90 |
