Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF includono Rps Advisory Solutions Llc, Stratos Wealth Advisors, LLC, Signal Advisors Wealth, LLC, Prime Capital Investment Advisors, LLC, Meridian Wealth Management, LLC, Avantax Advisory Services, Inc., Global Retirement Partners, LLC, Allworth Financial LP, Quaker Wealth Management, LLC, e Mid-American Wealth Advisory Group, 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5.950 | 312 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 252 | 0,80 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.655 | 1,45 | 1 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 389 | 20 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.139 | 84,40 | 479 | 98,34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.097 | 1,45 | 110 | 9,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119.679 | 62,49 | 6.269 | 74,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16.894 | 71,77 | 885 | 84,17 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 4.782 | 0,19 | 250 | 7,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64.225 | 0,54 | 3.364 | 7,89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 134 | 2,29 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.359 | 228 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7.490 | 6,39 | 392 | 14,29 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 71.636 | 2,56 | 3.752 | 10,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 899 | 1,58 | 47 | 9,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 22.291 | 0,57 | 1.168 | 7,86 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 65.761 | 0,00 | 3.445 | 7,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.050 | 212 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10.511 | 551 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77.632 | 2,78 | 4.066 | 10,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14.810 | 776 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.543 | 11,79 | 559 | 21,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.506 | 0,04 | 236 | 7,76 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1.515 | 2,02 | 80 | 9,72 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 22.832 | 1.196 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 954 | 14,53 | 50 | 22,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32.144 | 1.684 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6.161 | 82,17 | 323 | 95,15 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4.082 | 214 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.998 | 1,00 | 681 | 8,28 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 22.118 | 1.159 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6.544 | 343 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18.544 | 15,06 | 971 | 23,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 47.994 | 3,00 | 2.514 | 10,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 606 | 32 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 500 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 8 | 700,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.883 | 256 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4.892 | 2,32 | 256 | 9,87 |
