Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF includono AE Wealth Management LLC, Kingdom Financial Group LLC., CWA Asset Management Group, LLC, Howard Bailey Securities, Llc, LifeWealth Investments, LLC, Global Wealth Management Investment Advisory, Inc., Family Wealth Group, LLC, B.O.S.S. Retirement Advisors, LLC, Transce3nd, LLC, Lloyd Advisory Services, LLC., FSA Advisors, Inc., Decker Retirement Planning Inc., Citadel Advisors Llc, Flow Traders U.s. Llc, Guerra Advisors Inc, Pineridge Advisors LLC, Jane Street Group, Llc, Arcadia Wealth Management, LLC, Old Mission Capital Llc, e LifePlan Investment Advisors, 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Pineridge Advisors LLC | 16.152 | 408 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 17.772 | 449 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.875 | 603 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2.923 | 74 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 93.816 | 2.371 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 267.790 | 6.768 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 57.632 | 1.457 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 14.207 | 359 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8.366 | 211 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 247 | 6 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 468.682 | 11.845 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 24.427 | 617 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 1.739.013 | 43.950 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.541 | 393 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 23.058 | 1 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1.210.812 | 30.601 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 69.417 | 1.754 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 205 | 5 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 237.264 | 5.996 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 883.642 | 22.332 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5.248.695 | 132.651 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.478 | 341 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 156.664 | 3.959 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 8.647 | 219 |
