Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF includono Summit Wealth Group Llc / Co, Stark Wealth Management LLC, Concurrent Investment Advisors, LLC, Investmark Advisory Group LLC, LexAurum Advisors, LLC, Ascent Group, LLC, Us Bancorp \de\, e Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 522 | 0,19 | 22 | 22,22 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 6.357 | 66,24 | 268 | 95,62 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 180.350 | 1.715,66 | 7.604 | 2.023,74 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14.697 | 2,81 | 620 | 20,19 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5.282 | 223 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 44.347 | 3,16 | 1.764 | 20,92 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 77.890 | 186,27 | 3 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 15.086 | 4,87 | 636 | 22,78 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 14.157 | 2,65 | 597 | 19,92 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.076 | 16,18 | 509 | 26,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17.867 | 68,60 | 753 | 97,12 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 5.404 | 228 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.257 | 222 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 28.183 | 1,57 | 1.188 | 18,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 72.326 | 3,78 | 3.049 | 21,33 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19.814 | 16,45 | 835 | 36,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 71.875 | 4,58 | 3.032 | 22,36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24.398 | 0,01 | 1.029 | 16,95 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 152.392 | 6.425 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 26.804 | 1.130 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.630 | 280 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 28.886 | 182,34 | 1.218 | 230,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 86 | 4 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 704 | 46,97 | 30 | 70,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40.528 | 5,90 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.223 | 197,57 | 52 | 264,29 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 10.736.531 | 0,96 | 452.652 | 18,04 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4.841 | 204 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43.268 | 1,80 | 1.824 | 19,06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 237 | 10 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 76.716 | 181,95 | 3.234 | 229,66 |
