Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF includono rebel Financial LLC, Franklin Resources Inc, CIBC World Markets Inc., e Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Franklin Resources Inc | 29.869 | 544 | ||||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares | 5.225 | 10,21 | 95 | 11,90 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32.549 | 9,58 | 592 | 10,86 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 13.129 | 4,21 | 239 | 5,29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77.094 | 1,36 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.826 | 2,86 | 197 | 4,23 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 26.152 | 0,45 | 476 | 1,49 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 10.211 | 1,24 | 184 | 2,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 44.486 | 9,21 | 811 | 10,35 | ||||
| 2025-07-23 | 13F | Shariaportfolio, Inc. | 1.655.373 | 3,99 | 30.161 | 5,15 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 77.840 | 11,11 | 1.418 | 13,53 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34.188 | 0,25 | 623 | 1,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15.959 | 17,53 | 291 | 18,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26.735 | 0,37 | 487 | 1,46 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 127.572 | 15,16 | 2.324 | 16,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80.785 | 44,25 | 1.472 | 45,79 | ||||
| 2025-06-27 | NP | SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares | 109.868 | 8,32 | 1.990 | 10,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 76.077 | 0,53 | 1.386 | 1,69 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 22.936 | 1,24 | 418 | 2,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 108.467 | 55,20 | 1.976 | 56,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10.173 | 0,53 | 185 | 1,65 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.535 | 6,41 | 83 | 7,89 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 57.429 | 0,32 | 1.046 | 1,45 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1.099.763 | 5,60 | 20.038 | 6,77 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 212.431 | 3.870 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16.223 | 3,65 | 296 | 4,61 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15.876 | 289 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 48.129 | 336,39 | 877 | 342,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 539.483 | 52,81 | 9.829 | 54,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12.687 | 6,52 | 231 | 7,94 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15.339 | 3,09 | 279 | 4,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.604 | 102 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 21.029 | 0,49 | 383 | 1,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46.288 | 38,55 | 843 | 40,03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21.000 | 56,09 | 383 | 57,85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.523 | 24,23 | 28 | 22,73 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 29.898 | 14,00 | 545 | 15,25 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 | 0 |
