Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF includono Conservest Capital Advisors, Inc., StoneX Group Inc., Advyzon Investment Management, LLC, Proffitt & Goodson Inc, Smithfield Trust Co, American National Bank, ENDW - Cambria Endowment Style ETF, Montag A & Associates Inc, MAI Capital Management, Nemes Rush Group LLC, e Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 71.391 | 45,30 | 2.307 | 59,99 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65.160 | 0,15 | 2.106 | 10,27 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 11.777 | 515,95 | 381 | 578,57 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 45.065 | 3,53 | 1.457 | 14,02 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 25 | 1 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 288 | 0,35 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 | 20,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.679 | 0,09 | 281 | 10,24 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 61 | 2 | ||||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 14.299 | 4,77 | 462 | 15,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39.386 | 124,87 | 1.273 | 147,47 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 38.335 | 5,61 | 1.266 | 21,38 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 66 | 2 | ||||||
| 2025-07-16 | 13F | American National Bank | 28 | 1 | ||||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 137 | 4 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 32 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 453.084 | 1,02 | 14.644 | 11,24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 55 | 2 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52.008 | 344,74 | 1.681 | 389,80 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 82.065 | 1,61 | 2.652 | 11,90 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 29 | 0 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 365.866 | 0,54 | 12 | 10,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 109 | 23,86 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180.345 | 6,71 | 5.829 | 17,50 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13.964 | 451 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 24 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146.049 | 4,21 | 4.720 | 14,76 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 220 | 4,27 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1.121 | 0,36 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70.174 | 38,31 | 2.268 | 52,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 109 | 4 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 125 | 400,00 | 4 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 1,27 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.126.930 | 36.420 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17.060 | 67,35 | 551 | 84,28 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7.826 | 227 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 39.559 | 0,06 | 1.279 | 10,17 | ||||
| 2025-08-12 | 13F | Bokf, Na | 380 | 153,33 | 12 | 200,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2.295 | 74 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.320 | 204 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12.646 | 0,35 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 692 | 0,44 | 22 | 10,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 249 | 9,21 | 8 | 33,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.264 | 3,61 | 41 | 11,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 | 1 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 146.060 | 0,66 | 4.721 | 10,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.198 | 0,27 | 71 | 10,94 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6.220 | 201 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 4.111 | 0,34 | 133 | 10,00 |
