Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Zacks Trust - Zacks Earnings Consistent Portfolio ETF includono Carter Financial Group, INC., Advyzon Investment Management, LLC, Two Sigma Investments, Lp, Private Client Services, Llc, Arista Wealth Management, LLC, e Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 176.238 | 0,60 | 5.624 | 6,68 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25.543 | 9,34 | 815 | 16,10 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 50 | 100,00 | 2 | |||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 88.774 | 62,21 | 2.833 | 72,05 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 121.738 | 15,66 | 3.901 | 23,45 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 18.232 | 27,92 | 549 | 26,27 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 43.503 | 337,26 | 1.388 | 364,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.951 | 16,14 | 541 | 23,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 25.700 | 820 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 153.618 | 416,15 | 4.902 | 446,99 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14.627 | 0,03 | 467 | 4,02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 46.556 | 1.486 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 53.798 | 1.717 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 12.580 | 401 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 117.706 | 6,53 | 3.756 | 12,83 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 75.700 | 20,08 | 2.416 | 27,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65.851 | 0,67 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 50.045 | 130,64 | 1.597 | 144,79 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 161.628 | 13,14 | 5.158 | 19,99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11.874 | 1,04 | 379 | 7,08 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11.280 | 10,18 | 360 | 16,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.209 | 39 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 1.227.500 | 8,07 | 39.702 | 16,17 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 160.188 | 15,94 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 45.872 | 1.464 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19.146 | 611 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 33.348 | 19,56 | 1.064 | 26,82 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 1.325.844 | 1,71 | 42.308 | 8,44 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 55.590 | 5,08 | 1.791 | 13,72 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 455.124 | 25,59 | 14.523 | 33,18 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1.285 | 7,53 | 41 | 17,14 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20.805 | 6,42 | 664 | 12,76 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 272.965 | 16,13 | 8.710 | 23,16 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 15.900 | 507 |
