Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Trust for Professional Managers - Convergence Long/Short Equity ETF meliputi Wealth Enhancement Advisory Services, Llc, Global Retirement Partners, LLC, Fifth Third Securities, Inc., Liberty Square Wealth Partners Llc, Rps Advisory Solutions Llc, Apollon Wealth Management, LLC, Bank of New York Mellon Corp, COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Nova Wealth Management, Inc., dan New Millennium Group LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Good Life Advisors, LLC | 219,735 | 10.50 | 5,135 | 19.50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 34,571 | 21.77 | 808 | 31.65 | ||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 5,000 | 117 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 629,395 | 2.38 | 14,709 | 10.72 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 22,057 | 515 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33,520 | 48.19 | 783 | 60.45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 154,411 | 3,609 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 118,987 | 148.54 | 2,781 | 168.86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70,058 | 2 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 553 | 13 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80,839 | 90.58 | 1,889 | 106.22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 69,495 | 1,624 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 115,927 | 2,709 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 144,978 | 27.84 | 3,388 | 38.29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193,283 | 4,556 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 9,665 | 2.44 | 226 | 10.84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40,965 | 42.15 | 957 | 62.48 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 14,777 | 345 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,717 | 204 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 179,636 | 3.46 | 4,181 | 13.55 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 59,093 | 84.03 | 1,381 | 99.28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,922 | 209 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19,323 | 94.06 | 0 |
