Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di AdvisorShares Trust - AdvisorShares Focused Equity ETF meliputi Perennial Investment Advisors, LLC, Aviso Financial Inc., Raymond James Financial Inc, Bank Of Montreal /can/, dan Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,254 | 0.46 | 228 | 8.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 3,025 | 202.50 | 198 | 209.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6,844 | 13.84 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,231 | 86 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11,245 | 7.91 | 787 | 15.40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,834 | 1.54 | 268 | 8.50 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 7,907 | 1.28 | 554 | 8.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 85,650 | 52.20 | 5,996 | 62.73 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 41,434 | 5.05 | 2,901 | 12.32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,861 | 52.33 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 12,431 | 38.35 | 870 | 47.96 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 3,114 | 218 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,795 | 336 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,565 | 72.93 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 47 | 3 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 13,299 | 0.48 | 931 | 7.39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,525 | 3.79 | 597 | 10.99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3,717 | 0 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 64,687 | 184.45 | 4,528 | 204.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,816 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35,671 | 9.60 | 2,497 | 17.23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 372 | 86.00 | 26 | 100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 275 | 19 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,045 | 283 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 330 | 0.30 | 23 | 9.52 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 122,115 | 3.66 | 8,549 | 10.84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4,238 | 17.10 | 297 | 25.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 103,776 | 17.26 | 7,265 | 25.37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 84,522 | 6.42 | 5,917 | 13.79 |
