Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF meliputi Orion Portfolio Solutions, LLC, LPL Financial LLC, CFS Investment Advisory Services, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Koshinski Asset Management, Inc., Mowery & Schoenfeld Wealth Management, LLC, dan Morgan Stanley .
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | LPL Financial LLC | 144,331 | 3,571 | ||||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4,234 | 105 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 57,586 | 57.28 | 1 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,750,150 | 120,732.60 | 68,039 | 121,396.43 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,095 | 274 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 40,560 | 139.04 | 1,003 | 137.68 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,398 | 233 | ||||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 27,856 | 1 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 331,154 | 27.07 | 8,193 | 26.38 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,340,523 | 25.62 | 132,125 | 24.94 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 101,242 | 35.01 | 2,505 | 34.26 | ||||
2025-08-15 | 13F | Morgan Stanley | 901 | 22 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,251,361 | 105,753 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40,931 | 1,013 |