Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Columbia ETF Trust I - Columbia U.S. Equity Income ETF meliputi Congress Wealth Management LLC / DE /, Intrua Financial, LLC, Envestnet Asset Management Inc, Wealth Enhancement Advisory Services, Llc, dan Smith, Moore & 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Archer Investment Corp | 1,663 | 0.30 | 75 | -1.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,795 | 19.18 | 576 | 17.31 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,660 | 180.59 | 345 | 178.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 95,499 | 52.86 | 4,301 | 50.49 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 14,858 | 13.20 | 669 | 11.50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,727 | 22.63 | 528 | 20.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 | 100.00 | 0 | |||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 4,525 | 1.80 | 204 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,647 | 0.33 | 975 | -1.32 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 26,021 | 2.38 | 1,172 | 0.77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,430 | 248 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65,817 | 1.03 | 2,964 | -0.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,348,261 | 110.02 | 60,726 | 106.72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,272 | 377.59 | 958 | 371.92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 52,371 | 56.03 | 2 | 100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,408 | 41.42 | 1,279 | 39.17 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4,927 | 222 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,596 | 252 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60,342 | 256.97 | 2,718 | 251.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6,950 | 313 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 35,396 | 1,594 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5,214 | 235 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 851 | 0.47 | 38 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66,044 | 3.83 | 2,975 | 2.20 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 655,874 | 2.81 | 29,540 | 1.19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,998 | 3,899.33 | 540 | 4,053.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,514 | 429 |
