Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di FlexShares Trust - FlexShares STOXX US ESG Select Index Fund meliputi Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, dan Spire Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 5,820 | 1.94 | 855 | 10.62 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 5,165 | 5.95 | 758 | 12.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,312 | 0.91 | 486 | 10.45 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 200 | 29 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 19 | 3 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 155 | 23 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,796 | 1.27 | 704 | 10.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,824 | 4.17 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,021 | 300 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 54 | 8 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11,014 | 68.46 | 1,617 | 83.96 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 1,456 | 214 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3,044 | 0.26 | 447 | 9.58 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 35,294 | 0.18 | 5,182 | 9.49 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,626 | 239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,588 | 1.54 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,720 | 17.49 | 399 | 28.71 |
