Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF meliputi Wedbush Securities Inc, Gts Securities Llc, Citadel Advisors Llc, Concentric Capital Strategies, LP, Cetera Investment Advisers, Bramshill Investments, LLC, Krilogy Financial LLC, Envestnet Asset Management Inc, Snowden Capital Advisors LLC, Cambridge Investment Research Advisors, Inc., Garden State Investment Advisory Services LLC, Griffin Asset Management, Inc., Stifel Financial Corp, MADDEN SECURITIES Corp, Brown Advisory Inc, HighTower Advisors, LLC, First Heartland Consultants, Inc., Commonwealth Equity Services, Llc, Kestra Advisory Services, LLC, dan Marino, Stram & Associates 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 777 | 21 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 500 | 0 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 7 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 9,627 | 261 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 394 | 11 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 76 | 2 | ||||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 156,715 | 4,249 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,850 | 50 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19,927 | 540 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,963 | 406 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1,000 | 27 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 350 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 288 | 8 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,700 | 155 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21,714 | 589 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 232,391 | 6,300 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 184 | 5 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9,189 | 249 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 33,586 | 911 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,578 | 69 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,307 | 35 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,078 | 1 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 18 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 50 | 1 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 332,717 | 9 | ||||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 19,835 | 538 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 38 | 1 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 565 | 15 | ||||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 21,224 | 575 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,660 | 885 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 179,923 | 4,878 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,016 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 17,670 | 479 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78,093 | 2,117 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,147 | 0 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13,127 | 356 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24,885 | 675 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 41,000 | 1,112 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 100 | 3 |
