Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Quaker Investment Trust - CCM Affordable Housing MBS ETF meliputi Flow Traders U.s. Llc, OneAscent Family Office, LLC, Financial Network Wealth Management LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33,267 | 17.44 | 570 | 17.32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20,195 | 0.05 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 35,578 | 154.42 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,806 | 0.90 | 65 | 1.56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,031 | 172 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 11,130 | 0 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 112,989 | 25.70 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 58,751 | 53.30 | 1,006 | 53.12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16,201 | 9.75 | 278 | 9.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 945,950 | 2.70 | 16,204 | 2.58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,675 | 63 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19,278 | 16.34 | 330 | 16.20 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,249 | 0 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 270,765 | 532.45 | 4,638 | 531.88 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 33,273 | 36.95 | 570 | 36.78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,320 | 29.04 | 314 | 28.81 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 4,048 | 0 |
