Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Summit State Bank meliputi DFSU - Dimensional US Sustainability Core 1 ETF .
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 | Caldwell Securities, Inc | 349,264 | 11.55 | 3,786 | 31.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,170 | 11.76 | 229 | 31.61 | ||||
| 2025-06-26 | NP | DFSU - Dimensional US Sustainability Core 1 ETF | 557 | 5 | ||||||
| 2025-06-26 | NP | DFSV - Dimensional US Small Cap Value ETF | 1,516 | 37,800.00 | 14 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | DFAT - Dimensional U.S. Targeted Value ETF | 2,419 | 173.33 | 22 | 250.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48 | 17.07 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 1,354 | 20.25 | 15 | 40.00 | ||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 55,376 | 1.20 | 600 | 18.81 | ||||
| 2025-08-13 | 13F | M3F, Inc. | 352,850 | 17.06 | 4 | 50.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 15,727 | 8.62 | 170 | 27.82 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 79,749 | 4.59 | 864 | 22.90 | ||||
| 2025-07-24 | NP | FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,053 | 12.92 | 69 | 32.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10,739 | 1,073,800.00 | 116 | |||||
| 2025-08-28 | NP | IWC - iShares Micro-Cap ETF | 13,670 | 8.06 | 148 | 27.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 |
