Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ETF Opportunities Trust - American Conservative Values ETF meliputi Cito Capital Group, LLC, dan RMG Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Merit Financial Group, LLC | 5,918 | 0.17 | 279 | 10.71 | ||||
2025-08-14 | 13F | Cito Capital Group, LLC | 11,000 | 1 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,857 | 36.35 | 465 | 50.16 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 11,683 | 1.46 | 551 | 11.56 | ||||
2025-08-14 | 13F | Betterment LLC | 6,630 | 1.45 | 0 | |||||
2025-08-13 | 13F | Victory Financial Group, Llc | 5,582 | 3.72 | 263 | 14.35 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 4,346 | 0.14 | 205 | 10.27 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 23,780 | 6.91 | 1,121 | 17.75 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 8,219 | 1.51 | 388 | 11.85 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5,798 | 1.42 | 273 | 11.89 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 1,762 | 84 | ||||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 7,250 | 45.00 | 342 | 59.35 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,997 | 0.06 | 0 | |||||
2025-08-07 | 13F | Encompass More Asset Management | 21,236 | 15.76 | 1,001 | 27.52 | ||||
2025-08-14 | 13F | Fmr Llc | 1 | 0 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 29,861 | 0.87 | 1 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44,071 | 1.95 | 2 | 100.00 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 4,962 | 0.16 | 234 | 8.33 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 22,093 | 0.50 | 1,042 | 10.63 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 10,443 | 0.01 | 493 | 10.07 | ||||
2025-08-12 | 13F | LPL Financial LLC | 156,380 | 48.74 | 7,374 | 63.83 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,066 | 0.17 | 286 | 10.42 | ||||
2025-08-14 | 13F | Clg Llc | 4,794 | 0.17 | 226 | 10.78 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 6,428 | 303 |