Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF meliputi Koss-Olinger Consulting, LLC, Lido Advisors, LLC, dan UBS Group AG .
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | UBS Group AG | 7,600 | 191 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 3,386 | 73.20 | 84 | 71.43 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21,373 | 536 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 28,404 | 1,124.31 | 712 | 1,127.59 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 76,917 | 6.25 | 1,928 | 5.24 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 53,751 | 7.59 | 1,348 | 6.57 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31,802 | 3.99 | 1 | |||||
2025-08-05 | 13F | Huntington National Bank | 49 | -2.04 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 34,157 | 81.11 | 856 | 79.45 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,194 | 23.78 | 130 | 22.64 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 11,108 | 35.78 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10,813 | 32.03 | 271 | 30.92 | ||||
2025-08-15 | 13F | Morgan Stanley | 20,879 | 17.51 | 523 | 16.48 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 31,532 | 124.51 | 791 | 122.54 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 142,218 | 11.01 | 3,565 | 9.93 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,592 | 23.61 | 90 | 23.29 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 9,420 | 0.89 | 236 | 0.00 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 16,842 | 422 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 11,298 | 27.39 | 283 | 26.34 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 13,937 | 20.25 | 349 | 19.11 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 32,273 | 28.22 | 809 | 27.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 17,967 | 288.90 | 450 | 284.62 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 123,450 | 0.43 | 3,095 | -0.58 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 9,500 | 238 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 19,740 | 9.36 | 495 | 8.10 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 149,009 | 11.87 | 3,736 | 10.77 |