Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF meliputi Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Foronjy Financial Llc, BLVD Private Wealth, LLC, SRS Capital Advisors, Inc., Trail Ridge Investment Advisors, LLC, Ibex Wealth Advisors, dan Assetmark, Inc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Assetmark, Inc | 46 | 2 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 239,204 | 20.94 | 8,104 | 30.42 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,702 | 32.88 | 905 | 43.26 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 32,362 | 1.25 | 1,096 | 9.16 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17,055 | 22.66 | 578 | 32.34 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 34,176 | 1,158 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 154,233 | 2.07 | 5,225 | 10.07 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 37,700 | 20.46 | 1,277 | 29.91 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13,287 | 450 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 17,093 | 12.27 | 579 | 21.13 | ||||
2025-08-14 | 13F | Acas, Llc | 22,128 | 1.37 | 771 | 12.57 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 207,593 | 2.46 | 7,033 | 10.49 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 145,732 | 0.35 | 5,069 | 11.60 | ||||
2025-07-18 | 13F | Truist Financial Corp | 22,642 | 25.88 | 767 | 35.75 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 115,665 | 1.22 | 3,919 | 9.14 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,114 | 275 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7,337 | 11.18 | 249 | 19.81 | ||||
2025-07-15 | 13F | Optima Capital Llc | 63,731 | 1.49 | 2,159 | 9.43 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 134,762 | 3.22 | 4,566 | 11.31 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,635 | 170.25 | 55 | 189.47 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 149,668 | 16.55 | 5,073 | 25.76 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71,542 | 4.03 | 2 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 57,360 | 33.29 | 1,943 | 39.78 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,100 | 20.59 | 139 | 30.19 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 6,068 | 209 | ||||||
2025-08-07 | 13F | Encompass More Asset Management | 169,996 | 1.51 | 5,759 | 9.47 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 9,859 | 334 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 10,522 | 362 | ||||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26,600 | 155.50 | 901 | 175.54 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 9,308 | 315 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 230 | 8 | ||||||
2025-08-07 | 13F | Ibex Wealth Advisors | 6,057 | 205 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 8,236 | 279 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 189,383 | 11.73 | 6,416 | 20.49 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 7,755 | 17.86 | 263 | 23.58 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 170,172 | 9.41 | 5,765 | 17.99 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 22,748 | 86.23 | 771 | 101.04 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,823 | 22.37 | 1 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,388 | 1,495.40 | 47 | 2,250.00 |