Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Professionally Managed Portfolios - Congress SMid Growth ETF meliputi Integrated Wealth Concepts LLC, Gibbs Wealth Management, Stifel Financial Corp, PFG Advisors, Quantinno Capital Management LP, Aptus Capital Advisors, LLC, Raymond James Financial Inc, CIBC Private Wealth Group, LLC, dan Comerica Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,430 | 232 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 29,138 | 2,999.79 | 909 | 3,392.31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,268 | 25.36 | 414 | 41.44 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 62,108 | 49.75 | 1,937 | 68.79 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8,283 | 258 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 272,040 | 10.00 | 8,482 | 24.01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96,254 | 3,001 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 214 | 7 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,114 | 222 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 901,247 | 18.62 | 28,101 | 33.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,390 | 75 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,917 | 60 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 77,840 | 2,427 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7,004,814 | 5.09 | 218 | 18.48 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 359,791 | 19.26 | 11,218 | 34.44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 15 | ||||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 67,059 | 2,091 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 250,996 | 3,894.21 | 7,826 | 4,423.70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 524,355 | 82.73 | 16,349 | 105.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11,610 | 362 |
