Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF meliputi Orion Portfolio Solutions, LLC, LPL Financial LLC, Mowery & Schoenfeld Wealth Management, LLC, dan Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 2,378 | 63 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,279 | 684.66 | 34 | 725.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,191,614 | 86,311.46 | 31,351 | 89,474.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 63,776 | 1,678 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,678 | 67.09 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 10,988 | 5.82 | 289 | 7.04 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 91,131 | 91.48 | 2,414 | 91.13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2,270,308 | 36.53 | 59,732 | 37.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94,665 | 28.76 | 2,491 | 29.96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 323 | 8 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1,662,813 | 43,350 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,988 | 5.82 | 289 | 7.04 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 93,657 | 0.03 | 2,464 | 0.98 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 98,378 | 0.28 | 2,588 | 1.21 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 31,929 | 42.74 | 845 | 43.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
