Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco CurrencyShares Swiss Franc Trust meliputi Benjamin Edwards Inc, Confluence Investment Management Llc, Hengehold Capital Management Llc, Raymond James Financial Inc, MONECO Advisors, LLC, David R. Rahn & Associates Inc., Pure Financial Advisors, Inc., Renaissance Technologies Llc, Encompass More Asset Management, Haven Private, LLC, James Investment Research Inc, Pekin Hardy Strauss, Inc., Creative Planning, CI Private Wealth, LLC, Carret Asset Management, Llc, PFG Investments, LLC, Efficient Advisors, LLC, Kingsview Wealth Management, LLC, Synergy Financial Management, LLC, dan Cooper Capital Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 16,402 | 14.29 | 1,834 | 27.29 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 99,594 | 11,135 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,941 | 107.78 | 552 | 143.17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14,400 | 121.54 | 1,610 | 146.78 | |||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 37 | 4 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,855 | 207 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51,300 | 1,610.00 | 5,735 | 1,805.32 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 116,500 | 529.73 | 13,025 | 601.35 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,500 | 40.78 | 1,621 | 56.92 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,138 | 910 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 342,214 | 38,260 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,688 | 189 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,834 | 205 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9,626 | 226.08 | 1,076 | 263.51 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 138 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,364 | 0 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 15,637 | 1,748 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 3,762 | 421 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,870 | 61.60 | 880 | 80.12 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 8,513 | 952 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27,396 | 3,063 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,913 | 82.91 | 1,667 | 103.79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5,590 | 625 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8,800 | 984 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2,295 | 257 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3,409 | 1,036.33 | 381 | 1,170.00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 143,339 | 16,025 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,908 | 549 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,187 | 580 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17,671 | 8.99 | 1,976 | 21.39 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,499 | 1,509 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 941 | 105 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 77,963 | 42.61 | 8,716 | 58.85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,402 | 269 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,545 | 14.72 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 25,053 | 126.60 | 2,801 | 152.48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127,895 | 112.79 | 14,299 | 137.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 391,893 | 43,814 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | 10.53 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 1,171 | 131 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4,500 | 45.16 | 503 | 61.74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,830 | 205 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,595 | 489.86 | 514 | 558.97 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,704 | 973 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,283 | 32,730.00 | 367 | 36,600.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 200 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,328 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 18,123 | 0.57 | 2,026 | 12.06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 185 | 21 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,520 | 22.03 | 282 | 35.75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65,526 | 7,326 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 381 | 43 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17,409 | 54.25 | 1,946 | 194,500.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73,000 | 503.95 | 8,161 | 572.79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2,278 | 255 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2,690 | 298 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,086 | 345 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,357 | 487 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,038 | 116 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 41,805 | 1.84 | 4,674 | 13.42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 10,900 | 1,208 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2,800 | 310 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 4,630 | 518 | ||||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 2,700 | 302 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,565 | 10,769.05 | 510 | 12,650.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,201 | 358 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18,200 | 2,035 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,997 | 3.52 | 3,130 | 15.33 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 8,258 | 923 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 7,316 | 818 |
