Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pacer Funds Trust - Pacer Cash Cows Fund of Funds ETF meliputi Clear Creek Financial Management, LLC, Convergence Financial, LLC, Ameritas Advisory Services, LLC, dan SRS Capital Advisors, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 485 | 1,112.50 | 19 | 1,800.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 218,116 | 0.18 | 8,688 | 6.51 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 365 | 15 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,774 | 90.00 | 110 | 103.70 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,461 | 4.92 | 178 | 11.32 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 10,565 | 7.60 | 421 | 6.87 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 248 | 10 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 203,554 | 1.29 | 8,108 | 7.71 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8,393 | 14.93 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 63,728 | 2,538 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 8,079 | 0.04 | 322 | 6.29 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19,867 | 791 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,545 | 141 | ||||||
2025-08-14 | 13F | Mariner, LLC | 7,251 | 21.87 | 289 | 29.73 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,426 | 12.14 | 344 | 22.06 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,132 | 13.20 | 45 | 21.62 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,109 | 16.95 | 403 | 24.46 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
2025-08-06 | 13F | Convergence Financial, LLC | 7,091 | 282 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,471 | 23.43 | 98 | 30.67 |