Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF meliputi Invenio Wealth Partners Llc, Cyndeo Wealth Partners, LLC, Td Private Client Wealth Llc, Ameritas Advisory Services, LLC, dan AE Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10,441 | 3.47 | 364 | 4.30 | ||||
2025-07-30 | 13F | Gimbal Financial | 47,543 | 152.28 | 1,658 | 154.29 | ||||
2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,865 | 34.56 | 65 | 38.30 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 293 | 51.81 | 10 | 66.67 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 18,723 | 653 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 1,806 | 94.61 | 63 | 93.75 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 389,600 | 2.91 | 13,589 | 3.75 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 16,458 | 9.10 | 574 | 10.17 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 194,604 | 0.88 | 6,788 | 1.69 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 7,321 | 255 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1,026,367 | 0.08 | 35,800 | 0.88 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 60 | 2 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 5,897 | 206 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 274,482 | 1.99 | 9,574 | 2.81 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,856 | 204 | ||||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 3,000 | 105 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 59,328 | 5.40 | 2,070 | 6.27 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 36,251 | 1.53 | 1,264 | 2.35 | ||||
2025-08-12 | 13F | Pacer Advisors, Inc. | 326,454 | 6.35 | 11,387 | 7.21 | ||||
2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 335,781 | 16.02 | 11,640 | 4.89 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 173,212 | 27.86 | 6,042 | 28.89 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 279,114 | 9,735 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,289,362 | 29.32 | 44,973 | 30.36 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 148,678 | 16.87 | 5,186 | 17.81 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 256,104 | 93.63 | 8,933 | 95.19 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 67,594 | 39.66 | 2,358 | 40.80 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,398 | 69,883.33 | 293 | |||||
2025-08-14 | 13F | Fmr Llc | 1,445 | 1.47 | 50 | 2.04 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 54,798 | 1,911 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 72,343 | 128.43 | 2,523 | 130.41 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 19,030 | 9.52 | 664 | 10.32 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 12,558 | 438 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 336 | 12 | ||||||
2025-07-21 | 13F | J2 Capital Management Inc | 106,430 | 3.66 | 3,712 | 4.50 |