Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Lattice Strategies Trust - Hartford Multifactor US Equity ETF meliputi Envestnet Portfolio Solutions, Inc., Goldman Sachs Group Inc, dan Quest 10 Wealth Builders, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 1,000 | 54 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 76,266 | 24.52 | 4,095 | 31.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 199,191 | 9.55 | 10,695 | 15.94 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 63,316 | 1.29 | 3,399 | 7.19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56,262 | 121.20 | 2,999 | 134.95 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16,544 | 248.37 | 888 | 270.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 12,822 | 1.94 | 688 | 7.84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22,488 | 18.45 | 1,207 | 25.34 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 20,187 | 0.25 | 1,084 | 6.07 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 71,933 | 3.06 | 3,890 | 9.89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 25,135 | 32.19 | 1,349 | 39.94 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6,681 | 51.84 | 359 | 60.54 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5,727 | 307 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11,964 | 19.32 | 642 | 26.38 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 350 | 18 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,525 | 103.50 | 565 | 115.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 45,903 | 13.59 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,338 | 236 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,152 | 0.20 | 384 | 5.80 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,705 | 25.50 | 628 | 32.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 500,854 | 16.72 | 26,891 | 23.53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 36,176 | 2,454.80 | 1,942 | 2,635.21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,172 | 0.37 | 117 | 6.42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 126,571 | 7.15 | 6,796 | 13.40 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20,829 | 17.76 | 1,118 | 24.64 | ||||
| 2025-08-13 | 13F/A | Hartford Funds Management Co LLC | 914,370 | 0.26 | 49,093 | 6.11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,135 | 652 |
