Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Tidal Trust II - Return Stacked Global Stocks & Bonds ETF meliputi BLVD Private Wealth, LLC, Private Advisory Group LLC, Mml Investors Services, Llc, Envestnet Asset Management Inc, Barnes Wealth Management Group, Inc, Aptus Capital Advisors, LLC, Cohalo Advisory LLC, True Wealth Design, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | WJ Interests, LLC | 1,708,092 | 3.61 | 44,769 | 15.90 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 38,442 | 1,008 | ||||||
2025-07-10 | 13F | Worth Asset Management, LLC | 17,019 | 6.90 | 446 | 19.57 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 192,663 | 5,050 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8,744 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,937 | 103 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 122,876 | 16.43 | 3,221 | 30.26 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 27,412 | 57.19 | 718 | 75.98 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 83,524 | 3.77 | 2,189 | 16.13 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 752 | 20 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 112,621 | 4.01 | 2,957 | 23.31 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 434 | 21.91 | 11 | 37.50 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 363,327 | 3.29 | 10 | 12.50 | ||||
2025-07-25 | 13F | Cwm, Llc | 3,469,787 | 1.24 | 91 | 12.50 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 169,557 | 32.41 | 4,444 | 48.13 | ||||
2025-08-15 | 13F | Morgan Stanley | 54 | 1 | ||||||
2025-07-29 | 13F | Cohalo Advisory LLC | 2,778 | 73 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 8,744 | 229 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3,625 | 1,163.07 | 95 | 1,483.33 | ||||
2025-08-14 | 13F | UBS Group AG | 246 | 179.55 | 6 | 200.00 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,278 | 217 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 39,555 | 55.84 | 1,037 | 74.41 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 261,217 | 4.63 | 6,846 | 17.05 |