Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March meliputi Caliber Wealth Management, LLC / KS, Bright Futures Wealth Management, LLC., Miracle Mile Advisors, LLC, Brown Wealth Management, Llc, Central Valley Advisors, Llc, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Wedbush Securities Inc, Apriem Advisors, Lifestyle Asset Management, Inc., Brinker Capital Investments, LLC, FSA Advisors, Inc., Change Path, LLC, Tradition Wealth Management, LLC, HBW Advisory Services LLC, Hrt Financial Lp, Vantage Financial Partners, LLC, Ashton Thomas Private Wealth, LLC, Evolution Wealth Management Inc., dan Principal Securities, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Tradition Wealth Management, LLC | 8,446 | 224 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 154,428 | 0.62 | 4,095 | 3.51 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 9,154 | 369.68 | 243 | 384.00 | ||||
2025-08-14 | 13F | Apriem Advisors | 9,700 | 257 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 9,946 | 0 | ||||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9,428 | 250 | ||||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 89,497 | 2,280 | ||||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 79,678 | 2,113 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 795,813 | 21,101 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,310 | 247 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210,367 | 34.84 | 6 | 25.00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,737 | 46 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 4,946 | 131 | ||||||
2025-08-14 | 13F | UBS Group AG | 2 | 0 | ||||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 52,042 | 1,380 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9,959 | 264 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 5,002 | 133 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 8,400 | 223 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,842 | 102 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 34,334 | 52.51 | 910 | 56.90 | ||||
2025-08-12 | 13F | Archer Investment Corp | 113,894 | 214.93 | 3,020 | 224.27 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 8,209 | 0 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7,732 | 205 | ||||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 19,296 | 18.21 | 512 | 21.67 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 20,841 | 553 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 8,804 | 233 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 53,077 | 7.89 | 1,407 | 11.05 | ||||
2025-08-12 | 13F | Change Path, LLC | 8,527 | 226 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 62,537 | 0.07 | 1,658 | 2.98 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 34,364 | 3.20 | 911 | 6.18 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 7,983 | 212 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,352 | 6.49 | 221 | 9.41 | ||||
2025-08-14 | 13F/A | Barclays Plc | 3,919 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 35,341 | 43.88 | 937 | 48.26 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 40,553 | 1.34 | 1,075 | 4.27 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,379 | 169 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,143 | 0 |