Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w The Alger ETF Trust - Alger AI Enablers & Adopters ETF, to m.in Sunrise Financial Services, LLC, Proactive Wealth Strategies LLC, Independent Advisor Alliance, XML Financial, LLC, Capital Investment Advisory Services, LLC, GHP Investment Advisors, Inc., Us Bancorp \de\, i Tradewinds Capital Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 99 093 | 2,51 | 3 274 | -6,19 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 81 658 | 2 698 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 25 710 | 0,30 | 849 | -8,22 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 176 | 6 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10 872 | 5,46 | 359 | -3,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27 400 | 54,05 | 905 | 40,97 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136 396 | 10,12 | 4 507 | 0,76 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 101 | 3 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 50 556 | 3,96 | 1 670 | -4,90 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 485 | 870,00 | 16 | 1 500,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 18 697 | 199,87 | 618 | 174,22 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 12 727 | 30,60 | 407 | 22,22 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 681 984 | 12,05 | 22 533 | 2,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 082 830 | 11,00 | 35 777 | 1,56 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 427 | 1,23 | 245 | -7,20 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41 449 | 1 369 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 318 822 | 2 591,39 | 10 534 | 2 366,74 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 17 910 | 592 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 62 887 | 187,72 | 2 078 | 163,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 46 842 | 143,93 | 1 548 | 123,23 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 520 | 116 | ||||||
| 2026-05-15 | 13F | Fred Alger Management, Llc | 28 104 | 11,33 | 929 | 1,87 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 9 576 | 1,39 | 316 | -7,33 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 816 | 6 321,33 | 159 | 7 850,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50 976 | 4,25 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 35 036 | 3,81 | 1 158 | -5,01 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 111 149 | 15,43 | 3 672 | 5,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 45 348 | 18,14 | 1 498 | 8,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 39 359 | 106,29 | 1 300 | 88,95 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 55 613 | 6,92 | 1 837 | -2,18 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 138 | 5 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17 682 | 584 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 42 978 | 254,34 | 1 420 | 224,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8 601 | 34,60 | 290 | 21,43 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 158 006 | 3,80 | 5 221 | -5,02 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 197 480 | 35,21 | 7 131 | 142 520,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 226 935 | 23,57 | 7 498 | 13,06 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 23 267 | 8,36 | 769 | 0,66 | ||||
| 2026-05-13 | 13F | Nwm Advisors, Llc | 73 895 | 3,76 | 2 441 | -5,06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1 155 852 | 35,92 | 38 189 | 24,37 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 111 650 | 3 689 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 138 114 | 25 011,64 | 4 563 | 23 915,79 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 46 914 | 34,22 | 1 550 | 22,82 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 23 080 | 2,64 | 1 | |||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 32 701 | 6,24 | 1 080 | -2,79 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 6 280 | 207 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 731 | 4 631,00 | 156 | 5 100,00 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 34 373 | 10,95 | 1 136 | 1,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 27 162 | 5,87 | 897 | -3,13 |
