Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund, to m.in Pasadena Private Wealth, LLC, Crescent Grove Advisors, LLC, Encompass More Asset Management, Savvy Advisors, Inc., Ferguson Shapiro LLC, Nbc Securities, Inc., ZEGA Investments, LLC, Silverlake Wealth Management Llc, Innovative Wealth Building LLC, WealthPLAN Partners, LLC, Archetype Wealth Partners, Tucker Asset Management Llc, Mosley Wealth Management, i Capital Advisor Network 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 266 781 | 657,75 | 3 724 | 635,97 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 36 860 | 33,67 | 515 | 29,80 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 18 259 | 255 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 34 917 | 50,55 | 487 | 46,25 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 255 488 | 215,49 | 3 567 | 206,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 63 | 1 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1 741 835 | 252,00 | 24 316 | 233,23 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28 788 | 23,08 | 402 | 19,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 347 457 | 5,42 | 4 850 | 2,26 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 44 681 | 10,19 | 624 | 6,86 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 41 516 | 580 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 874 397 | 10,99 | 12 207 | 7,67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 41 305 | 577 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 15 927 | 222 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 42 343 | 591 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 17 758 | 248 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 79 | 1 | ||||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 74 424 | 7,38 | 1 039 | 4,11 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 26 551 | 1,80 | 371 | -3,65 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 512 | 380,51 | 62 | 376,92 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 597 562 | 31,65 | 7 679 | 19,46 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 7 629 | 0 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4 897 | 181,44 | 69 | 183,33 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 11 049 | 154 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 225 | 2,40 | 59 | -1,69 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 49 736 | 120,70 | 597 | 87,74 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 195 386 | 281,41 | 2 718 | 273,21 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 473 811 | 6 614 | ||||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 246 621 | 13,97 | 3 443 | 10,57 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 55 005 | 768 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 118 666 | 1 657 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 379 568 | 8 282,36 | 19 259 | 8 060,17 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 196 782 | 21,23 | 2 747 | 17,64 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 184 770 | 153,20 | 2 579 | 145,62 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 772 951 | 91,84 | 10 790 | 86,13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 62 135 | 61,24 | 867 | 56,50 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 75 708 | 24,17 | 1 057 | 20,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 000 | 14 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 35 572 | 36,13 | 497 | 31,91 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 8 | 0 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 280 005 | 3 909 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 51 765 | 36,03 | 723 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 27 235 | 59,37 | 380 | 55,10 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 60 400 | 843 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 286 833 | 31 924 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 392 471 | 3,80 | 5 479 | 0,70 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 134 046 | 62,77 | 1 871 | 57,89 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 249 785 | 3 393,01 | 3 487 | 3 285,44 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 306 | 3,73 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 35 622 | 40,05 | 497 | 35,79 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 8 383 | 2,96 | 117 | 0,00 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 30 472 | 20,53 | 425 | 17,08 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 191 973 | 2 680 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 36 383 | 50,23 | 508 | 45,69 |
