Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF, to m.in Hartland & Co., LLC, Clearview Wealth Management LLC, Warren Averett Asset Management, LLC, Principal Securities, Inc., NorthRock Partners, LLC, Kingsview Wealth Management, LLC, Webster Bank, N. A., Vanguard Advisers Inc, i Pinnacle Bancorp, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Intellus Advisors LLC | 1 048 081 | 0,04 | 41 315 | 6,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 332 293 | 30,19 | 12 747 | 35,06 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 811 | 32 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 996 | 39 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 13 707 | 589,14 | 540 | 639,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7 114 | 21,48 | 280 | 29,63 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6 180 | 244 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 749 | 227 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12 461 | 24,56 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 38 922 | 21,25 | 1 534 | 29,34 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 8 974 | 354 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 658 303 | 46,70 | 25 950 | 56,40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 818 | 10,56 | 426 | 18,01 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6 296 | 0,38 | 248 | 7,36 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5 713 | 225 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 514 | 60 | ||||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 422 746 | 50,96 | 16 665 | 60,94 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5 775 | 3,81 | 228 | 10,73 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 50 258 | 11,69 | 1 981 | 19,12 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 7 763 | 306 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 624 425 | 0,58 | 103 455 | 7,23 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 110 657 | 20,68 | 4 362 | 28,67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 667 | 6,34 | 226 | 14,21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 617 | 24 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16 227 | 25,84 | 640 | 34,24 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5 212 | 205 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50 952 | 58,56 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 32 653 | 1 287 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 415 | 16 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 747 | 0,70 | 424 | 7,36 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 388 444 | 1,83 | 15 312 | 8,57 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1 733 916 | 2,06 | 68 351 | 8,81 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 226 226 | 11,05 | 8 918 | 18,40 | ||||
| 2026-05-12 | 13F | Creative Planning | 6 026 | 238 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 356 344 | 14 047 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 264 683 | 842,13 | 10 434 | 905,11 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 7 556 | 1,79 | 298 | 8,39 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 9 977 | 393 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 423 | 53 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 298 208 | 174,63 | 11 736 | 192,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 9 019 | 66,28 | 347 | 73,50 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5 831 | 1,90 | 230 | 8,53 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35 257 | 0,64 | 1 390 | 7,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 138 134 | 2 202,62 | 5 445 | 2 363,80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 187 582 | 1,93 | 7 394 | 8,58 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 50 508 | 32,81 | 1 991 | 41,61 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 447 787 | 1,34 | 17 652 | 8,04 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23 386 | 2,18 | 922 | 8,87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 382 | 1,26 | 133 | 8,13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4 073 067 | 0,89 | 160 560 | 7,56 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 730 | 226 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6 710 | 6,81 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 15 015 | 592 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 921 | 115 |
