Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în The Alger ETF Trust - Alger AI Enablers & Adopters ETF includ 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\, și Tradewinds Capital Management, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
