Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF includ 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, și Pinnacle Bancorp, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 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 |
