Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF includ Krilogy Financial LLC, Private Wealth Advisors, LLC, Awm Capital, Llc, OneAscent Financial Services LLC, Motiv8 Investments LLC, Western Wealth Management, LLC, Federation des caisses Desjardins du Quebec, SageView Advisory Group, LLC, Merkkuri Wealth Advisors LLC, Adirondack Trust Co, SHP Wealth Management, și High Note Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Foster & Motley Inc | 376.935 | 1,08 | 12 | 10,00 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 23.910 | 37,61 | 746 | 50,10 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 474 | 0,85 | 15 | 7,69 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12.702 | 15,16 | 397 | 25,71 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 101 | 0 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18.573 | 61,81 | 580 | 76,52 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 131 | 4 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 327 | 9 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 54.580 | 42,33 | 1.704 | 55,10 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 296 | 2,07 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.170 | 27,89 | 318 | 39,65 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 6.935 | 217 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 163 | 715,00 | 5 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.380 | 575,93 | 137 | 655,56 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 7 | 0 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 213 | 1,43 | 7 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.331 | 0,13 | 260 | 9,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 26.518 | 4,20 | 828 | 13,60 | ||||
| 2026-05-05 | 13F | UBS Group AG | 478.187 | 10,99 | 14.929 | 20,98 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 43.642 | 9,93 | 1.363 | 19,79 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 130 | 4 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2.466 | 0 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 24.869 | 99,83 | 776 | 117,98 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.223.466 | 0,79 | 38.197 | 9,87 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 231.330 | 8.041 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 15 | 0 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 6.974 | 218 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.255 | 70 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 168 | 10,53 | 5 | 25,00 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 16 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.553 | 0,61 | 361 | 9,76 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 155 | 5 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 130 | 4 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5.559 | 8,26 | 174 | 17,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 348.582 | 12,36 | 10.883 | 22,49 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 397 | 1,79 | 13 | 9,09 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 663 | 21 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 90 | 100,00 | 3 | 100,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 293 | 0,34 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 21.746 | 1,28 | 679 | 10,42 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.463 | 389 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.450 | 76 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 71 | 24,56 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 45.326 | 1.415 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 37.026 | 73,31 | 1.156 | 88,42 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 30.000 | 937 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 17.000 | 531 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 530 | 17 |
