Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fundrise Growth Tech Fund, LLC termasuk CloudAlpha Capital Management Limited/Hong Kong, Garden State Investment Advisory Services LLC, Moss Adams Wealth Advisors LLC, Weiss Asset Management LP, Kestra Private Wealth Services, Llc, Scientech Research LLC, Marex Group plc, UBS Group AG, FNY Investment Advisers, LLC, MAI Capital Management, Advisor Group Holdings, Inc., Western Wealth Management, LLC, Advisory Services Network, LLC, Morgan Stanley, Crewe Advisors LLC, Gables Capital Management Inc., National Bank Of Canada /fi/, Rossby Financial, LCC, Hollencrest Capital Management, dan Wall Street Financial Group, Inc. .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Hollencrest Capital Management | 3 | 0 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1 | 0 | ||||||
| 2026-05-15 | 13F | Scientech Research LLC | 3.125 | 409 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 100 | 13 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 35 | 4 | ||||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 50 | 7 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2 | 0 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 300 | 39 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 23.113 | 3.027 | ||||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 8.821 | 1.155 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 100 | 13 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 15 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 116 | 15 | ||||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 13.426 | 1.758 | ||||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 3 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 269 | 35 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 114 | 15 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 330 | 0 | ||||||
| 2026-05-13 | 13F | CloudAlpha Capital Management Limited/Hong Kong | 203.104 | 26.596 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 526 | 69 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3.255 | 426 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 | 0 | ||||||
| 2026-05-13 | 13F | Marex Group plc | 1.563 | 205 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 | 0 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2 | 0 |
