Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund, omfatter XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Detalus Advisors, LLC, Semitam Bonam Llc, og Maseco Llp .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.847 | 134,39 | 99 | 135,71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 89 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26.335 | 1 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43.302 | 2.330 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36.013 | 0,71 | 1.938 | 0,31 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13.591 | 731 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19.907 | 5,93 | 1.071 | 5,52 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 33.473 | 7,52 | 1.801 | 10,63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 198 | 1,54 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93.032 | 1,50 | 5.006 | 1,11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40.636 | 5,51 | 2.187 | 5,10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51.305 | 2.761 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135.559 | 2,74 | 7.305 | 2,35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 8.405 | 13,50 | 452 | 13,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 108.503 | 52,07 | 5.839 | 51,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.376 | 31,52 | 181 | 31,16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 17.351 | 1,66 | 934 | 1,30 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 26.311 | 1.416 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3.965 | 213 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4.070 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.816 | 1,21 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66.349 | 41,56 | 3.570 | 41,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1.115 | 60 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8.555 | 14,96 | 460 | 14,71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15.708 | 35,27 | 845 | 34,77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 11 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4.223 | 223 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 24.255 | 2,24 | 1.305 | 1,87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19.930 | 16,05 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77.732 | 4.183 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.384 | 34,50 | 74 | 39,62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.848 | 102,20 | 584 | 101,73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 362 | 19 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.499 | 6,18 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47.898 | 146,83 | 2.577 | 145,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 202.493 | 10,79 | 10.896 | 10,37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 103.875 | 5.590 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90.694 | 229,96 | 4.880 | 228,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 572 | 1,42 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22.203 | 0,14 | 1.195 | -0,25 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4.911 | 0,51 | 264 | 0,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.888 | 0,26 | 209 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.528 | 341,19 | 136 | 353,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256.934 | 0,95 | 13.826 | 0,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.984 | 1,28 | 107 | 0,95 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 89.286 | 1,45 | 4.804 | 1,05 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 74.595 | 77,03 | 4.014 | 76,32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 48.204 | 2.594 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 119.880 | 6.451 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5.565 | 2,07 | 299 | 1,70 |
