Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund, omfatter Walled Lake Planning & Wealth Management, Llc, Abacus Planning Group, Inc., Sei Investments Co, Financial Connections Group, Inc., Brookstone Capital Management, First Heartland Consultants, Inc., Atria Investments Llc, United Capital Financial Advisers, Llc, Susquehanna International Group, Llp, Evolution Wealth Management Inc., CoreCap Advisors, LLC, IFP Advisors, Inc, Comerica Bank, Global Retirement Partners, LLC, Raymond James Financial Inc, og Ameritas Advisory Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2.778 | 420,22 | 281 | 420,37 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 38.171 | 43,26 | 3.863 | 43,25 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 254.040 | 1.768,77 | 25.709 | 1.769,67 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 4.073 | 60,23 | 412 | 60,31 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 5.927 | 1,04 | 600 | 1,01 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 22.776 | 447,24 | 2.305 | 447,27 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 19.662 | 100,29 | 1.990 | 100,30 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 228.396 | 23.114 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2.626 | 266 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 35.182 | 10,85 | 3.560 | 10,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 42 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 12.470 | 190,61 | 1.262 | 190,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.598 | 465 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 32.521 | 464,60 | 3.291 | 465,46 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 84.737 | 188,66 | 8.575 | 188,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13.766 | 4,30 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 20.280 | 16,77 | 2.052 | 16,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 80.378 | 1,45 | 8.134 | 1,45 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1.370 | 320,25 | 139 | 331,25 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10.123 | 21,99 | 1.024 | 22,05 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16.134 | 389,65 | 1.633 | 390,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8.527 | 2,29 | 863 | 2,25 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4.717 | 477 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.095 | 617 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 438.843 | 67,70 | 44.411 | 67,69 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 118 | 136,00 | 12 | 120,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 285 | 29 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 378.510 | 26,34 | 38.305 | 26,34 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6.133 | 1 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 59.229 | 5.994 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 457.700 | 89,50 | 46.319 | 89,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 | 4 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3.968 | 7,53 | 402 | 7,51 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 430 | 238,58 | 44 | 258,33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 26.900 | 388,82 | 2.722 | 389,57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 75.418 | 701,47 | 7.632 | 701,68 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 26.865 | 0,12 | 2.719 | 0,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18.075 | 289,30 | 1.829 | 289,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41.601 | 261,34 | 4.210 | 261,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 65.645 | 1.857,80 | 6.643 | 1.859,59 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10.344 | 101,28 | 1.047 | 101,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77 | 8 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.000 | 304 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.557 | 158 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 54.665 | 8,70 | 5.532 | 8,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 494 | 2.145,45 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 8.036 | 813 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.456 | 2,05 | 755 | 2,03 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25 | 3 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 10.385 | 1.051 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42.449 | 49,55 | 4.298 | 49,81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73 | 7 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 10.138 | 242,50 | 1.026 | 243,14 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 106.347 | 41,09 | 10.762 | 41,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165.184 | 88,75 | 16.717 | 88,76 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 12.814 | 154,85 | 1.297 | 155,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 14.984 | 1.516 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 81.078 | 3.203,91 | 8.205 | 3.208,47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.598 | 465 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.365.151 | 54,97 | 138.153 | 54,97 |
