Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Scottsdale Funds - Vanguard Total World Bond ETF, omfatter Wellington Management Group Llp, CIBC World Markets Inc., Goldman Sachs Group Inc, Gould Capital, LLC, Simplex Trading, Llc, og Skopos Labs, Inc. .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.360 | 302 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 90.028 | 9,35 | 6.242 | 10,19 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 13.108 | 48,58 | 909 | 49,59 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 6.990 | 12,92 | 485 | 13,88 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6.294 | 21,53 | 436 | 22,47 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3.699 | 1,12 | 255 | 2,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 212 | 15 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 21 | 1 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 23.010 | 0,17 | 1.595 | 0,95 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3.064 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 72.905 | 19,96 | 5.055 | 20,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.265 | 57,25 | 504 | 58,68 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2.968 | 5,21 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4.403 | 27,59 | 305 | 28,69 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 501 | 3.240,00 | 35 | 3.300,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265.422 | 47,47 | 18.402 | 48,59 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 49.064 | 3.402 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 169.737 | 5,27 | 11.768 | 6,07 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 70.528 | 4,26 | 4.890 | 5,05 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24.193 | 1.677 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15.130 | 10,53 | 1.041 | 11,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 309.606 | 1.434,53 | 21 | 2.000,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14.227 | 17,84 | 986 | 18,80 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 323.039 | 1,09 | 22.396 | 1,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29 | 2 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.918 | 89,08 | 896 | 90,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3.753 | 25,18 | 0 | |||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 10.648 | 10,92 | 738 | 11,82 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5.588 | 3,06 | 387 | 3,75 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 43.512 | 3,15 | 3.017 | 3,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.607.198 | 6,55 | 180.757 | 7,36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3.018 | 0,10 | 208 | 0,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 18.600 | 6,77 | 1.290 | 7,60 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5.249 | 3,10 | 364 | 3,71 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 143 | 3,62 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6.320 | 438 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 12.715 | 5,50 | 882 | 6,27 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 56.425 | 9,10 | 3.908 | 9,84 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 47.338 | 8,12 | 3.282 | 8,93 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 355 | 25 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 44.572 | 37,93 | 3.090 | 39,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 222.097 | 18,48 | 15.311 | 19,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20.602 | 94,21 | 1.428 | 95,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.090 | 1,14 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 687 | 1.008,06 | 48 | 1.075,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9.768 | 0,73 | 1 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 48 | 0 |
