Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF, omfatter Elequin Capital Lp, Ndwm Llc, Global Retirement Partners, LLC, SOL Capital Management CO, Johnson Bixby & Associates, LLC, Axxcess Wealth Management, Llc, Mariner, LLC, Client First Capital LLC, Fairview Capital Investment Management, Llc, Rockefeller Capital Management L.P., Archvest Wealth Advisors, Inc., Wealth Enhancement Advisory Services, Llc, NWF Advisory Services Inc., Perigon Wealth Management, LLC, Farther Finance Advisors, LLC, Shira Ridge Wealth Management, Old Mission Capital Llc, Morgan Stanley, Cheviot Value Management, LLC, og Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Old Mission Capital Llc | 3.970 | 200 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 132.761 | 1.063,55 | 6.708 | 1.072,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 16.497 | 212,09 | 832 | 212,78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 21.400 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16.427 | 63,11 | 829 | 63,31 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 143.982 | 3,66 | 7.264 | 3,83 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47.570 | 2.400 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 9.972 | 503 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 11.073 | 38,12 | 558 | 39,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 496 | 25 | ||||||
| 2025-08-08 | 13F | Union Savings Bank | 6.554 | 33,97 | 331 | 34,15 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 37.169 | 1.875 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6.888 | 17,16 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48.109 | 198,05 | 2.427 | 198,89 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.358 | 270 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8.615 | 435 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5.005 | 253 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71.799 | 0,50 | 3.622 | 0,70 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19.922 | 1.005 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 7.761 | 0,69 | 392 | 0,77 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4.487 | 226 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 915 | 702,63 | 46 | 820,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.000 | 504 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.791 | 242 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.597 | 10,23 | 938 | 10,48 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 15.000 | 757 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15.323 | 773 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.965 | 300 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17.000 | 858 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15.273 | 771 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 10.979 | 0,23 | 554 | 0,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.756 | 34,49 | 644 | 34,80 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 9.603 | 5,10 | 484 | 5,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 102.923 | 409,14 | 5.192 | 410,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22.839 | 1.152 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 9.602 | 99,38 | 484 | 100,83 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1.750 | 88 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 | 50 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.500 | 126 |
