Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF, omfatter Visionary Wealth Advisors, Hippocratic Financial Advisors, LLC, Cary Street Partners Financial Llc, Austin Wealth Management, LLC, Entrewealth, Llc, Ameriflex Group, Inc., NWF Advisory Services Inc., Clear Creek Financial Management, LLC, Beacon Capital Management, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 142.702 | 11,16 | 7 | 20,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 503 | 3.769,23 | 23 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 100.599 | 2,97 | 4.652 | 3,13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26.022 | 8,90 | 1.203 | 9,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 568.329 | 3,55 | 26.280 | 3,71 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 195.102 | 1,10 | 9.022 | 1,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.338 | 15,59 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77.112 | 54,05 | 3.566 | 54,26 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 212.011 | 0,09 | 9.803 | 0,24 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 486.184 | 6,48 | 22.481 | 6,64 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.157 | 0,18 | 470 | 0,21 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5.165 | 239 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 23.197 | 16,72 | 1.073 | 16,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.350 | 11,38 | 340 | 11,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26.022 | 8,90 | 1.199 | 8,90 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 188.922 | 7,83 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5.580 | 257 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 160.799 | 47,45 | 7.435 | 47,70 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 3.579 | 165 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 22.528 | 1.042 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11.756 | 1,49 | 544 | 1,69 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 156.070 | 13,18 | 7.217 | 13,35 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26.924 | 1,78 | 1.245 | 1,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394.891 | 289,96 | 18.260 | 290,57 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7.573 | 1,32 | 350 | 1,45 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 85.418 | 3.921 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 393.834 | 81,10 | 18.211 | 81,37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 177.754 | 8.219 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.580 | 258 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25.019 | 0,63 | 1.157 | 0,78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121.193 | 30,16 | 5.604 | 30,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109.569 | 107,97 | 5.066 | 108,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.882 | 3,90 | 272 | 3,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348.913 | 4,18 | 16.134 | 4,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 52.670 | 20,45 | 2.435 | 20,66 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9.600 | 11,43 | 444 | 13,30 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 141.462 | 6.541 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 29.396 | 37,42 | 1.359 | 37,69 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 593.523 | 6,94 | 27.445 | 7,10 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 367.708 | 8,04 | 17.003 | 8,20 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135.838 | 4,24 | 6.281 | 4,40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 273 | 13,28 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 132.691 | 6.136 | ||||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 125.539 | 387,11 | 5.805 | 388,14 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 599.767 | 10,70 | 28 | 8,00 |
