Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF, omfatter Per Stirling Capital Management, LLC., Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Prevail Innovative Wealth Advisors, Llc, Systelligence, LLC, Cambridge Investment Research Advisors, Inc., Comerica Bank, Flow Traders U.s. Llc, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, WBIG - WBI BullBear Yield 3000 ETF, Cetera Investment Advisers, Center for Financial Planning, Inc., EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Cherry Creek Investment Advisors, Inc., D.a. Davidson & Co., PFG Investments, LLC, Tilson Financial Group, Inc., EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, og Allworth Financial LP .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Envestnet Asset Management Inc | 42.685 | 90,05 | 2.182 | 91,40 | ||||
2025-08-12 | 13F | LPL Financial LLC | 450.110 | 36,16 | 23.014 | 37,15 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 9.810 | 502 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 61.783 | 22,47 | 3.159 | 23,36 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41.411 | 2 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 49.481 | 20,49 | 2.530 | 21,35 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 19.882 | 1.017 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 23.253 | 1 | ||||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 108.231 | 61,72 | 5.534 | 62,88 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.478 | 0,98 | 127 | 1,61 | ||||
2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 116.726 | 5.968 | ||||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 9.285 | 475 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 55.751 | 2.851 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7.063 | 33,95 | 361 | 35,21 | ||||
2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 14.200 | 726 | ||||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 4.516 | 0 | ||||||
2025-08-22 | NP | EVTR - Eaton Vance Total Return Bond ETF | 210.000 | 29,23 | 10.737 | 30,18 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 37.270 | 107,56 | 2 | |||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 9.020 | 461 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 5.800 | 297 | ||||||
2025-08-15 | 13F | Morgan Stanley | 4.052.475 | 134,95 | 207.203 | 136,67 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 25.367 | 119,23 | 1.297 | 120,95 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 133.748 | 9,81 | 6.839 | 10,61 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5.460 | 279 | ||||||
2025-08-14 | 13F | Comerica Bank | 28.756 | 1.470 | ||||||
2025-08-11 | 13F | Platform Technology Partners | 166.382 | 4,24 | 8.507 | 5,01 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 8.889 | 4,26 | 455 | 5,09 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 3.665 | 187 | ||||||
2025-08-27 | NP | EBABX - Eaton Vance Core Plus Bond Fund Class A | 210.000 | 29,23 | 10.737 | 30,18 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16.816 | 13,41 | 1 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 68.765 | 1,66 | 3.516 | 2,39 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 4.641 | 237 | ||||||
2025-08-25 | NP | Core Bond Portfolio - Core Bond Portfolio | 210.000 | 29,63 | 10.737 | 30,57 | ||||
2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
2025-06-23 | NP | Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio | 186.000 | 43,08 | 9.469 | 44,10 | ||||
2025-08-04 | 13F | Assetmark, Inc | 117.060 | 5.985 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 10.961 | 560 | ||||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 19.275 | 986 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 243.137 | 12.432 | ||||||
2025-07-29 | 13F | Systelligence, LLC | 52.107 | 2.664 |