Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF, omfatter GGM Financials LLC, Core Wealth Advisors, Inc., Latitude Advisors, LLC, Foronjy Financial Llc, Kestra Advisory Services, LLC, Sound Income Strategies, LLC, Global Retirement Partners, LLC, Raymond James Financial Inc, Ancora Advisors, LLC, Spire Wealth Management, AE Wealth Management LLC, 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 | Anson Capital, Inc. | 189.493 | 4,82 | 8.188 | 5,34 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25.027 | 1,95 | 1.081 | 2,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.110 | 210,92 | 48 | 213,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2.120 | 92 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.745 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 311 | 13 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 26 | 52,94 | 1 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 14.019 | 0,44 | 606 | 0,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23.613 | 0,88 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 13.218 | 571 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 28.817 | 7,35 | 1.245 | 7,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.201 | 5,86 | 1.132 | 6,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5.001 | 470,89 | 216 | 483,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 | 41,18 | 1 | |||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 13.218 | 158,16 | 571 | 159,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23.097 | 334,48 | 998 | 337,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12.610 | 280,39 | 545 | 283,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33.134 | 1,05 | 1.432 | 1,49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 450 | 19 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9.424 | 1,07 | 407 | 1,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 235 | 10 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 780 | 218,37 | 34 | 230,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44.286 | 23,59 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8.174 | 353 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5.408 | 19,43 | 233 | 20,10 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8.055 | 348 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 5.583 | 241 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70.192 | 195,55 | 3.033 | 197,06 |
