Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF, omfatter GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional, Keebeck Wealth Management, LLC, Sowell Financial Services LLC, Consolidated Portfolio Review Corp, Beacon Financial Advisory LLC, Umb Bank N A/mo, Raymond James Financial Inc, og O'shaughnessy Asset Management, Llc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F/A | Umb Bank N A/mo | 5.225 | 216 | ||||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 63.687 | 123,89 | 2.633 | 124,57 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 16.183 | 57,13 | 669 | 57,78 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 18.443 | 61,37 | 762 | 61,78 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 58.350 | 4,19 | 2.395 | 3,77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 5.385.721 | 70,72 | 222.646 | 71,24 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1.197.922 | 58,26 | 49.522 | 62,24 | ||||
2025-08-04 | 13F | Atria Investments Llc | 5.381 | 222 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 76.689 | 2,92 | 3 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 57.156 | 83,83 | 2.363 | 84,39 | ||||
2025-08-14 | 13F | Betterment LLC | 909.269 | 52,48 | 38 | 54,17 | ||||
2025-08-19 | NP | GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional | 865.344 | 35.773 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 97.163 | 60,40 | 4.017 | 60,90 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 865.344 | 35.773 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16.910 | 1 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 4.424 | 0,11 | 183 | 1,11 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13.528 | 50,06 | 559 | 50,67 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 10.770 | 117,58 | 445 | 118,14 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 6.110 | 0,38 | 253 | 0,80 | ||||
2025-08-15 | 13F | Morgan Stanley | 940.907 | 77,91 | 38.897 | 78,45 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3.223.041 | 73,60 | 133.241 | 74,13 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42.155 | 1.743 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 60.397 | 87,42 | 2.497 | 87,95 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5.520 | 228 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32.846 | 72,58 | 1.358 | 73,09 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 9.455 | 91,82 | 391 | 92,12 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 138.055 | 0,48 | 5.707 | 0,79 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 22.355 | 48,62 | 924 | 52,48 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 47.483 | 1.963 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 7.341 | 341,70 | 303 | 345,59 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3.181 | 132 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48.925 | 60,14 | 2.023 | 60,60 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 109.309 | 8,94 | 5 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 47.096 | 15,97 | 1.947 | 16,32 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 197 | 8 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 38.833 | 30,65 | 1.605 | 31,02 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 119.755 | 4.951 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20.869 | 127,33 | 863 | 128,04 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 758.041 | 66,15 | 31.337 | 66,66 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 16.800 | 50,15 | 695 | 50,54 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 25.362 | 1 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 561.092 | 51,63 | 23.196 | 52,09 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 15.075 | 39,53 | 623 | 40,00 |