Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares BB Rated Corporate Bond ETF, omfatter CMIAX - Curasset Capital Management Limited Term Income Fund Class A, CMBEX - Curasset Capital Management Core Bond Fund Founders Class, Raymond James Financial Inc, og Zhang Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.392 | 12,21 | 159 | 14,39 | ||||
| 2025-08-28 | NP | GUHYX - Victory High Yield Fund Class A | 73.000 | 14,06 | 3.431 | 16,03 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16.666 | 10,03 | 780 | 11,91 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 15.254 | 0,14 | 705 | 0,28 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 16.426 | 8,02 | 772 | 9,97 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 73.007 | 3.431 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 322.000 | 0,16 | 15.134 | 1,87 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 19.922 | 322,17 | 936 | 319,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 259 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10.977 | 516 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10.970 | 0,38 | 516 | 1,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.183 | 343,07 | 56 | 366,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.611 | 5,00 | 170 | 6,96 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4.314 | 203 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 398 | 37,72 | 19 | 38,46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 251 | |||||||
| 2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 36.543 | 3,89 | 1.718 | 5,66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 448 | 1,36 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 344.895 | 57,52 | 16.210 | 41,76 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 | 0 | ||||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 29.328 | 1.378 | ||||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 18.121 | 2,81 | 852 | 4,55 |
