Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund, omfatter Altfest L J & Co Inc, Global Endowment Management, LP, Quadrature Capital Ltd, Salomon & Ludwin, LLC, Evolution Wealth Management Inc., og Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 346.475 | 11,17 | 18.180 | 6,36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 187 | 1,63 | 10 | -10,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 514 | 292,37 | 28 | 366,67 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 103.904 | 5,94 | 5.452 | 1,36 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 278.700 | 36,79 | 14.623 | 30,88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 23 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 70 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 71.186 | 18,79 | 3.735 | 13,66 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 48.918 | 2,90 | 2.567 | -1,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44.335 | 34,39 | 2.326 | 28,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 93 | 2,20 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.404 | 73 | ||||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10.247 | 538 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4.757 | 0,57 | 250 | -3,86 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 263.811 | 20,05 | 13.842 | 14,86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 554.344 | 3,14 | 29.086 | -1,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15.140 | 0,69 | 794 | -3,64 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 51.424 | 53,65 | 2.698 | 47,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.567 | 1,26 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 49.639 | 1.963,99 | 2.605 | 1.887,79 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2.955 | -4,31 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 47.684 | 3,01 | 2.502 | -1,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.285 | 274 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 64.783 | 3.399 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 146 | 0,69 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 30.000 | 1.574 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27.208 | 1.428 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 138 | 48,39 | 7 | 40,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 51 | 2,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26.730 | 1.402 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8.419 | 11,60 | 442 | 6,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 69.170 | 72,44 | 3.629 | 65,03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 167 | 15,17 | 9 | 14,29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11.946 | 46,27 | 627 | 40,04 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 40.240 | 3,20 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8.390 | 107,21 | 441 | 99,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42.570 | 35,12 | 2.234 | 29,30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33.708 | 42,71 | 1.769 | 36,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 61.085 | 0,90 | 3.205 | -3,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.144 | 60 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 4.010 | 210 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 21.454 | 4,69 | 1.126 | 0,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 472.036 | 7,36 | 24.768 | 2,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.500 | 1.096,17 | 131 | 1.090,91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 | 720,00 | 2 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 185.581 | 60,22 | 9.737 | 53,31 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5.246 | 19,44 | 275 | 14,58 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 44.830 | 5,98 | 2.352 | 1,42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 22.741 | 7,23 | 1.193 | 2,58 |
