Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i TCW ETF Trust - TCW Transform Systems ETF, omfatter Vestmark Advisory Solutions, Inc., WCG Wealth Advisors LLC, WJ Wealth Management, LLC, Partners Capital Investment Group, Llp, Venture Visionary Partners LLC, Tsfg, Llc, Flow Traders U.s. Llc, Financial Insights, Inc., KPP Advisory Services LLC, rebel Financial LLC, Atlantic Union Bankshares Corp, Commonwealth Equity Services, Llc, Comerica Bank, Private Trust Co Na, Principal Securities, Inc., Tidemark, LLC, Jones Financial Companies Lllp, og Signature Resources Capital 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 119.948 | 262,62 | 10.816 | 368,79 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 141.515 | 2,11 | 12.760 | 32,01 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 60.235 | 5.431 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 61 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 340 | 31 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 83.700 | 7.547 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 158.689 | 14.309 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 10.581 | 1,94 | 954 | 31,95 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 53.193 | 2,75 | 4.796 | 32,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 24.715 | 68,76 | 2.229 | 118,22 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9.398 | 67,52 | 847 | 116,62 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 15.317 | 15,32 | 1.381 | 49,14 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15.242 | 127,56 | 1.374 | 194,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.059 | 457,19 | 276 | 623,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.238 | 1.643,66 | 112 | 2.675,00 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 10.331 | 38,58 | 932 | 79,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2.397 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 625.613 | 56.412 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 275 | 25 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 15.601 | 12,30 | 1.407 | 45,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 770 | 69 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 155.755 | 24,13 | 14.044 | 60,48 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 67.705 | 6.105 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 73.791 | 12,89 | 6.654 | 45,96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3.000 | 271 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 140 | 13 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 8.079 | 728 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 587 | 53 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6.630 | 598 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 46.331 | 4 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 236 | 21 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.220 | 19,49 | 110 | 54,93 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7.689 | 693 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.524 | 31,52 | 769 | 69,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.009 | 1,00 | 91 | 30,43 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 6.177 | 557 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 69.459 | 0,71 | 6.263 | 30,21 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2.244.387 | 3,82 | 202.376 | 34,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.449.738 | 4,35 | 220.893 | 34,91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16.772 | 2 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 126 | 11 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 8.872 | 39,45 | 800 | 80,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7.027 | 634 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 12.290 | 58,29 | 1.108 | 104,81 |
