Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF, omfatter Peak Financial Management, Inc., Wealth Management Partners, LLC, Bright Futures Wealth Management, LLC., Tcfg Wealth Management, Llc, Global Retirement Partners, LLC, Pnc Financial Services Group, Inc., Jones Financial Companies Lllp, Virtus ETF Advisers LLC, og Virtus Fixed Income Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisory Resource Group | 198.105 | 2,92 | 4.523 | 4,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 679 | 63,61 | 15 | 66,67 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 622.339 | 15,26 | 14.208 | 16,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 | 0 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9.797 | 224 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3.363.464 | 5,35 | 76.788 | 6,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 71.749 | 3,63 | 1.638 | 5,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437.616 | 12,52 | 9.991 | 13,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 490.171 | 41,16 | 11.191 | 42,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 997 | 23 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 102.414 | 37,03 | 2.338 | 38,67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13.747 | 1,74 | 314 | 2,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22.059 | 118,04 | 504 | 120,61 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13.425 | 296 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 167.819 | 14,52 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 55.347 | 2,45 | 1.264 | 3,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 482 | 11 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 302.674 | 6.910 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54.037 | 17,12 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.378 | 0,16 | 146 | 1,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1.395.236 | 12,13 | 31.853 | 13,42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 17.314 | 6,99 | 395 | 8,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562.961 | 3,38 | 12.853 | 4,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 40.004 | 42,76 | 913 | 44,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.349 | 31 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 243 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 359 | 35.800,00 | 8 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 270 | 6 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 33.941 | 771 |
