Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PGIM ETF Trust - PGIM Total Return Bond ETF, omfatter Truist Financial Corp, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Summit Wealth Group Llc / Co, Wiley Bros.-aintree Capital, Llc, og CoreCap Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 49.969 | 11,90 | 2.090 | 12,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 290 | 12 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 44.787 | 2,29 | 1.873 | 2,52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1.674.521 | 20,35 | 70.045 | 20,61 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 50.993 | 35,71 | 2.133 | 36,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206.046 | 1,48 | 8.619 | 1,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 188.025 | 7.765 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.002.102 | 19,83 | 41.918 | 20,09 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 157.739 | 2,80 | 6.598 | 3,03 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 28.914 | 1,27 | 1.209 | 1,51 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 300.886 | 10,70 | 12.586 | 10,95 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 200.520 | 1,05 | 8.388 | 1,27 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 39.949 | 60,57 | 1.671 | 60,98 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 71.581 | 4,22 | 2.994 | 4,47 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 101.243 | 1,23 | 4.235 | 1,68 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 22.634 | 16,11 | 947 | 16,36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7.504 | 314 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 351.079 | 136,47 | 14.686 | 136,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 161.059 | 6.681 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 167.925 | 0,77 | 7.024 | 0,99 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.147 | 215 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 328 | 4,13 | 14 | 0,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 50.309 | 22,40 | 2.104 | 22,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 179.278 | 50,44 | 7.470 | 50,52 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 51.731 | 26,50 | 2.164 | 29,52 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.363 | 13,82 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 503.436 | 6,12 | 21.059 | 6,35 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 36.439 | 10,24 | 1.524 | 10,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 385 | 7,24 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24.761 | 29,31 | 1.033 | 31,42 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 157.969 | 5,65 | 6.608 | 5,86 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10.804 | 1,08 | 452 | 1,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 124.967 | 5.227 | ||||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 41.601 | 0,34 | 1.736 | 2,24 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 202.954 | 12,44 | 8.490 | 12,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 344.708 | 6,05 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.170 | 49 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 210.044 | 6,52 | 8.786 | 6,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29.003 | 1,13 | 1.213 | 1,34 |
