Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF, omfatter Smartleaf Asset Management LLC, og Raymond James Financial Inc .
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 | Smartleaf Asset Management LLC | 1.453 | 55 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 12.013 | 1,04 | 458 | 6,26 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 83.517 | 3,33 | 3.185 | 8,48 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 133.098 | 1,16 | 5.076 | 6,21 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 7.239 | 20,57 | 276 | 26,61 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8.883 | 53,87 | 323 | 54,07 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5.927 | 0,03 | 226 | 5,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43.484 | 93,30 | 1.658 | 102,94 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 150.806 | 36,69 | 5.752 | 43,49 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 506.863 | 0,73 | 19.332 | 5,75 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12.576 | 2,17 | 480 | 7,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 49.333 | 1.882 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 332 | 13 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 118.416 | 14,55 | 5 | 33,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22.407 | 27,30 | 855 | 33,65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2.397 | 0,50 | 91 | 5,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 38.464 | 2,22 | 1.467 | 7,39 |
