Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Thornburg ETF Trust - Thornburg Multi Sector Bond ETF, omfatter Empire Financial Management Company, LLC, Heritage Oak Wealth Advisors Llc, Envestnet Asset Management Inc, Citadel Advisors Llc, Envestnet Portfolio Solutions, Inc., Wealth Enhancement Advisory Services, Llc, Fulcrum Equity Management, Principia Wealth Advisory, LLC, Global View Capital Management LLC, Atria Wealth Solutions, Inc., D.B. Root & Company, LLC, IFP Advisors, Inc, og Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 39.355 | 70,91 | 1.002 | 71,99 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11.057 | 281 | ||||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 56.141 | 1.429 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9.640 | 245 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 221 | 6 | ||||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 46.137 | 1.174 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 9.746 | 248 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44.810 | 1.140 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 34.405 | 136,15 | 876 | 137,77 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11.115 | 22,28 | 283 | 22,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.709 | 322 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.659 | 195 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 16.246 | 413 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 11.770 | 300 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 9.248 | 235 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.697 | 476 |
