Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF, omfatter San Luis Wealth Advisors LLC, Garrett Investment Advisors LLC, Physician Wealth Solutions Inc., Verus Financial Partners, Inc., Gutierrez Wealth Advisory, LLC, TAGStone Capital, Inc., Advyzon Investment Management, LLC, Greenwich Wealth Management LLC, Envestnet Asset Management Inc, Rehmann Capital Advisory Group, Balanced Rock Investment Advisor, Brio Consultants, LLC, Elequin Capital Lp, Kelman-Lazarov, Inc., Sunpointe, LLC, L.K. Benson & Company, P.C., Flow Traders U.s. Llc, ABLE Financial Group, LLC, LPL Financial LLC, og Essex Financial Services, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Verum Partners LLC | 166.687 | 3.177,37 | 12.263 | 3.152,79 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 204.407 | 15 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 22.915 | 18,52 | 1.686 | 17,42 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.421 | 325 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5.095 | 375 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39.745 | 2.924 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 9.044 | 665 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 52.432 | 3.857 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17.301 | 1.273 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63.269 | 6,89 | 4.655 | 5,92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 68.215 | 5.004 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 3.350 | 0,84 | 246 | 0,00 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10.539 | 16,88 | 775 | 15,84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12.118 | 892 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7.000 | 515 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 41.529 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11.019 | 1 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10.334 | 32,84 | 760 | 31,72 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 93.408 | 6.872 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22.545 | 1.659 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 31.281 | 2.301 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 4.715 | 347 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39.746 | 2.924 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.304 | 96 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13.163 | 9,42 | 968 | 8,40 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 820 | 60 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4.873 | 359 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51.458 | 3.773 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 46.458 | 3.418 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 72.386 | 5.325 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14.667 | 1.079 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 135.873 | 551,95 | 9.996 | 546,15 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 287.889 | 17,89 | 21.180 | 16,82 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 3.587 | 264 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 57.951 | 3,41 | 4.263 | 2,48 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 110.311 | 39,55 | 8.116 | 38,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 149.512 | 2.135,19 | 11 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 32.379 | 2.382 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6.430 | 473 |
