Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Institutional Index Funds - Vanguard Ultra-Short Treasury ETF, omfatter Boston Family Office Llc, Bank Of Montreal /can/, Sierra Capital LLC, D.B. Root & Company, LLC, Keystone Wealth Services, LLC, Commonwealth Equity Services, Llc, Old Mission Capital Llc, Farther Finance Advisors, LLC, Capital Investment Services of America, Inc., United Capital Financial Advisers, Llc, StoneX Group Inc., Manuka Financial, LLC, Orser Capital Management, Llc, NewEdge Wealth, LLC, Burling Wealth Partners, Llc, Buckingham Strategic Partners, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, og North Star Investment Management Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 15.685 | 1.185 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10.400 | 786 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1.060 | 80 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 7.996 | 22,54 | 604 | 22,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13.181 | 1 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 294.387 | 58,94 | 22.234 | 59,06 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.000 | 680 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 6.077 | 90,20 | 459 | 90,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.379 | 104 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15.079 | 1.139 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 6.156 | 116,08 | 465 | 115,81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 717 | 54 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31.871 | 73,40 | 2.407 | 73,54 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 6.530 | 493 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.983 | 225 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.301 | 98 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2.415 | 182 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 317 | 24 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12.395 | 936 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 300 | 23 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 21.770 | 340,78 | 1.644 | 341,94 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5.100 | 385 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 669 | 51 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12.348 | 933 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5.000 | 377 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 12.916 | 1.599,47 | 1 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 19.569 | 1 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 3.462 | 261 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 11.195 | 846 | ||||||
| 2025-08-11 | 13F | Sierra Capital LLC | 16.202 | 1 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16.900 | 1.276 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 26.216 | 97,74 | 1.980 | 97,90 |
