Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF, omfatter Valpey Financial Services, LLC, Warwick Investment Management, Inc., Towerpoint Wealth, LLC, Flow Traders U.s. Llc, Christopher J. Hasenberg, Inc, First Command Advisory Services, Inc., og Phillips Financial Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3.839 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 20.791 | 2,09 | 1.608 | 2,75 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4.480 | 1,40 | 345 | 2,08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 31.297 | 1,21 | 2.420 | 1,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 796 | 62 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 4.679 | 12,39 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1.002.796 | 0,33 | 76.965 | 3,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.171 | 323 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 712.370 | 0,83 | 54.902 | 1,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27.546 | 37,91 | 2.131 | 38,92 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 44.937 | 3,44 | 3.475 | 4,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 499.380 | 4,73 | 38.617 | 5,46 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 745 | 57 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4.849 | 375 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 85.399 | 20,17 | 6.604 | 20,98 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 812 | -6,45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 16 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 200 | 100,00 | 15 | 114,29 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6.745 | 520 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 634 | 49 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 457.852 | 576,81 | 35.406 | 581,52 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16.893 | 3,54 | 1.306 | 4,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 118 | 2,61 | 9 | 12,50 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 35.415 | 0,65 | 2.739 | 1,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25.129 | 125,80 | 1.943 | 127,52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19.496 | 0,84 | 1.498 | 2,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 140.097 | 35,12 | 10.834 | 36,06 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 98.452 | 8,18 | 7.613 | 8,93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.027 | 1,18 | 79 | 2,60 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 4.770 | 369 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 4.798 | 9,74 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 31.575 | 0,03 | 2.433 | 0,33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5.013 | 1,21 | 388 | 1,84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 75.606 | 5.847 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 34.580 | 2.674 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 5.868 | 0,65 | 454 | 1,34 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 456.255 | 589,26 | 35.282 | 594,12 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4.654 | 2,40 | 360 | 2,87 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 175 | 29,63 | 14 | 30,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13.546 | 16,72 | 1.048 | 17,51 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5.415 | 419 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.430 | 3,17 | 111 | 3,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 40.242 | 0,64 | 3.112 | 1,34 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5.766 | 20,55 | 446 | 21,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 33.829 | 41,28 | 2.616 | 42,27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7.601 | 13,01 | 588 | 13,76 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22.893 | 7,78 | 1.770 | 8,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12.358 | 3,73 | 956 | 4,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 148.163 | 6,02 | 11.457 | 6,76 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1.779 | 138 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.202 | 347,33 | 1.408 | 350,96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 269.456 | 63,61 | 21 | 66,67 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 55 | 4 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 104.504 | 5,59 | 8.082 | 6,34 |
