Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF, omfatter CI Private Wealth, LLC, Buckingham Strategic Partners, Ndwm Llc, Guggenheim Capital Llc, Sand Hill Global Advisors, LLC, Cerity Partners LLC, Oppenheimer & Co Inc, United Capital Financial Advisers, Llc, Elser Financial Planning, Inc, Wealthspire Advisors, LLC, NavPoint Financial, Inc., Hurlow Wealth Management Group, Inc., Martin Worley Group, Catalyst Private Wealth, Llc, Northwestern Mutual Wealth Management Co, Twin Peaks Wealth Advisors, LLC, Weaver Consulting Group, First Pacific Financial, WFA of San Diego, LLC, og Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68.306 | 6.667 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5.624 | 549 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3.879.597 | 71,50 | 378.687 | 70,12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 8.825 | 1 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5.375 | 9,58 | 525 | 8,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 218.786 | 185,63 | 21.356 | 183,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.399 | 234 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2.543 | 248 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 225.420 | 10.448,43 | 22.003 | 10.377,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 79.392 | 7.749 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1.547 | 151 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2.530 | 1,20 | 247 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.905 | 68,00 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 11.904 | 1.162 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 53.092 | 55,97 | 5.182 | 54,73 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 59.384 | 12,20 | 5.796 | 11,29 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 590 | 58 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 39.000 | 3.807 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18.188 | 78,70 | 1.771 | 76,92 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 24.955 | 2.436 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.027 | 225,17 | 686 | 223,11 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3.448 | 337 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 2.064 | 201 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.898 | 5,31 | 1.454 | 4,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2.389 | 233 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2.248 | 219 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 253 | 0,80 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 17.154 | 1.674 | ||||||
| 2025-08-08 | 13F | Creative Planning | 52.635 | 230,79 | 5.138 | 228,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7.195 | 702 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 625 | 47,06 | 61 | 48,78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 26.042 | 24,04 | 2.542 | 23,05 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 5.444 | 0,42 | 531 | -0,38 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 5.176 | 57,61 | 502 | 59,55 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8.451 | 825 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.675 | 261 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 37.108 | 2.783,29 | 3.622 | 2.774,60 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 2.465 | 241 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13.796 | 2,10 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 12.418 | 46,40 | 1.212 | 45,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.942 | 190 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 19.091 | 8,07 | 1.863 | 7,19 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6.792 | 663 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.903 | 390.200,00 | 381 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19.031 | 8,10 | 1.858 | 7,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21.369 | 13,88 | 2.086 | 12,95 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 18.478 | 5,90 | 1.804 | 5,07 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 2.935 | 286 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 64.633 | 627,93 | 6.309 | 622,57 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 3.207 | 313 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 154.216 | 33,46 | 15.053 | 32,40 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 4.341 | 2,38 | 424 | 1,44 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9.281 | 119,10 | 906 | 117,55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19.805 | 1.930 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 70.763 | 5,38 | 6.889 | 6,96 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 3.890 | 377 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 3.011 | 294 |
