Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF, omfatter WESPAC Advisors SoCal, LLC, Beacon Financial Advisory LLC, Brookstone Capital Management, Safe Harbor Wealth Advisors, LLC, Ameritas Advisory Services, LLC, Global Retirement Partners, LLC, Truvestments Capital Llc, og Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 247 | 12 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 107.146 | 1,93 | 5.113 | 0,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 191.754 | 28,44 | 9.150 | 27,58 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7.981 | 381 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.851.093 | 7,19 | 88.334 | 6,46 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 25.937 | 0,75 | 1.238 | 0,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.335 | 827 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 29.296 | 34,37 | 1.398 | 33,52 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 48 | 2,13 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 4.720 | 6,64 | 225 | 6,13 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 114.439 | 11,54 | 5.461 | 10,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 23.518 | 35,89 | 1.122 | 35,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 6.532 | 45,80 | 312 | 44,65 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 11.741 | 13,21 | 560 | 12,45 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 9.815 | 0,68 | 468 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.066.490 | 18,54 | 50.893 | 17,74 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 17.649 | 842 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 187 | 9 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 37.785 | 12,73 | 1.803 | 11,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28.329 | 93,78 | 1.352 | 92,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.984 | 13,59 | 1 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 75.507 | 18,53 | 3.603 | 17,75 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 78.732 | 3.757 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 72.996 | 10,76 | 3.483 | 10,01 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 70.944 | 30,84 | 3.385 | 29,99 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 50.291 | 15,98 | 2.400 | 15,17 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 16.225 | 785 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 363 | 17 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10.359 | 494 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 105.410 | 12,91 | 5.030 | 11,83 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 75.874 | 7,76 | 3.621 | 7,04 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 12.303 | 4,69 | 587 | 4,08 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 38.397 | 1.832 | ||||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4.918 | 15,01 | 235 | 14,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 515.315 | 36,77 | 24.591 | 35,85 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 33.471 | 28,49 | 1.597 | 27,66 |
