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 SILVER OAK SECURITIES, Inc, Dogwood Wealth Management LLC, Continuum Advisory, LLC, Cambridge Investment Research Advisors, Inc., Tower Wealth Partners, Inc., Able Wealth Management LLC, Ambassador Advisors, LLC, Pineridge Advisors LLC, Raymond James Financial Inc, Allworth Financial LP, og Capital A Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 86.109 | 4,93 | 4.123 | 5,21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 933 | 10.266,67 | 45 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4.736 | 227 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26.471 | 13,14 | 1.267 | 13,43 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 91.128 | 15,06 | 4.363 | 15,39 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 85.583 | 4.098 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5.299 | 254 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92.872 | 4,58 | 4.447 | 4,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 491 | 24 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11.496 | 32,56 | 550 | 32,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 144.609 | 19,62 | 6.924 | 19,94 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 21.259 | 1.018 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 92.480 | 25,02 | 4.428 | 25,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 47 | 4.600,00 | 2 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 607 | 29 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 8.034 | 385 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7.672 | 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.247 | 251 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11.183 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8.873 | 2,09 | 425 | 2,42 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 64.349 | 1,67 | 3.081 | 1,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.882 | 140,04 | 808 | 141,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 28.560 | 1.347 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14.292 | 82,11 | 684 | 82,89 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 6.964 | 333 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 757.601 | 5,73 | 36.274 | 6,01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36.337 | 2,71 | 1.740 | 2,96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28.384 | 113,83 | 1.359 | 114,69 |
