DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
Ejer |
Egenkapitalværdi ($1000) |
Opkaldsværdi ($1000) |
Sæt værdi ($1000) |
Netto Lang/Kort ($1000) |
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A
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Wells Fargo & Company/mn
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LPL Financial LLC
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North Star Investment Management Corp.
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Concurrent Investment Advisors, LLC
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Glass Jacobson Investment Advisors llc
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Resources Investment Advisors, LLC.
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Susquehanna International Group, Llp
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UBS Group AG
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Boreal Capital Management LLC
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Jpmorgan Chase & Co
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Steward Partners Investment Advisory, Llc
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Global Retirement Partners, LLC
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Acorn Wealth Advisors, LLC
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Ameriprise Financial Inc
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Principal Securities, Inc.
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Stifel Financial Corp
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Warren Averett Asset Management, LLC
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Morgan Dempsey Capital Management Llc
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Walkner Condon Financial Advisors LLC
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Westside Investment Management, Inc.
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Bank Of America Corp /de/
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Atria Wealth Solutions, Inc.
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Jane Street Group, Llc
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Comerica Bank
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Morgan Stanley
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First Foundation Advisors
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HBK Sorce Advisory LLC
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Royal Bank Of Canada
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Cwm, Llc
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Zions Bancorporation, National Association /ut/
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Parallel Advisors, LLC
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SOUTH STATE Corp
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Advisor Group Holdings, Inc.
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Raymond James Financial Inc
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Harbour Investments, Inc.
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BankPlus Wealth Management LLC
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Commonwealth Equity Services, Llc
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Fmr Llc
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Cetera Investment Advisers
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Rehmann Capital Advisory Group
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WealthPlan Investment Management, LLC
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NorthRock Partners, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Citadel Advisors Llc
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Colony Group, LLC
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Collaborative Wealth Managment Inc.
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Ameritas Advisory Services, LLC
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Envestnet Asset Management Inc
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Alexis Investment Partners, LLC
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New Insight Wealth Advisors
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Millington Financial Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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WPG Advisers, LLC
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RBBAX - Columbia Funds Series Trust II - Columbia Income Builder Fund Class A
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