Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund inkluderar Walled Lake Planning & Wealth Management, Llc, Abacus Planning Group, Inc., Sei Investments Co, Financial Connections Group, Inc., Brookstone Capital Management, First Heartland Consultants, Inc., Atria Investments Llc, United Capital Financial Advisers, Llc, Susquehanna International Group, Llp, Evolution Wealth Management Inc., CoreCap Advisors, LLC, IFP Advisors, Inc, Comerica Bank, Global Retirement Partners, LLC, Raymond James Financial Inc, och Ameritas Advisory Services, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 778 | 420,22 | 281 | 420,37 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 38 171 | 43,26 | 3 863 | 43,25 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 254 040 | 1 768,77 | 25 709 | 1 769,67 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 4 073 | 60,23 | 412 | 60,31 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 5 927 | 1,04 | 600 | 1,01 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 22 776 | 447,24 | 2 305 | 447,27 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 19 662 | 100,29 | 1 990 | 100,30 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 228 396 | 23 114 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2 626 | 266 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 35 182 | 10,85 | 3 560 | 10,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 42 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 12 470 | 190,61 | 1 262 | 190,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 598 | 465 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 32 521 | 464,60 | 3 291 | 465,46 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 84 737 | 188,66 | 8 575 | 188,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 766 | 4,30 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 20 280 | 16,77 | 2 052 | 16,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 80 378 | 1,45 | 8 134 | 1,45 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 370 | 320,25 | 139 | 331,25 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10 123 | 21,99 | 1 024 | 22,05 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 134 | 389,65 | 1 633 | 390,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8 527 | 2,29 | 863 | 2,25 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4 717 | 477 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 095 | 617 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 438 843 | 67,70 | 44 411 | 67,69 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 118 | 136,00 | 12 | 120,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 285 | 29 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 378 510 | 26,34 | 38 305 | 26,34 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6 133 | 1 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 59 229 | 5 994 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 457 700 | 89,50 | 46 319 | 89,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 | 4 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 968 | 7,53 | 402 | 7,51 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 430 | 238,58 | 44 | 258,33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 26 900 | 388,82 | 2 722 | 389,57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 75 418 | 701,47 | 7 632 | 701,68 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 26 865 | 0,12 | 2 719 | 0,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18 075 | 289,30 | 1 829 | 289,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41 601 | 261,34 | 4 210 | 261,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 65 645 | 1 857,80 | 6 643 | 1 859,59 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10 344 | 101,28 | 1 047 | 101,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77 | 8 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 000 | 304 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 557 | 158 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 54 665 | 8,70 | 5 532 | 8,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 494 | 2 145,45 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 8 036 | 813 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 456 | 2,05 | 755 | 2,03 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25 | 3 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 10 385 | 1 051 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42 449 | 49,55 | 4 298 | 49,81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73 | 7 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 10 138 | 242,50 | 1 026 | 243,14 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 106 347 | 41,09 | 10 762 | 41,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165 184 | 88,75 | 16 717 | 88,76 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 12 814 | 154,85 | 1 297 | 155,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 14 984 | 1 516 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 81 078 | 3 203,91 | 8 205 | 3 208,47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 598 | 465 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 365 151 | 54,97 | 138 153 | 54,97 |
