Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund inkluderar Phoenix Wealth Advisors, LGT Group Foundation, Principal Securities, Inc., och Steward Partners Investment Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60 701 | 2,11 | 5 973 | 1,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 203 | 135,76 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13 810 | 27,85 | 1 364 | 27,86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 57 678 | 18,55 | 5 697 | 18,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 868 | 4,73 | 777 | 5,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 502 | 280,54 | 1 827 | 280,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3 389 | 0,06 | 335 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 692 | 2,53 | 365 | 2,54 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 125 | 0,81 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33 361 | 103,22 | 3 295 | 103,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20 447 | 1 128,05 | 2 019 | 1 131,10 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 197 347 | 68,40 | 19 491 | 68,43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2 648 | 0,23 | 262 | 0,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13,69 | 54 | 14,89 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 16 399 | 1 620 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 107 565 | 6,71 | 10 624 | 6,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 519 | 7,73 | 2 915 | 7,76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 292 | 69,64 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 13 980 | 495,15 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 38 355 | 12,92 | 3 788 | 12,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 810 | 24,68 | 969 | 24,58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1,59 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 104 009 | 52,40 | 10 272 | 52,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 052 | 8,88 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6 826 | 2,09 | 674 | 2,12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950,00 | 2 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2 520 | 10,14 | 249 | 10,22 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4 192 | 9,94 | 414 | 10,11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23 600 | 2 331 | ||||||
| 2025-07-22 | 13F | LGT Group Foundation | 5 518 | 545 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 089 | 5,33 | 602 | 5,43 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 582 | 2,49 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 6 763 | 21,11 | 668 | 21,49 |
