Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF inkluderar Per Stirling Capital Management, LLC., Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Prevail Innovative Wealth Advisors, Llc, Systelligence, LLC, Cambridge Investment Research Advisors, Inc., Comerica Bank, Flow Traders U.s. Llc, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, WBIG - WBI BullBear Yield 3000 ETF, Cetera Investment Advisers, Center for Financial Planning, Inc., EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Cherry Creek Investment Advisors, Inc., D.a. Davidson & Co., PFG Investments, LLC, Tilson Financial Group, Inc., EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, och Allworth Financial LP .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Envestnet Asset Management Inc | 42 685 | 90,05 | 2 182 | 91,40 | ||||
2025-08-12 | 13F | LPL Financial LLC | 450 110 | 36,16 | 23 014 | 37,15 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 9 810 | 502 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 61 783 | 22,47 | 3 159 | 23,36 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 411 | 2 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 49 481 | 20,49 | 2 530 | 21,35 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 19 882 | 1 017 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 23 253 | 1 | ||||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 108 231 | 61,72 | 5 534 | 62,88 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 478 | 0,98 | 127 | 1,61 | ||||
2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 116 726 | 5 968 | ||||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 9 285 | 475 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 55 751 | 2 851 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 063 | 33,95 | 361 | 35,21 | ||||
2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 14 200 | 726 | ||||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 4 516 | 0 | ||||||
2025-08-22 | NP | EVTR - Eaton Vance Total Return Bond ETF | 210 000 | 29,23 | 10 737 | 30,18 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 37 270 | 107,56 | 2 | |||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 9 020 | 461 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 5 800 | 297 | ||||||
2025-08-15 | 13F | Morgan Stanley | 4 052 475 | 134,95 | 207 203 | 136,67 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 25 367 | 119,23 | 1 297 | 120,95 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 133 748 | 9,81 | 6 839 | 10,61 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5 460 | 279 | ||||||
2025-08-14 | 13F | Comerica Bank | 28 756 | 1 470 | ||||||
2025-08-11 | 13F | Platform Technology Partners | 166 382 | 4,24 | 8 507 | 5,01 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 8 889 | 4,26 | 455 | 5,09 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 3 665 | 187 | ||||||
2025-08-27 | NP | EBABX - Eaton Vance Core Plus Bond Fund Class A | 210 000 | 29,23 | 10 737 | 30,18 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16 816 | 13,41 | 1 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 68 765 | 1,66 | 3 516 | 2,39 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 4 641 | 237 | ||||||
2025-08-25 | NP | Core Bond Portfolio - Core Bond Portfolio | 210 000 | 29,63 | 10 737 | 30,57 | ||||
2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
2025-06-23 | NP | Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio | 186 000 | 43,08 | 9 469 | 44,10 | ||||
2025-08-04 | 13F | Assetmark, Inc | 117 060 | 5 985 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 10 961 | 560 | ||||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 19 275 | 986 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 243 137 | 12 432 | ||||||
2025-07-29 | 13F | Systelligence, LLC | 52 107 | 2 664 |