Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF inkluderar GGM Financials LLC, Core Wealth Advisors, Inc., Latitude Advisors, LLC, Foronjy Financial Llc, Kestra Advisory Services, LLC, Sound Income Strategies, LLC, Global Retirement Partners, LLC, Raymond James Financial Inc, Ancora Advisors, LLC, Spire Wealth Management, AE Wealth Management LLC, 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 | Anson Capital, Inc. | 189 493 | 4,82 | 8 188 | 5,34 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25 027 | 1,95 | 1 081 | 2,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 110 | 210,92 | 48 | 213,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 120 | 92 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 745 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 311 | 13 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 26 | 52,94 | 1 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 14 019 | 0,44 | 606 | 0,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 613 | 0,88 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 13 218 | 571 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 28 817 | 7,35 | 1 245 | 7,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 201 | 5,86 | 1 132 | 6,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 001 | 470,89 | 216 | 483,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 | 41,18 | 1 | |||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 13 218 | 158,16 | 571 | 159,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23 097 | 334,48 | 998 | 337,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 610 | 280,39 | 545 | 283,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 134 | 1,05 | 1 432 | 1,49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 450 | 19 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9 424 | 1,07 | 407 | 1,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 235 | 10 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 780 | 218,37 | 34 | 230,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44 286 | 23,59 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8 174 | 353 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 408 | 19,43 | 233 | 20,10 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8 055 | 348 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 5 583 | 241 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70 192 | 195,55 | 3 033 | 197,06 |
