Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF inkluderar Silverlake Wealth Management Llc, Us Bancorp \de\, och Briaud Financial Planning, Inc .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 9 905 | 4,63 | 499 | 5,27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 544 | 1,45 | 78 | 1,32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 980 | 201 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27 887 | 1 406 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 14 374 | 3,00 | 724 | 3,58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17 400 | 19,36 | 877 | 20,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 284 | 216 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23 446 | 11,23 | 1 182 | 11,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10 271 | 518 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 114 964 | 22,61 | 5 794 | 23,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96 898 | 19,34 | 4 888 | 20,01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14 777 | 18,69 | 745 | 19,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53 268 | 56,78 | 2 685 | 57,79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10 689 | 0,02 | 539 | 0,56 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35 902 | 1,53 | 1 809 | 2,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 728 | 1 069,41 | 3 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 894 | 16,39 | 247 | 17,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229 834 | 13,15 | 11 584 | 13,85 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 60 058 | 7,86 | 3 027 | 8,50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14 306 | 0,06 | 721 | 0,70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | 33,22 | 20 | 33,33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17 250 | 0,22 | 869 | 0,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 592 856 | 5,08 | 29 880 | 5,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 695 | 8,50 | 589 | 9,28 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 138 578 | 17,14 | 6 989 | 17,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119 752 | 28,82 | 6 035 | 29,62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116 404 | 60,76 | 5 867 | 61,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 203 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 214 137 | 19,01 | 10 793 | 19,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336 752 | 2,84 | 17 | 0,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9 640 | 486 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27 332 | 9,72 | 1 383 | 10,38 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 422 | 0,38 | 475 | 0,85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 343 | 17,36 | 824 | 18,08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 50 027 | 4,57 | 2 521 | 5,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29 612 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 272 | 112,58 | 265 | 113,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 78 706 | 2,34 | 3 967 | 2,96 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10 606 | 17,37 | 535 | 18,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16 596 | 0,61 | 836 | 1,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 493 | 8,91 | 379 | 9,86 |
