Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund inkluderar ASTIX - Astor Dynamic Allocation Fund Class I shares, Sand Hill Global Advisors, LLC, Wiley Bros.-aintree Capital, Llc, Charter Capital Management, LLC\DE, JGP Wealth Management, LLC, Howard Bailey Securities, Llc, Outlook Wealth Advisors, LLC, Sigma Planning Corp, World Equity Group, Inc., Kestra Investment Management, LLC, ERNZ - TrueShares Active Yield ETF, Crewe Advisors LLC, och Quest 10 Wealth Builders, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 47 302 | 174,34 | 4 533 | 174,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18 567 | 62,63 | 1 779 | 62,47 | ||||
| 2025-08-07 | 13F | PFG Advisors | 26 190 | 2,20 | 2 510 | 2,03 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 229 | 22 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 170 588 | 16,00 | 16 347 | 15,82 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 41 486 | 1,96 | 3 976 | 1,79 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 3 270 | 313 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 437 042 | 2,11 | 41 882 | 1,95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33 667 | 39,64 | 3 226 | 39,47 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 431 | 0,03 | 1 095 | −0,09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 120 | 43,13 | 872 | 42,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 027 | 10,79 | 98 | 11,36 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 249 893 | 0,60 | 23 947 | 0,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 213 441 | 92,49 | 20 454 | 92,20 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 423 | 34,80 | 520 | 34,46 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 164 | 119,76 | 782 | 119,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 464 | 86,64 | 332 | 85,96 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 47 877 | 2,90 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 3 555 | 60,21 | 341 | 60,38 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 14 373 | 0,31 | 1 377 | 0,15 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 047 | 100 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 5 518 | 16,96 | 529 | 16,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 793 | 435,81 | 76 | 435,71 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 65 433 | 2,49 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 30 045 | 9,39 | 2 879 | 9,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 21 030 | 145,16 | 2 015 | 144,84 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 329 | 128 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 93 703 | 5,65 | 8 980 | 5,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 195 891 | 0,70 | 18 772 | 0,55 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 185 159 | 150,56 | 17 744 | 150,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 903 | 26,93 | 1 716 | 26,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 850 | 41,37 | 1 615 | 41,70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 395 | 10,12 | 516 | 9,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 216 | 277,02 | 308 | 280,25 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 215 648 | 4,17 | 20 551 | 3,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 056 | 55,67 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | 31,22 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 504 | 1 869 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 77 974 | 1,21 | 7 472 | 1,05 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2 594 | 1,09 | 249 | 0,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 774 | 139,77 | 362 | 139,07 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 591 | 248 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 57 353 | 138,36 | 5 496 | 138,03 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 42 926 | 0,98 | 4 114 | 0,83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 736 | 12,72 | 837 | 12,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 842 | 14,11 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 894 | 948 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 29 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12 670 | 6,69 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 529 | 366,16 | 147 | 370,97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 51 | 5 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 13 063 | 3,06 | 1 252 | 2,88 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 289 | 315 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42 809 | 85,79 | 4 | 100,00 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 9 011 | 5,68 | 863 | 5,50 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 915 | 44,81 | 471 | 44,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5 733 | 137,79 | 549 | 137,66 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 63 999 | 149,31 | 6 133 | 149,01 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8 192 | 785 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 50 293 | 3,01 | 4 820 | 2,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 402 662 | 6,36 | 38 587 | 6,20 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 230 | 214 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 360 068 | 3,29 | 34 505 | 3,13 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 18 077 | 29,09 | 1 732 | 28,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 98 192 | 1,02 | 9 410 | 0,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 805 | 0,19 | 460 | 0,00 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 41 805 | 2,14 | 4 006 | 1,99 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 43 130 | 0,16 | 4 133 | 0,02 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 44 380 | 1,43 | 4 253 | 1,26 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 439 985 | 7,40 | 42 164 | 7,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 756 | 76,50 | 4 774 | 76,06 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 17 090 | 2,00 | 1 638 | 1,80 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 266 | 3,85 | 313 | 3,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34 168 | 9,56 | 3 274 | 9,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 648 644 | 121,37 | 62 160 | 121,03 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3 575 | 1,94 | 341 | 1,79 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 6 380 | 611 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 131 354 | 3,29 | 12 588 | 3,13 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2 636 | 253 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 057 | 0,30 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 3 875 | 371 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 12 966 | 1 243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 969 | 13,35 | 1 722 | 13,15 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9 642 | 113,41 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 23 923 | 37,85 | 2 293 | 37,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 354 441 | 7,12 | 33 966 | 6,96 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 915 | 67,29 | 950 | 67,25 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 31 508 | 3 024 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250 872 | 4,00 | 24 041 | 3,84 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 27 111 | 1,54 | 2 598 | 1,41 |
