Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF inkluderar Sovran Advisors, LLC, Janney Montgomery Scott LLC, Merit Financial Group, LLC, Integrated Wealth Concepts LLC, Napa Wealth Management, Comerica Bank, Private Trust Co Na, GW&K Investment Management, LLC, Jones Financial Companies Lllp, GPS Wealth Strategies Group, LLC, och Global Retirement Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5 552 | 4,42 | 200 | 17,75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 141 376 | 18,61 | 5 080 | 33,33 | ||||
2025-08-14 | 13F | Mariner, LLC | 877 059 | 4,48 | 31 517 | 17,43 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 98 | 4 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 11 | ||||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 270 | 0,75 | 10 | 12,50 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 53 030 | 6,46 | 1 906 | 19,66 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 120 355 | 4 264 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148 330 | 9,20 | 5 330 | 22,75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1 230 100 | 0,67 | 44 204 | 13,16 | ||||
2025-08-14 | 13F | Napa Wealth Management | 22 893 | 823 | ||||||
2025-07-15 | 13F | McAdam, LLC | 44 768 | 1,15 | 1 609 | 13,72 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 60 761 | 31,88 | 2 183 | 49,11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193 103 | 943,41 | 6 939 | 1 074,11 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 269 941 | 4,49 | 9 440 | 10,79 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 810 | 0,58 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 030 | 1 187 | ||||||
2025-08-14 | 13F | Comerica Bank | 3 099 | 111 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 59 474 | 2 137 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 375 | 984 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 901 | 212 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 66 741 | 2 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 860 | 31 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 699 | 0 | ||||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8 600 | 33,35 | 309 | 50,00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15 569 | 4,60 | 559 | 17,68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 764 | 25,25 | 27 | 42,11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 409 | 15 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 43 256 | 18,39 | 1 554 | 33,05 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 35 951 | 1,74 | 1 292 | 14,35 |