Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF inkluderar Peak Financial Management, Inc., Wealth Management Partners, LLC, Bright Futures Wealth Management, LLC., Tcfg Wealth Management, Llc, Global Retirement Partners, LLC, Pnc Financial Services Group, Inc., Jones Financial Companies Lllp, Virtus ETF Advisers LLC, och Virtus Fixed Income Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisory Resource Group | 198 105 | 2,92 | 4 523 | 4,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 679 | 63,61 | 15 | 66,67 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 622 339 | 15,26 | 14 208 | 16,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 | 0 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 797 | 224 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 363 464 | 5,35 | 76 788 | 6,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 71 749 | 3,63 | 1 638 | 5,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437 616 | 12,52 | 9 991 | 13,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 490 171 | 41,16 | 11 191 | 42,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 997 | 23 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 102 414 | 37,03 | 2 338 | 38,67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13 747 | 1,74 | 314 | 2,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22 059 | 118,04 | 504 | 120,61 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13 425 | 296 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 167 819 | 14,52 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 55 347 | 2,45 | 1 264 | 3,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 482 | 11 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 302 674 | 6 910 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 037 | 17,12 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 378 | 0,16 | 146 | 1,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 395 236 | 12,13 | 31 853 | 13,42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 17 314 | 6,99 | 395 | 8,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562 961 | 3,38 | 12 853 | 4,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 40 004 | 42,76 | 913 | 44,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 349 | 31 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 243 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 359 | 35 800,00 | 8 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 270 | 6 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 33 941 | 771 |
