Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF inkluderar Journey Advisory Group, LLC, Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Brookwood Investment Group LLC, Wealthcare Advisory Partners LLC, Rockefeller Capital Management L.P., 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 79 310 | 10,91 | 3 755 | 11,16 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 884 | 0,48 | 89 | 1,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16 131 | 1,42 | 764 | 1,60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 595 | 53,96 | 170 | 54,55 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 89 577 | 4 241 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 081 | 9,04 | 1 330 | 9,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 607 | 644 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 879 | 1,66 | 135 | 0,75 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 19 612 | 71,63 | 929 | 72,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 156 666 | 52,81 | 7 418 | 53,14 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 000 | 17,65 | 474 | 17,96 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 360 | 5,72 | 254 | 5,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 861 | 11,57 | 1 509 | 11,79 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191 550 | 9 070 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 123 | 1 426 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 151 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 370,59 | 19 | 350,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 133 | 9,65 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 269 | 202 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 99 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65 891 | 82,74 | 3 120 | 83,15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 391 299 | 157,81 | 18 528 | 158,36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 43 074 | 1,32 | 2 040 | 1,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 79 075 | 17,47 | 3 744 | 18,71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 072 | 477 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22 596 | 1,11 | 1 070 | 1,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 67 912 | 2,12 | 3 216 | 2,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 230 | 15,24 | 1 337 | 15,47 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 63 737 | 0,02 | 3 018 | 0,23 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 70 321 | 3 330 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 836 | 756,72 | 2 028 | 759,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15 005 | 151,76 | 710 | 152,67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 604 | 29 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 90 597 | 4 290 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 143 343 | 0,57 | 6 787 | 0,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 174 | 340 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 419 | 1 721,74 | 20 | 1 800,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 163 809 | 3,28 | 7 756 | 3,50 |
