Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF inkluderar Insight Wealth Strategies, LLC, Tempus Wealth Planning, LLC, 1620 Investment Advisors, Inc., Savvy Advisors, Inc., Dynamic Advisor Solutions LLC, Hidden Cove Wealth Management, LLC, Jefferies Financial Group Inc., D.a. Davidson & Co., Prospera Financial Services Inc, Two Sigma Securities, Llc, EverSource Wealth Advisors, LLC, Brown, Lisle/cummings, Inc., First Horizon Advisors, Inc., Private Trust Co Na, och Salem Investment Counselors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 80 276 | 1 454,53 | 4 129 | 1 451,88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 376 | 122 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 917 | 201 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 40 235 | 2 069 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19 757 | 1 016 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197 056 | 0,14 | 10 135 | 0,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128 629 | 61,22 | 6 615 | 62,45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 | 1 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2 067 | 24,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 | 1 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 74 767 | 8,13 | 3 845 | 8,95 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 46 | 2 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 178 423 | 7,88 | 9 176 | 8,71 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 416 019 | 21 421 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 371 | 46,71 | 431 | 47,77 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7 900 | 16,24 | 406 | 17,34 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14 099 | 12,55 | 725 | 13,46 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14 055 | 84,11 | 723 | 83,25 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 6 755 | 347 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 46 917 | 568,52 | 2 413 | 573,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 041 | 35,60 | 1 339 | 36,63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 920 | 407 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50 266 | 25,37 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 446 | 7,06 | 332 | 7,82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 998 | 308 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6 419 | 330 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22 172 | 45,59 | 1 140 | 46,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162 649 | 10,49 | 8 367 | 11,34 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6 395 | 4,37 | 329 | 5,13 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 16 081 | 33,57 | 827 | 34,69 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 24 881 | 67,02 | 1 280 | 68,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46 565 | 48,37 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 860 | 37,83 | 147 | 40,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 212 496 | 1,74 | 10 929 | 2,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 770 | 13,83 | 1 122 | 14,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 806 | 401 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 248 | 578 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 740 | 152,41 | 1 118 | 154,67 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10 412 | 535 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 957 | 27,67 | 1 026 | 28,73 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 | 1 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 696 | 293 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 21 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 233 118 | 2,69 | 11 989 | 3,48 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 47 756 | 103,77 | 2 456 | 105,27 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 950 | 2,47 | 100 | 3,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 475 | 206,24 | 1 619 | 208,78 |
