Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF inkluderar Smith, Moore & Co., Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, Syon Capital Llc, Quantinno Capital Management LP, eCIO, Inc., Raymond James Financial Inc, Harvest Investment Services, LLC, Brookstone Capital Management, Ameritas Advisory Services, LLC, Northwestern Mutual Wealth Management Co, Ameritas Investment Partners, Inc., och Capital A Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 905 | 1,32 | 194 | 1,58 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 13 465 | 17,66 | 667 | 17,05 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 89 400 | 4 435 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 192 270 | 6,17 | 9 560 | 6,55 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 634 | 1,28 | 31 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 164 | 8 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 138 | 7 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 940 | 124,34 | 47 | 130,00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5 374 | 17,72 | 267 | 17,70 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 333 | 215 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 867 533 | 5 493,38 | 17 | −97,80 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 80 072 | 3 974 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 21 316 | 104,14 | 1 058 | 103,66 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10 349 | 0,02 | 512 | −0,20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 207 294 | 7,81 | 10 288 | 7,62 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 187 026 | 96,33 | 9 282 | 95,99 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 286 565 | 23,03 | 14 222 | 22,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 149 | 7 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | 0 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4 671 | 232 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 724 205 | 35 942 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 454 694 | 26,55 | 22 566 | 26,32 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 989 | 17,83 | 446 | 17,68 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 546 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 054 535 | 12,71 | 52 337 | 12,50 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 98 400 | 4 865 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 | 0 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 93 431 | 15,38 | 4 637 | 15,15 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 122 | 13,90 | 403 | 13,84 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 473 | 36,36 | 1 562 | 36,18 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 386 | 25,32 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 418 134 | 33,62 | 70 382 | 33,38 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45 109 | 170,00 | 2 239 | 169,64 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 19 001 | 943 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 113 004 | 51,61 | 5 608 | 51,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 587 | 277 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 185 219 | 474,13 | 9 192 | 473,07 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 012 | 993 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 497 139 | 24 673 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 15 147 | 752 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 29 | 1 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31 048 | 13,61 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 | 0 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 80 700 | 10,21 | 4 005 | 10,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 101 277 | 176,55 | 5 026 | 176,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 384 673 | 48,97 | 19 091 | 48,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 538 | 27 | ||||||
| 2025-03-28 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 99 201 | 74,89 | 4 931 | 74,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56 301 | 11,64 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 500 | 223 | ||||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 5 388 | 1,74 | 267 | 1,52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 012 | 6,66 | 1 688 | 6,50 |
