Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF inkluderar SILVER OAK SECURITIES, Inc, Dogwood Wealth Management LLC, Continuum Advisory, LLC, Cambridge Investment Research Advisors, Inc., Tower Wealth Partners, Inc., Able Wealth Management LLC, Ambassador Advisors, LLC, Pineridge Advisors LLC, Raymond James Financial Inc, Allworth Financial LP, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 86 109 | 4,93 | 4 123 | 5,21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 933 | 10 266,67 | 45 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 736 | 227 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26 471 | 13,14 | 1 267 | 13,43 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 91 128 | 15,06 | 4 363 | 15,39 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 85 583 | 4 098 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 299 | 254 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92 872 | 4,58 | 4 447 | 4,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 491 | 24 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11 496 | 32,56 | 550 | 32,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 144 609 | 19,62 | 6 924 | 19,94 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 21 259 | 1 018 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 92 480 | 25,02 | 4 428 | 25,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 47 | 4 600,00 | 2 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 607 | 29 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 8 034 | 385 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7 672 | 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 247 | 251 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11 183 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8 873 | 2,09 | 425 | 2,42 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 64 349 | 1,67 | 3 081 | 1,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 882 | 140,04 | 808 | 141,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 28 560 | 1 347 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 292 | 82,11 | 684 | 82,89 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 6 964 | 333 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 757 601 | 5,73 | 36 274 | 6,01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36 337 | 2,71 | 1 740 | 2,96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 384 | 113,83 | 1 359 | 114,69 |
