Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Professionally Managed Portfolios - Congress Intermediate Bond ETF meliputi National Asset Management, Inc., Snowden Capital Advisors LLC, dan LPL Financial LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,470 | 7.61 | 261 | 8.30 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 203,189 | 7.37 | 5,068 | 8.02 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 637,206 | 23.01 | 15,892 | 23.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 59,908 | 448.81 | 1,494 | 453.33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,715,409 | 9.13 | 67,722 | 9.80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 168,284 | 7.48 | 4,197 | 8.14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 334,366 | 412.19 | 8,339 | 422.82 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 96,977 | 6.15 | 2,419 | 6.80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 46,030 | 1,148 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42,148 | 6.73 | 1,051 | 7.35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 20,286 | 506 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56,305 | 20.02 | 1,404 | 20.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,678,630 | 5.04 | 66,805 | 5.68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 27,799 | 693 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 11,861 | 1.90 | 296 | 2.43 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 49,949 | 3.73 | 1,245 | 4.36 |
