Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF meliputi Sovran Advisors, LLC, Janney Montgomery Scott LLC, Merit Financial Group, LLC, Integrated Wealth Concepts LLC, Napa Wealth Management, Comerica Bank, Private Trust Co Na, GW&K Investment Management, LLC, Jones Financial Companies Lllp, GPS Wealth Strategies Group, LLC, dan Global Retirement Partners, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5,552 | 4.42 | 200 | 17.75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 141,376 | 18.61 | 5,080 | 33.33 | ||||
2025-08-14 | 13F | Mariner, LLC | 877,059 | 4.48 | 31,517 | 17.43 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 98 | 4 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 11 | ||||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 270 | 0.75 | 10 | 12.50 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 53,030 | 6.46 | 1,906 | 19.66 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 120,355 | 4,264 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148,330 | 9.20 | 5,330 | 22.75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1,230,100 | 0.67 | 44,204 | 13.16 | ||||
2025-08-14 | 13F | Napa Wealth Management | 22,893 | 823 | ||||||
2025-07-15 | 13F | McAdam, LLC | 44,768 | 1.15 | 1,609 | 13.72 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 60,761 | 31.88 | 2,183 | 49.11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193,103 | 943.41 | 6,939 | 1,074.11 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 269,941 | 4.49 | 9,440 | 10.79 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,810 | 0.58 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33,030 | 1,187 | ||||||
2025-08-14 | 13F | Comerica Bank | 3,099 | 111 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 59,474 | 2,137 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,375 | 984 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,901 | 212 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 66,741 | 2 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 860 | 31 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 699 | 0 | ||||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8,600 | 33.35 | 309 | 50.00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15,569 | 4.60 | 559 | 17.68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 764 | 25.25 | 27 | 42.11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 409 | 15 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 43,256 | 18.39 | 1,554 | 33.05 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 35,951 | 1.74 | 1,292 | 14.35 |