Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF meliputi 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., dan Capital A Wealth Management, 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 | 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 |