Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF inkluderer Elequin Capital Lp, Ndwm Llc, Global Retirement Partners, LLC, SOL Capital Management CO, Johnson Bixby & Associates, LLC, Axxcess Wealth Management, Llc, Mariner, LLC, Client First Capital LLC, Fairview Capital Investment Management, Llc, Rockefeller Capital Management L.P., Archvest Wealth Advisors, Inc., Wealth Enhancement Advisory Services, Llc, NWF Advisory Services Inc., Perigon Wealth Management, LLC, Farther Finance Advisors, LLC, Shira Ridge Wealth Management, Old Mission Capital Llc, Morgan Stanley, Cheviot Value Management, LLC, og Wells Fargo & Company/mn .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 970 | 200 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 132 761 | 1 063,55 | 6 708 | 1 072,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 16 497 | 212,09 | 832 | 212,78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 21 400 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 427 | 63,11 | 829 | 63,31 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 143 982 | 3,66 | 7 264 | 3,83 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47 570 | 2 400 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 9 972 | 503 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 11 073 | 38,12 | 558 | 39,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 496 | 25 | ||||||
| 2025-08-08 | 13F | Union Savings Bank | 6 554 | 33,97 | 331 | 34,15 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 37 169 | 1 875 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 888 | 17,16 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48 109 | 198,05 | 2 427 | 198,89 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 358 | 270 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 615 | 435 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 005 | 253 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71 799 | 0,50 | 3 622 | 0,70 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19 922 | 1 005 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 7 761 | 0,69 | 392 | 0,77 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4 487 | 226 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 915 | 702,63 | 46 | 820,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 000 | 504 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 791 | 242 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 597 | 10,23 | 938 | 10,48 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 15 000 | 757 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15 323 | 773 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 965 | 300 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 000 | 858 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15 273 | 771 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 10 979 | 0,23 | 554 | 0,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12 756 | 34,49 | 644 | 34,80 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 9 603 | 5,10 | 484 | 5,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 102 923 | 409,14 | 5 192 | 410,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 839 | 1 152 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 9 602 | 99,38 | 484 | 100,83 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1 750 | 88 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 | 50 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 500 | 126 |
