Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund inkluderer Phoenix Wealth Advisors, LGT Group Foundation, Principal Securities, Inc., og Steward Partners Investment Advisory, Llc .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60 701 | 2,11 | 5 973 | 1,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 203 | 135,76 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13 810 | 27,85 | 1 364 | 27,86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 57 678 | 18,55 | 5 697 | 18,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 868 | 4,73 | 777 | 5,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 502 | 280,54 | 1 827 | 280,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3 389 | 0,06 | 335 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 692 | 2,53 | 365 | 2,54 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 125 | 0,81 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33 361 | 103,22 | 3 295 | 103,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20 447 | 1 128,05 | 2 019 | 1 131,10 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 197 347 | 68,40 | 19 491 | 68,43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2 648 | 0,23 | 262 | 0,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13,69 | 54 | 14,89 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 16 399 | 1 620 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 107 565 | 6,71 | 10 624 | 6,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 519 | 7,73 | 2 915 | 7,76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 292 | 69,64 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 13 980 | 495,15 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 38 355 | 12,92 | 3 788 | 12,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 810 | 24,68 | 969 | 24,58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1,59 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 104 009 | 52,40 | 10 272 | 52,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 052 | 8,88 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6 826 | 2,09 | 674 | 2,12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950,00 | 2 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2 520 | 10,14 | 249 | 10,22 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4 192 | 9,94 | 414 | 10,11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23 600 | 2 331 | ||||||
| 2025-07-22 | 13F | LGT Group Foundation | 5 518 | 545 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 089 | 5,33 | 602 | 5,43 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 582 | 2,49 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 6 763 | 21,11 | 668 | 21,49 |
