Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF inkluderer Anchor Pointe Wealth Management, LLC, Kestra Private Wealth Services, Llc, CIBC Private Wealth Group, LLC, Skopos Labs, Inc., og Capital Analysts, Inc. .
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 287 | 216,40 | 824 | 216,54 | ||||
2025-08-12 | 13F | LPL Financial LLC | 777 689 | 68,15 | 16 736 | 68,34 | ||||
2025-06-25 | NP | SCHAX - QS Growth Fund Class A | 1 734 981 | 20,47 | 37 250 | 22,06 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 497 653 | 40,97 | 32 230 | 41,13 | ||||
2025-06-25 | NP | SBBAX - QS Conservative Growth Fund Class A | 3 226 056 | 3,98 | 69 263 | 5,36 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 297 437 | 387,89 | 6 401 | 388,55 | ||||
2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 758 959 | 8,26 | 16 333 | 8,38 | ||||
2025-08-26 | NP | FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A | 505 486 | 15,29 | 10 878 | 15,43 | ||||
2025-08-26 | NP | FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class | 9 100 | 47,37 | 196 | 47,73 | ||||
2025-08-26 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 9 301 318 | 3,13 | 200 164 | 3,25 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 767 | 0,66 | 17 | 0,00 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 21 682 | 4,14 | 467 | 4,25 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 678 | 36 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 657 729 | 10,41 | 35 674 | 10,54 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 23 131 | 105,06 | 498 | 105,37 | ||||
2025-08-26 | NP | QLMLFX - QS Variable Conservative Growth Class I | 1 129 862 | 0,08 | 24 315 | 0,20 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 164 623 | 4,37 | 3 543 | 4,48 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 48 596 | 10,21 | 1 | |||||
2025-06-25 | NP | SBCPX - QS Defensive Growth Fund Class A | 1 703 358 | 2,61 | 36 571 | 3,97 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 7 983 | 14,09 | 172 | 14,00 | ||||
2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 272 977 | 12,42 | 5 874 | 12,55 | ||||
2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 525 375 | 6,63 | 11 306 | 6,76 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55 870 | 213,23 | 1 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 64 179 | 6,87 | 1 381 | 6,97 | ||||
2025-08-26 | NP | QLMLSX - QS Variable Moderate Growth Class I | 230 948 | 3,17 | 4 970 | 3,30 | ||||
2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 927 083 | 2,84 | 19 951 | 2,96 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 816 026 | 26,22 | 17 500 | 26,14 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 33 794 | 174,52 | 727 | 175,38 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38 028 | 802 | ||||||
2025-08-26 | NP | FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A | 110 859 | 38,08 | 2 386 | 38,26 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135 329 | 68,74 | 2 911 | 68,95 | ||||
2025-08-26 | NP | QLMLTX - QS Variable Growth Class I | 203 337 | 15,47 | 4 376 | 15,59 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 946 897 | 10,42 | 20 377 | 10,55 | ||||
2025-08-04 | 13F | Assetmark, Inc | 510 580 | 17,98 | 10 988 | 18,11 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 468 535 | 1,29 | 10 083 | 1,41 | ||||
2025-08-26 | NP | FMTZX - Franklin Moderate Allocation Fund Advisor Class | 11 783 516 | 5,84 | 253 581 | 5,97 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 483 | 699 | ||||||
2025-06-25 | NP | SCGRX - QS Moderate Growth Fund Class A | 3 098 913 | 11,05 | 66 534 | 12,51 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 109 652 | 189,42 | 2 351 | 189,05 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 474 | 0 | ||||||
2025-08-11 | 13F | Slagle Financial, LLC | 45 013 | 18,35 | 969 | 18,48 | ||||
2025-08-14 | 13F | Comerica Bank | 16 952 | 3,43 | 365 | 3,41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 81 487 315 | 9,60 | 1 753 607 | 9,72 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 166 814 | 3 590 | ||||||
2025-07-07 | 13F | First Citizens Financial Corp | 21 338 | 3,70 | 459 | 3,85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 14 | 0 | ||||||
2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 4 566 238 | 15,12 | 98 265 | 15,25 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 214 | 91 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 38 243 | 1,97 | 823 | 1,99 | ||||
2025-08-26 | NP | FLTFX - Franklin LifeSmart 2055 Retirement Target Fund Class A | 42 021 | 41,15 | 904 | 41,47 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 25 596 | 1,72 | 551 | 1,85 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 471 | 72,47 | 1 | |||||
2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 257 213 | 1,26 | 5 535 | 1,37 |