Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF inkluderer Peak Financial Management, Inc., Wealth Management Partners, LLC, Bright Futures Wealth Management, LLC., Tcfg Wealth Management, Llc, Global Retirement Partners, LLC, Pnc Financial Services Group, Inc., Jones Financial Companies Lllp, Virtus ETF Advisers LLC, og Virtus Fixed Income Advisers, 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.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisory Resource Group | 198 105 | 2,92 | 4 523 | 4,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 679 | 63,61 | 15 | 66,67 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 622 339 | 15,26 | 14 208 | 16,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 | 0 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 797 | 224 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 363 464 | 5,35 | 76 788 | 6,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 71 749 | 3,63 | 1 638 | 5,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437 616 | 12,52 | 9 991 | 13,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 490 171 | 41,16 | 11 191 | 42,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 997 | 23 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 102 414 | 37,03 | 2 338 | 38,67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13 747 | 1,74 | 314 | 2,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22 059 | 118,04 | 504 | 120,61 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13 425 | 296 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 167 819 | 14,52 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 55 347 | 2,45 | 1 264 | 3,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 482 | 11 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 302 674 | 6 910 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 037 | 17,12 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 378 | 0,16 | 146 | 1,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 395 236 | 12,13 | 31 853 | 13,42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 17 314 | 6,99 | 395 | 8,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562 961 | 3,38 | 12 853 | 4,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 40 004 | 42,76 | 913 | 44,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 349 | 31 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 243 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 359 | 35 800,00 | 8 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 270 | 6 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 33 941 | 771 |
