Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i PGIM ETF Trust - PGIM Total Return Bond ETF inkluderer Truist Financial Corp, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Summit Wealth Group Llc / Co, Wiley Bros.-aintree Capital, Llc, og CoreCap Advisors, 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Stifel Financial Corp | 49 969 | 11,90 | 2 090 | 12,18 | ||||
2025-08-15 | 13F | Morgan Stanley | 290 | 12 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 44 787 | 2,29 | 1 873 | 2,52 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 674 521 | 20,35 | 70 045 | 20,61 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 50 993 | 35,71 | 2 133 | 36,03 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206 046 | 1,48 | 8 619 | 1,70 | ||||
2025-07-18 | 13F | Truist Financial Corp | 188 025 | 7 765 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 002 102 | 19,83 | 41 918 | 20,09 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 157 739 | 2,80 | 6 598 | 3,03 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 28 914 | 1,27 | 1 209 | 1,51 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 300 886 | 10,70 | 12 586 | 10,95 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 200 520 | 1,05 | 8 388 | 1,27 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 39 949 | 60,57 | 1 671 | 60,98 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 71 581 | 4,22 | 2 994 | 4,47 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 101 243 | 1,23 | 4 235 | 1,68 | ||||
2025-08-07 | 13F | Cypress Capital, LLC | 22 634 | 16,11 | 947 | 16,36 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 504 | 314 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 351 079 | 136,47 | 14 686 | 136,97 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 161 059 | 6 681 | ||||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 167 925 | 0,77 | 7 024 | 0,99 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 147 | 215 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 328 | 4,13 | 14 | 0,00 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 50 309 | 22,40 | 2 104 | 22,68 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 179 278 | 50,44 | 7 470 | 50,52 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 51 731 | 26,50 | 2 164 | 29,52 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 363 | 13,82 | 0 | |||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 503 436 | 6,12 | 21 059 | 6,35 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 36 439 | 10,24 | 1 524 | 10,51 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 385 | 7,24 | 16 | 14,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24 761 | 29,31 | 1 033 | 31,42 | ||||
2025-08-08 | 13F | AJ Advisors, LLC | 157 969 | 5,65 | 6 608 | 5,86 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 10 804 | 1,08 | 452 | 1,12 | ||||
2025-08-12 | 13F | LPL Financial LLC | 124 967 | 5 227 | ||||||
2025-06-02 | 13F/A | Modern Wealth Management, LLC | 41 601 | 0,34 | 1 736 | 2,24 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 202 954 | 12,44 | 8 490 | 12,68 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 344 708 | 6,05 | 14 | 7,69 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 170 | 49 | ||||||
2025-08-08 | 13F | Advisory Resource Group | 210 044 | 6,52 | 8 786 | 6,76 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 003 | 1,13 | 1 213 | 1,34 |