Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF inkluderer San Luis Wealth Advisors LLC, Garrett Investment Advisors LLC, Physician Wealth Solutions Inc., Verus Financial Partners, Inc., Gutierrez Wealth Advisory, LLC, TAGStone Capital, Inc., Advyzon Investment Management, LLC, Greenwich Wealth Management LLC, Envestnet Asset Management Inc, Rehmann Capital Advisory Group, Balanced Rock Investment Advisor, Brio Consultants, LLC, Elequin Capital Lp, Kelman-Lazarov, Inc., Sunpointe, LLC, L.K. Benson & Company, P.C., Flow Traders U.s. Llc, ABLE Financial Group, LLC, LPL Financial LLC, og Essex Financial Services, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Verum Partners LLC | 166 687 | 3 177,37 | 12 263 | 3 152,79 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 204 407 | 15 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 22 915 | 18,52 | 1 686 | 17,42 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 421 | 325 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5 095 | 375 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39 745 | 2 924 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 9 044 | 665 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 52 432 | 3 857 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17 301 | 1 273 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 269 | 6,89 | 4 655 | 5,92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 68 215 | 5 004 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 3 350 | 0,84 | 246 | 0,00 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10 539 | 16,88 | 775 | 15,84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12 118 | 892 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 000 | 515 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 41 529 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 019 | 1 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 334 | 32,84 | 760 | 31,72 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 93 408 | 6 872 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22 545 | 1 659 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 31 281 | 2 301 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 4 715 | 347 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 746 | 2 924 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 304 | 96 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 163 | 9,42 | 968 | 8,40 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 820 | 60 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4 873 | 359 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51 458 | 3 773 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 46 458 | 3 418 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 72 386 | 5 325 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14 667 | 1 079 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 135 873 | 551,95 | 9 996 | 546,15 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 287 889 | 17,89 | 21 180 | 16,82 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 3 587 | 264 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 57 951 | 3,41 | 4 263 | 2,48 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 110 311 | 39,55 | 8 116 | 38,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 149 512 | 2 135,19 | 11 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 32 379 | 2 382 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 430 | 473 |
