CJMB / Callan JMB Inc. - Pemilikan Institusi - Pembeli

Callan JMB Inc.

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Callan JMB Inc. termasuk UBS Group AG, FSMAX - Fidelity Extended Market Index Fund, VEXMX - Vanguard Extended Market Index Fund Investor Shares, FCFMX - Fidelity Series Total Market Index Fund, Valley National Advisers Inc, dan VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)
Saham ΔSaham
(%)
Nilai
Dilaporkan
($1000)
Δ Nilai
(%)
Peruntukan Port
(%)
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Bank Of America Corp /de/ 12 9.09 0
2025-08-14 13F UBS Group AG 27,568 141
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,622 34
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,094 36
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 952 5
2025-08-08 13F Geode Capital Management, Llc 11,748 9.31 60 25.00
2025-08-15 13F/A Cable Car Capital LLC 130,862 0.08 671 14.14
2025-07-22 13F Valley National Advisers Inc 2,250 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,598 13
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