Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF termasuk Northwestern Mutual Wealth Management Co, Ameritas Investment Partners, Inc., Bbr Partners, Llc, LPL Financial LLC, Modern Wealth Management, LLC, RMG Wealth Management LLC, dan Ameritas Advisory Services, LLC .
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.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Cwm, Llc | 16,425 | 366.09 | 1 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,953 | 27.90 | 119 | 37.21 | ||||
2025-07-18 | 13F | First Pacific Financial | 215,462 | 14.28 | 13,079 | 22.29 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,949 | 1,636 | ||||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6,326 | 0.27 | 384 | 7.28 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 3,318 | 204 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 5,304 | 322 | ||||||
2025-08-14 | 13F | Bbr Partners, Llc | 8,796 | 534 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5,022 | 305 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 4,440 | 12.46 | 270 | 20.63 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20,895 | 1,268 | ||||||
2025-07-25 | 13F | Natural Investments, Llc | 6,097 | 0.23 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 774 | 3.20 | 0 | |||||
2025-08-11 | 13F | Heritage Wealth Advisors | 299 | 39.72 | 18 | 50.00 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 80,580 | 14.59 | 4,891 | 22.64 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7,777 | 14.07 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 56 | 3 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,335 | 22.93 | 81 | 32.79 |