Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Wells Fargo Advantage Funds - Allspring Income Opportunities Fund termasuk NWF Advisory Services Inc., dan Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 452 | 3.43 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11,850 | 83 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 996,321 | 6.11 | 7,034 | 9.53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,425 | 116 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,952,688 | 4.28 | 27,906 | 7.63 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 23,526 | 0.81 | 166 | 4.40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55,379 | 326.81 | 394 | 347.73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26,137 | 4.71 | 186 | 7.56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15,719 | 4.08 | 111 | 6.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22,719 | 58.96 | 160 | 64.95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19,948 | 57.68 | 141 | 62.79 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 132,968 | 216.30 | 939 | 226.83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 140.00 | 0 | |||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 587,142 | 4.26 | 4,177 | 7.49 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 16,410 | 0.27 | 112 | 0.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 59,219 | 36.66 | 418 | 41.22 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10,011 | 4.15 | 71 | 7.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 161,182 | 3.32 | 1,138 | 5.87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 58,690 | 2.62 | 414 | 5.88 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 12,761 | 2.38 | 91 | 5.88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 63,828 | 0.70 | 451 | 3.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,475 | 7.64 | 681 | 11.09 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 897,364 | 10.81 | 6,335 | 14.39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 53,100 | 8.31 | 375 | 11.64 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,101 | 80.03 | 15 | 100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,748 | 1.18 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 359,795 | 7.33 | 2,540 | 10.82 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,888,105 | 3.95 | 13,330 | 6.50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,110 | 2.37 | 22 | 5.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,455 | 116 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 34,333 | 4.18 | 242 | 7.56 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 16,300 | 111 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49,820 | 2.93 | 352 | 6.04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 37,312 | 151.31 | 263 | 160.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 300,980 | 2.92 | 2,125 | 6.20 |
