Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund termasuk Phoenix Wealth Advisors, LGT Group Foundation, Principal Securities, Inc., dan Steward Partners Investment Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60,701 | 2.11 | 5,973 | 1.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,203 | 135.76 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13,810 | 27.85 | 1,364 | 27.86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 57,678 | 18.55 | 5,697 | 18.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,868 | 4.73 | 777 | 5.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,502 | 280.54 | 1,827 | 280.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3,389 | 0.06 | 335 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,692 | 2.53 | 365 | 2.54 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 125 | 0.81 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33,361 | 103.22 | 3,295 | 103.21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20,447 | 1,128.05 | 2,019 | 1,131.10 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 197,347 | 68.40 | 19,491 | 68.43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,648 | 0.23 | 262 | 0.38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13.69 | 54 | 14.89 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 16,399 | 1,620 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 107,565 | 6.71 | 10,624 | 6.72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,519 | 7.73 | 2,915 | 7.76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,292 | 69.64 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 13,980 | 495.15 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 38,355 | 12.92 | 3,788 | 12.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,810 | 24.68 | 969 | 24.58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1.59 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 104,009 | 52.40 | 10,272 | 52.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,052 | 8.88 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6,826 | 2.09 | 674 | 2.12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950.00 | 2 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2,520 | 10.14 | 249 | 10.22 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4,192 | 9.94 | 414 | 10.11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23,600 | 2,331 | ||||||
| 2025-07-22 | 13F | LGT Group Foundation | 5,518 | 545 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,089 | 5.33 | 602 | 5.43 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3,582 | 2.49 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 6,763 | 21.11 | 668 | 21.49 |
