Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF termasuk Huntleigh Advisors, Inc., Tableaux Llc, Andrew Hill Investment Advisors, Inc., Howard Wealth Management, Llc, GGM Financials LLC, Foronjy Financial Llc, DAVENPORT & Co LLC, Grimes & Company, Inc., LongView Wealth Management, West Branch Capital LLC, ORG Partners LLC, Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, Clarity Asset Management, Inc., Briaud Financial Planning, Inc, dan Allworth Financial LP .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 55,548 | 155.51 | 2,790 | 156.91 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 578,139 | 2,486.64 | 28,947 | 2,484.55 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 8,029 | 402 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 143 | 0.70 | 7 | 0.00 | ||||
2025-08-07 | 13F | Financially Speaking Inc | 185,296 | 297.38 | 9,278 | 296.96 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 175,940 | 33.10 | 8,809 | 32.97 | ||||
2025-07-23 | 13F | GGM Financials LLC | 12,966 | 649 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 48,584 | 122.24 | 2,433 | 122.10 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 7,753 | 6.42 | 388 | 6.30 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 54,889 | 54.20 | 2,748 | 54.04 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 52 | 26.83 | 3 | 0.00 | ||||
2025-08-01 | 13F | Planning Directions Inc | 115,078 | 15.89 | 5,762 | 15.78 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6,380 | 1.56 | 320 | 1.59 | ||||
2025-08-12 | 13F | Riverstone Advisors, LLC | 4,700 | 17.50 | 235 | 17.50 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 6,011 | 200.70 | 301 | 200.00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 54,065 | 1,093.75 | 3 | |||||
2025-07-16 | 13F | ORG Partners LLC | 1,747 | 87 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 194,017 | 400.13 | 9,714 | 399.69 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,690 | 46.65 | 335 | 46.93 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 11,000 | 551 | ||||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 50,093 | 4.30 | 2,508 | 4.20 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,354 | 184.04 | 318 | 186.49 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 76,999 | 87.28 | 3,855 | 87.14 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 502 | 25 | ||||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 27,585 | 3.10 | 1,381 | 2.98 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 11,953 | 598 | ||||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 92,754 | 20.11 | 5 | 33.33 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 66,200 | 26.82 | 3,328 | 26.74 | ||||
2025-08-14 | 13F | Comerica Bank | 2,813 | 286.40 | 141 | 288.89 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 12,966 | 115.06 | 649 | 114.90 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 49,639 | 11.06 | 2,495 | 11.38 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 4,797 | 240 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-16 | 13F | West Branch Capital LLC | 2,308 | 116 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 143,877 | 89.06 | 7 | 133.33 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 166,044 | 8,314 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 5,296 | 265 | ||||||
2025-04-30 | 13F | TradeWell Securities, LLC. | 21,624 | 20.45 | 1,084 | 20.87 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 70,713 | 26.75 | 3,541 | 26.61 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 299 | 15 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 151 | 16.15 | 8 | 16.67 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,991 | 1.05 | 300 | 0.67 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,853 | 1.20 | 93 | 0.00 | ||||
2025-08-12 | 13F | Tableaux Llc | 40,000 | 40 | ||||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 20 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166,081 | 52.20 | 8,320 | 52.03 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 17,139 | 1 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 254,599 | 7.46 | 12,748 | 7.35 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 94,975 | 7.18 | 4,755 | 7.07 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 8,661 | 2.75 | 434 | 2.61 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 13,912 | 45.39 | 697 | 45.91 | ||||
2025-08-14 | 13F | Fmr Llc | 6,282 | 84.60 | 315 | 84.71 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 20,830 | 1,043 | ||||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 19,677 | 985 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 4,196 | 210 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 437,103 | 9.98 | 21,886 | 9.87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,966 | 0.92 | 98 | 1.03 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 106 | 5 | ||||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 62,350 | 81.32 | 3,122 | 81.14 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 24,157 | 218.65 | 1,210 | 219.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 569,158 | 21.11 | 28 | 21.74 | ||||
2025-08-15 | 13F | Morgan Stanley | 255,985 | 41.64 | 12,817 | 41.50 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 10,861 | 1.94 | 545 | 2.26 | ||||
2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 29,701 | 1,487 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,232 | 82.02 | 612 | 82.14 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 122,897 | 10.70 | 6,153 | 10.59 |