Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF termasuk Silverlake Wealth Management Llc, Us Bancorp \de\, dan Briaud Financial Planning, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,905 | 4.63 | 499 | 5.27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,544 | 1.45 | 78 | 1.32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,980 | 201 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,887 | 1,406 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 14,374 | 3.00 | 724 | 3.58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17,400 | 19.36 | 877 | 20.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,284 | 216 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23,446 | 11.23 | 1,182 | 11.94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,271 | 518 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 114,964 | 22.61 | 5,794 | 23.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,898 | 19.34 | 4,888 | 20.01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14,777 | 18.69 | 745 | 19.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53,268 | 56.78 | 2,685 | 57.79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10,689 | 0.02 | 539 | 0.56 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35,902 | 1.53 | 1,809 | 2.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,728 | 1,069.41 | 3 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,894 | 16.39 | 247 | 17.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229,834 | 13.15 | 11,584 | 13.85 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 60,058 | 7.86 | 3,027 | 8.50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,306 | 0.06 | 721 | 0.70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | 33.22 | 20 | 33.33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17,250 | 0.22 | 869 | 0.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 592,856 | 5.08 | 29,880 | 5.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11,695 | 8.50 | 589 | 9.28 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 138,578 | 17.14 | 6,989 | 17.96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119,752 | 28.82 | 6,035 | 29.62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116,404 | 60.76 | 5,867 | 61.78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,203 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 214,137 | 19.01 | 10,793 | 19.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336,752 | 2.84 | 17 | 0.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9,640 | 486 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27,332 | 9.72 | 1,383 | 10.38 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9,422 | 0.38 | 475 | 0.85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16,343 | 17.36 | 824 | 18.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 50,027 | 4.57 | 2,521 | 5.22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29,612 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,272 | 112.58 | 265 | 113.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 78,706 | 2.34 | 3,967 | 2.96 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10,606 | 17.37 | 535 | 18.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16,596 | 0.61 | 836 | 1.21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7,493 | 8.91 | 379 | 9.86 |
