Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF termasuk Sovran Advisors, LLC, Janney Montgomery Scott LLC, Merit Financial Group, LLC, Integrated Wealth Concepts LLC, Napa Wealth Management, Comerica Bank, Private Trust Co Na, GW&K Investment Management, LLC, Jones Financial Companies Lllp, GPS Wealth Strategies Group, LLC, dan Global Retirement Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5,552 | 4.42 | 200 | 17.75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 141,376 | 18.61 | 5,080 | 33.33 | ||||
2025-08-14 | 13F | Mariner, LLC | 877,059 | 4.48 | 31,517 | 17.43 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 98 | 4 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 11 | ||||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 270 | 0.75 | 10 | 12.50 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 53,030 | 6.46 | 1,906 | 19.66 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 120,355 | 4,264 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148,330 | 9.20 | 5,330 | 22.75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1,230,100 | 0.67 | 44,204 | 13.16 | ||||
2025-08-14 | 13F | Napa Wealth Management | 22,893 | 823 | ||||||
2025-07-15 | 13F | McAdam, LLC | 44,768 | 1.15 | 1,609 | 13.72 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 60,761 | 31.88 | 2,183 | 49.11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193,103 | 943.41 | 6,939 | 1,074.11 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 269,941 | 4.49 | 9,440 | 10.79 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,810 | 0.58 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33,030 | 1,187 | ||||||
2025-08-14 | 13F | Comerica Bank | 3,099 | 111 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 59,474 | 2,137 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,375 | 984 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,901 | 212 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 66,741 | 2 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 860 | 31 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 699 | 0 | ||||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8,600 | 33.35 | 309 | 50.00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15,569 | 4.60 | 559 | 17.68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 764 | 25.25 | 27 | 42.11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 409 | 15 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 43,256 | 18.39 | 1,554 | 33.05 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 35,951 | 1.74 | 1,292 | 14.35 |