Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund termasuk Great Valley Advisor Group, Inc., Cary Street Partners Financial Llc, Asio Capital, LLC, Mason & Associates, LLC, ABLE Financial Group, LLC, Financial Advocates Investment Management, Global Retirement Partners, LLC, Wiley Bros.-aintree Capital, Llc, Mayfair Advisory Group, LLC, Elequin Capital Lp, Cove Street Capital, LLC, AssuredPartners Investment Advisors, LLC, Kelman-Lazarov, Inc., Advisory Services Network, LLC, DAVENPORT & Co LLC, Capital Analysts, Inc., CoreCap Advisors, LLC, Briaud Financial Planning, Inc, dan Capital Investment Advisory Services, 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 | Allianz Asset Management GmbH | 439 | 5.53 | 19 | 5.56 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143,132 | 6,331 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 546 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 206,709 | 25.88 | 9,143 | 24.47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,400 | 12,658.62 | 327 | 16,250.00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 34,243 | 68.37 | 1,515 | 66.56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,857 | 215 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9,180 | 406 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 13,550 | 595 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,954 | 160.99 | 175 | 159.70 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 11,427 | 505 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 192,720 | 7.86 | 8,524 | 6.67 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20,350 | 39.29 | 900 | 37.83 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 284,748 | 42.41 | 12,593 | 40.80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43,863 | 91.95 | 1,935 | 89.24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 6,763 | 18.67 | 307 | 18.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17,150 | 759 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6,245 | 276 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,100 | 5.42 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 414,729 | 18,344 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30,600 | 153.69 | 1 | |||||
| 2025-07-17 | 13F | Asio Capital, LLC | 133,265 | 5,894 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,590 | 645 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 48,520 | 140.78 | 2,146 | 138.18 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 11,543 | 6.92 | 511 | 5.81 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 22,437 | 12.65 | 1 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,606 | 779 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,700 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,892 | 1,013 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,017 | 0.43 | 1,637 | -0.67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,262 | 318 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 44,254 | 1,957 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 873 | 39 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 374,393 | 34.06 | 16,560 | 32.56 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 145,888 | 32.25 | 6,453 | 30.77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,207 | 30.35 | 53 | 29.27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,105 | 0.59 | 226 | -0.88 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 31,153 | 26.50 | 1,378 | 25.07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 113,448 | 31.92 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 381,976 | 5.27 | 16,895 | 4.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48,215 | 9.30 | 2,133 | 8.06 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 38,589 | 0.30 | 1,707 | -0.81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180,325 | 14.23 | 7,978 | 12.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 481,185 | 12.96 | 21 | 10.53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 285 | 13 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 173,656 | 28.14 | 7,681 | 26.71 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 23,393 | 142.49 | 1,035 | 139.91 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 265 | -1.12 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46,527 | 5.08 | 2,058 | 3.89 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 159,580 | 7,058 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 56,866 | 0.60 | 2,515 | -0.51 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 12,483 | 552 | ||||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 46,230 | 2,045 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,750 | 564 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 39,775 | 15.31 | 1,759 | 14.07 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 7,630 | 337 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,262 | 826,100.00 | 365 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 32,881 | 37.85 | 1,454 | 36.40 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 33,043 | 0.55 | 1,462 | -1.28 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1,966 | 0.98 | 86 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,871 | 112.56 | 658 | 110.58 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7,260 | 6.98 | 321 | 5.94 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11,399 | 27.43 | 504 | 26.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,327 | 0.91 | 103 | -0.97 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19,487 | 101.02 | 862 | 98.85 |
