Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF termasuk Arq Wealth Advisors, Llc, GeoWealth Management, LLC, Bleakley Financial Group, LLC, Two Sigma Securities, Llc, Concurrent Investment Advisors, LLC, ORG Partners LLC, BRYN MAWR TRUST Co, dan Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 70,484 | 48.22 | 1,418 | 48.17 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,450 | 271 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 247,385 | 4.95 | 4,978 | 4.87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 75 | 2 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,069,403 | 9.95 | 21,516 | 9.87 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 12,479 | 0.52 | 251 | 0.80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 233,038 | 277.29 | 4,689 | 277.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52,979 | 8.61 | 1,066 | 8.45 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 219,944 | 4,425 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18,754 | 2.29 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,134 | 83 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 80,031 | 1,610 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 108,470 | 11.98 | 2,182 | 11.90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,259,079 | 40.80 | 65,573 | 40.70 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 821,593 | 1.40 | 16,530 | 1.32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61,054 | 1,228 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 108,067 | 5.46 | 2,174 | 5.38 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10,416 | 209 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 145,368 | 2,927 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 127,906 | 1.51 | 2,573 | 1.42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,523 | 35.99 | 433 | 36.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,291,788 | 5.31 | 25,991 | 5.23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 74,463 | 137.14 | 1,498 | 137.03 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 74,608 | 0.83 | 1,497 | 0.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44,538 | 0.04 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 123,555 | 3.28 | 2,486 | 3.20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 315,350 | 12.09 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,416 | 18.16 | 69 | 17.24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,965 | 241 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12,294 | 1.44 | 247 | 1.23 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12,117 | 15.85 | 244 | 15.71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13,357 | 269 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 15,189 | 0.86 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,821 | 77 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 11,134 | 0.13 | 224 | 0.45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38,944 | 46.72 | 784 | 46.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,818,775 | 5.68 | 36,594 | 5.60 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 57,809 | 3.79 | 1,163 | 3.75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13,536 | 272 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 683 | 335.03 | 14 | 333.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182,872 | 37.23 | 3,679 | 37.12 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 17,578 | 49.19 | 354 | 48.95 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 67,299 | 0.10 | 1,354 | 0.07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 137,539 | 3.09 | 2,767 | 3.02 | ||||
| 2025-07-23 | 13F | Lakeside Advisors, INC. | 39,990 | 17.74 | 805 | 17.72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,599,097 | 6.99 | 52,284 | 6.93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 246,860 | 15.27 | 4,967 | 15.17 |
