Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF eröffnet haben, gehören Strategic Financial Planning, Inc., RW Investment Management LLC, DeDora Capital, Inc., Regal Investment Advisors LLC, Envestnet Asset Management Inc, Western Wealth Management, LLC, Smartleaf Asset Management LLC, und Aptus Capital Advisors, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.826 | 21,71 | 143 | 22,22 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 17.486 | 1,84 | 1 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 305 | 15 | ||||||
| 2026-04-28 | 13F | RW Investment Management LLC | 13.479 | 682 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 6.951 | 0,68 | 352 | 0,29 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 126.194 | 74,83 | 6.386 | 74,34 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 50.704 | 1.349 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12.516 | 1,33 | 633 | 1,12 | ||||
| 2026-05-14 | 13F | Betterment LLC | 32.678 | 5,81 | 2 | 0,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8.321 | 0,41 | 421 | 0,24 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 200 | 10 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 788 | 40 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 911 | 1,45 | 46 | 2,22 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10.510 | 16,65 | 532 | 16,19 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 4.644 | 1,73 | 235 | 1,73 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11.290 | 571 | ||||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 17.330 | 4,04 | 877 | 3,67 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 23.076 | 76,75 | 1.167 | 76,13 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 10.323 | 21,43 | 522 | 21,11 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 4.857 | 0,04 | 246 | -0,41 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 12.258 | 620 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 8.868 | 11,58 | 449 | 11,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 160.700 | 120,16 | 8.132 | 119,55 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 23.973 | 4,19 | 1.213 | 3,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 140.617 | 945,01 | 7.116 | 943,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 62.187 | 10,71 | 3.156 | 157.650,00 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 10.570 | 25,65 | 535 | 25,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 262.983 | 24,27 | 13.308 | 23,91 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.350 | 321 | ||||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 12.522 | 634 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16.707 | 845 |
