Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund eröffnet haben, gehören Cresset Asset Management, LLC, EP Wealth Advisors, Inc., LongView Asset Management LLC, und SYM FINANCIAL Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | PFG Investments, LLC | 201.752 | 2,02 | 19.958 | 2,38 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 9.160 | 9,83 | 906 | 10,22 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 6.327 | 4,15 | 626 | 4,51 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 97.116 | 1,39 | 9.607 | 1,76 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 54.983 | 28,51 | 5.439 | 28,98 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 3.963 | 391 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 880 | 0,46 | 87 | 1,16 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 52.147 | 60,70 | 5.159 | 61,29 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 36.759 | 50,31 | 3.636 | 50,87 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 8.758 | 2,22 | 866 | 2,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.532 | 74,09 | 646 | 75,07 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 16.705 | 5,89 | 1.653 | 6,24 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 5.978 | 3,37 | 591 | 3,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 950 | 6,15 | 94 | 5,68 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 347 | 0,87 | 34 | 3,03 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8.364 | 827 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 8.748 | 0,93 | 865 | 0,93 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 14.983 | 11,81 | 1.482 | 11,85 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 2.037 | 201 | ||||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 3.453 | 1.626,50 | 1.135 | 5.868,42 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.283 | 0,93 | 226 | 1,35 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.602 | 79,60 | 653 | 80,39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.648 | 4,09 | 262 | 4,40 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.572 | 9,73 | 254 | 9,52 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 195 | 19 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.238 | 19,38 | 122 | 19,61 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 9.109 | 0,98 | 898 | |||||
| 2026-05-15 | 13F | Destination Wealth Management | 48.147 | 1,36 | 4.763 | 1,71 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 25.419 | 335,41 | 2.515 | 337,22 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3.524 | 53,35 | 349 | 53,98 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 44.744 | 0,98 | 4.426 | 1,35 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.961 | 0,58 | 293 | 0,69 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 637 | 9,26 | 63 | 10,53 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 3.702 | 6,59 | 366 | 6,73 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.257 | 421 |
