Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust eröffnet haben, gehören GWM Advisors LLC, Integrity Wealth Partners, LLC, und Advisors Asset Management, Inc. .
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 | Royal Bank Of Canada | 89.385 | 6,58 | 1.296 | 3,60 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.000 | 29 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 11.634 | 169 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 43.610 | 5,20 | 632 | 2,27 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 140.924 | 39,63 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 23.084 | 10,20 | 335 | 7,05 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 16.159 | 8,49 | 234 | |||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 18.456 | 47,58 | 268 | 43,55 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 27.800 | 3,73 | 450 | 8,17 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 | -50,00 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3.168.126 | 11,31 | 45.938 | 8,17 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 31.986 | 1,55 | 464 | -1,28 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 20.563 | 298 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 56.395 | 2,71 | 818 | -0,24 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 17.543 | 254 | ||||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 78.193 | 56,43 | 1.134 | 52,08 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 28.734 | 29 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 132.334 | 21,65 | 1.919 | 18,18 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 30.895 | 83,91 | 448 | 78,80 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 157.496 | 1,72 | 2.284 | -1,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 108.792 | 22,27 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 141.622 | 16,44 | 2.054 | 13,18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.271 | 33 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 28.836 | 418 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 589.291 | 9,98 | 8.545 | 6,88 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4.238 | 175,55 | 61 | 177,27 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.411 | 0,94 | 151 | -1,96 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 483.111 | 7,74 | 7.005 | 4,71 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 413 | 6 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 194.726 | 5,70 | 2.824 | 2,73 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 48.285 | 4,04 | 720 |
