Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Government Money Market ETF eröffnet haben, gehören Moulton Wealth Management, Inc, Advisor OS, LLC, Mjp Associates Inc /adv, Clear Creek Financial Management, LLC, Goldman Sachs Group Inc, Vista Cima Wealth Management LLC, Beacon Pointe Advisors, LLC, WPWealth LLP, United Capital Financial Advisers, Llc, Mendota Financial Group, LLC, Johnson Investment Counsel Inc, Mirador Capital Partners LP, Private Client Services, Llc, AE Wealth Management LLC, Iams Wealth Management, Llc, Integrity Alliance, Llc., Capital Planning Advisors, LLC, Richard P Slaughter Associates Inc, SRS Capital Advisors, Inc., und Daymark Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 2.480 | 250 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.969 | 299 | ||||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 2.982 | 300 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.037 | 1,55 | 205 | 1,99 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 27.573 | 216,46 | 2.777 | 217,37 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 600 | 60 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 18.437 | 58,05 | 1.857 | 58,45 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 3.504 | 0,57 | 353 | 0,57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 31.388 | 3.161 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.126 | 338,17 | 1.020 | 339,22 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.557 | 473,71 | 358 | 477,42 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 890 | 90 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5.962 | 600 | ||||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 16.361 | 12,22 | 1.648 | 12,50 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 2.867 | 289 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2.596 | 261 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 4.610.837 | 4.611 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 2.980 | 300 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 43.932 | 4.425 | ||||||
| 2026-05-11 | 13F | WPWealth LLP | 6.198 | 624 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7.497 | 88,04 | 755 | 88,75 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5.269 | 123,93 | 531 | 124,58 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 105 | 11 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 6.619 | 55,81 | 667 | 56,34 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 78.843 | 7.941 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 5.797 | 584 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4.869 | 490 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.226 | 224 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 3 | 0 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 169.162 | 17.038 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 173.271 | 17.452 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 149 | 15 | ||||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 2.471.981 | 682,52 | 2.472 | 684,44 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 17.845 | 5,44 | 1.797 | 5,71 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 11.506 | 100,66 | 1.159 | 101,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12.680 | 1.277 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 2.460 | 248 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.220 | 224 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 158 | 4,64 | 16 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 114 | 11 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 86.322 | 2.806,46 | 8.694 | 2.817,45 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 15.714 | 1.583 |
