Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF eröffnet haben, gehören RW Investment Management LLC, Iron Financial, LLC, Bank of New York Mellon Corp, Professional Financial Advisors, LLC, Beaird Harris Wealth Management, LLC, Neuberger Berman Group LLC, Hrt Financial Lp, Signal Advisors Wealth, LLC, Wiley Bros.-aintree Capital, Llc, Hartland & Co., LLC, Great Valley Advisor Group, Inc., Equitable Holdings, Inc., Janney Montgomery Scott LLC, Papp L Roy & Associates, Stratos Wealth Partners, LTD., Cherry Tree Wealth Management, LLC, Rosenberg Matthew Hamilton, CFS Investment Advisory Services, LLC, Foundry Financial LLC, und Cambridge Investment Research Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 36.598 | 21,19 | 2.792 | 20,97 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 52.711 | 23,08 | 4.021 | 22,82 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 301 | 0,33 | 23 | 4,55 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 32.565 | 2.484 | ||||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 6.658 | 40,17 | 508 | 39,67 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 442 | 34 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 150.740 | 314,28 | 11.500 | 313,48 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.415 | 16,46 | 108 | 16,13 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 20.559 | 181,51 | 1.568 | 181,00 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 6.520 | 497 | ||||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 112.123 | 25,37 | 8.554 | 25,11 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 32.262 | 0,39 | 2.461 | 0,20 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 256.084 | 7,72 | 19.537 | 7,49 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 11.064 | 4.122,90 | 844 | 4.120,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 856 | 65 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 104.157 | 6,72 | 7.946 | 6,50 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11.165 | 852 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 5.428 | 0,52 | 414 | 0,49 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.403 | 6,38 | 260 | 6,15 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 9.555 | 729 | ||||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 5.569 | 70,36 | 425 | 70,28 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 54.937 | 4,37 | 4.191 | 3,48 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4.122 | 25,71 | 314 | 25,60 | ||||
| 2026-04-13 | 13F | Trust Co | 759 | 67,92 | 58 | 67,65 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 58.614 | 37,90 | 4.472 | 37,61 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 7.552 | 0,27 | 576 | 0,17 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 15.910 | 1.214 | ||||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 10.542 | 2,81 | 804 | 2,68 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 18.818 | 140,58 | 1.436 | 140,37 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 18.323 | 3,27 | 1.398 | 3,02 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 7.683 | 126,57 | 586 | 126,25 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 25.708 | 1.586,88 | 1.958 | 1.587,93 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7.026 | 80,48 | 536 | 80,47 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 2.683 | 0,52 | 205 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.034 | 79 | ||||||
| 2026-04-27 | 13F | Iron Financial, LLC | 45.262 | 3.453 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.538 | 117 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 551 | 42 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 15.235 | 1,64 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7.284 | 556 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 9.700 | 61,67 | 1 | |||||
| 2025-12-16 | 13F | Lindenwold Advisors | 23.075 | 202,62 | 1.770 | 206,59 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 134.358 | 24,13 | 10 | 25,00 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 1.831 | 74,55 | 140 | 73,75 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 14.828 | 43,71 | 1.131 | 43,53 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 12.861 | 1 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 29.434 | 13,55 | 2.250 | 224.900,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.715 | 665 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 40.621 | 3.099 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 11.000 | 1.068 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.849 | 0 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 3.621 | 276 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 42.748 | 3.261 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 170.012 | 121,66 | 12.970 | 121,22 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 21.501 | 11,78 | 1.640 | 11,56 | ||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 26.960 | 19,53 | 2 | 100,00 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 3.202 | 244 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3.302 | 0,52 | 227 | -9,96 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.900 | 37,37 | 374 | 37,13 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 31.458 | 130,65 | 2.400 | 130,23 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 14.964 | 1,82 | 1.142 | 1,60 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 25.641 | 1.956 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 2.623 | 200 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 119.047 | 42,44 | 9.082 | 42,15 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 4.535 | 0,18 | 346 | -0,29 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 14.827 | 2,15 | 1.131 | 1,98 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 49.972 | 3.812 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 25.388 | 496,38 | 1.937 | 495,69 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 15.495 | 5,43 | 1.182 | 5,25 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 3.082 | 235 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.572 | 120 | ||||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 5.326 | 77,06 | 406 | 77,29 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9.751 | 744 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7.000 | 1 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 116.464 | 2.707,04 | 8.885 | 2.702,84 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8.387 | 0,02 | 640 | -0,31 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 3.118 | 239 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 5.840 | 11,77 | 446 | 11,53 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 15.028 | 16,22 | 1.146 | 15,99 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.003 | 305 |
