Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF eröffnet haben, gehören WESPAC Advisors SoCal, LLC, Beacon Financial Advisory LLC, Brookstone Capital Management, Safe Harbor Wealth Advisors, LLC, Ameritas Advisory Services, LLC, Global Retirement Partners, LLC, Truvestments Capital Llc, und Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 247 | 12 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 107.146 | 1,93 | 5.113 | 0,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 191.754 | 28,44 | 9.150 | 27,58 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7.981 | 381 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.851.093 | 7,19 | 88.334 | 6,46 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 25.937 | 0,75 | 1.238 | 0,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.335 | 827 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 29.296 | 34,37 | 1.398 | 33,52 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 48 | 2,13 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 4.720 | 6,64 | 225 | 6,13 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 114.439 | 11,54 | 5.461 | 10,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 23.518 | 35,89 | 1.122 | 35,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 6.532 | 45,80 | 312 | 44,65 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 11.741 | 13,21 | 560 | 12,45 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 9.815 | 0,68 | 468 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.066.490 | 18,54 | 50.893 | 17,74 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 17.649 | 842 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 187 | 9 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 37.785 | 12,73 | 1.803 | 11,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28.329 | 93,78 | 1.352 | 92,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.984 | 13,59 | 1 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 75.507 | 18,53 | 3.603 | 17,75 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 78.732 | 3.757 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 72.996 | 10,76 | 3.483 | 10,01 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 70.944 | 30,84 | 3.385 | 29,99 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 50.291 | 15,98 | 2.400 | 15,17 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 16.225 | 785 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 363 | 17 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10.359 | 494 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 105.410 | 12,91 | 5.030 | 11,83 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 75.874 | 7,76 | 3.621 | 7,04 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 12.303 | 4,69 | 587 | 4,08 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 38.397 | 1.832 | ||||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4.918 | 15,01 | 235 | 14,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 515.315 | 36,77 | 24.591 | 35,85 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 33.471 | 28,49 | 1.597 | 27,66 |
