Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund meliputi Phoenix Wealth Advisors, LGT Group Foundation, Principal Securities, Inc., dan Steward Partners Investment Advisory, Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60,701 | 2.11 | 5,973 | 1.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,203 | 135.76 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13,810 | 27.85 | 1,364 | 27.86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 57,678 | 18.55 | 5,697 | 18.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,868 | 4.73 | 777 | 5.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,502 | 280.54 | 1,827 | 280.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3,389 | 0.06 | 335 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,692 | 2.53 | 365 | 2.54 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 125 | 0.81 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33,361 | 103.22 | 3,295 | 103.21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20,447 | 1,128.05 | 2,019 | 1,131.10 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 197,347 | 68.40 | 19,491 | 68.43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,648 | 0.23 | 262 | 0.38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13.69 | 54 | 14.89 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 16,399 | 1,620 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 107,565 | 6.71 | 10,624 | 6.72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,519 | 7.73 | 2,915 | 7.76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,292 | 69.64 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 13,980 | 495.15 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 38,355 | 12.92 | 3,788 | 12.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,810 | 24.68 | 969 | 24.58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1.59 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 104,009 | 52.40 | 10,272 | 52.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,052 | 8.88 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6,826 | 2.09 | 674 | 2.12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950.00 | 2 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2,520 | 10.14 | 249 | 10.22 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4,192 | 9.94 | 414 | 10.11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23,600 | 2,331 | ||||||
| 2025-07-22 | 13F | LGT Group Foundation | 5,518 | 545 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,089 | 5.33 | 602 | 5.43 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3,582 | 2.49 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 6,763 | 21.11 | 668 | 21.49 |
