Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF meliputi Per Stirling Capital Management, LLC., Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Prevail Innovative Wealth Advisors, Llc, Systelligence, LLC, Cambridge Investment Research Advisors, Inc., Comerica Bank, Flow Traders U.s. Llc, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, WBIG - WBI BullBear Yield 3000 ETF, Cetera Investment Advisers, Center for Financial Planning, Inc., EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Cherry Creek Investment Advisors, Inc., D.a. Davidson & Co., PFG Investments, LLC, Tilson Financial Group, Inc., EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, dan Allworth Financial LP .
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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 42,685 | 90.05 | 2,182 | 91.40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 450,110 | 36.16 | 23,014 | 37.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 9,810 | 502 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 61,783 | 22.47 | 3,159 | 23.36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,411 | 2 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 49,481 | 20.49 | 2,530 | 21.35 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 19,882 | 1,017 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 23,253 | 1 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 108,231 | 61.72 | 5,534 | 62.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,478 | 0.98 | 127 | 1.61 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 116,726 | 5,968 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 9,285 | 475 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 55,751 | 2,851 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,063 | 33.95 | 361 | 35.21 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 14,200 | 726 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 4,516 | 0 | ||||||
| 2025-08-22 | NP | EVTR - Eaton Vance Total Return Bond ETF | 210,000 | 29.23 | 10,737 | 30.18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37,270 | 107.56 | 2 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 9,020 | 461 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5,800 | 297 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,052,475 | 134.95 | 207,203 | 136.67 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 25,367 | 119.23 | 1,297 | 120.95 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 133,748 | 9.81 | 6,839 | 10.61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,460 | 279 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 28,756 | 1,470 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 166,382 | 4.24 | 8,507 | 5.01 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 8,889 | 4.26 | 455 | 5.09 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 3,665 | 187 | ||||||
| 2025-08-27 | NP | EBABX - Eaton Vance Core Plus Bond Fund Class A | 210,000 | 29.23 | 10,737 | 30.18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,816 | 13.41 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 68,765 | 1.66 | 3,516 | 2.39 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,641 | 237 | ||||||
| 2025-08-25 | NP | Core Bond Portfolio - Core Bond Portfolio | 210,000 | 29.63 | 10,737 | 30.57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-06-23 | NP | Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio | 186,000 | 43.08 | 9,469 | 44.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 117,060 | 5,985 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,961 | 560 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 19,275 | 986 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 243,137 | 12,432 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 52,107 | 2,664 |
