Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF meliputi Silverlake Wealth Management Llc, Us Bancorp \de\, dan Briaud Financial Planning, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,905 | 4.63 | 499 | 5.27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,544 | 1.45 | 78 | 1.32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,980 | 201 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,887 | 1,406 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 14,374 | 3.00 | 724 | 3.58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17,400 | 19.36 | 877 | 20.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,284 | 216 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23,446 | 11.23 | 1,182 | 11.94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,271 | 518 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 114,964 | 22.61 | 5,794 | 23.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,898 | 19.34 | 4,888 | 20.01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14,777 | 18.69 | 745 | 19.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53,268 | 56.78 | 2,685 | 57.79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10,689 | 0.02 | 539 | 0.56 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35,902 | 1.53 | 1,809 | 2.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,728 | 1,069.41 | 3 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,894 | 16.39 | 247 | 17.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229,834 | 13.15 | 11,584 | 13.85 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 60,058 | 7.86 | 3,027 | 8.50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,306 | 0.06 | 721 | 0.70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | 33.22 | 20 | 33.33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17,250 | 0.22 | 869 | 0.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 592,856 | 5.08 | 29,880 | 5.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11,695 | 8.50 | 589 | 9.28 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 138,578 | 17.14 | 6,989 | 17.96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119,752 | 28.82 | 6,035 | 29.62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116,404 | 60.76 | 5,867 | 61.78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,203 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 214,137 | 19.01 | 10,793 | 19.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336,752 | 2.84 | 17 | 0.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9,640 | 486 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27,332 | 9.72 | 1,383 | 10.38 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9,422 | 0.38 | 475 | 0.85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16,343 | 17.36 | 824 | 18.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 50,027 | 4.57 | 2,521 | 5.22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29,612 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,272 | 112.58 | 265 | 113.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 78,706 | 2.34 | 3,967 | 2.96 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10,606 | 17.37 | 535 | 18.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16,596 | 0.61 | 836 | 1.21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7,493 | 8.91 | 379 | 9.86 |
