Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NuShares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF meliputi rebel Financial LLC, Institute for Wealth Management, LLC., Crux Wealth Advisors, RMG Wealth Management LLC, Comerica Bank, dan Quaker Wealth Management, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 176 | 131.58 | 4 | 200.00 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 17,831 | 2.63 | 387 | 5.45 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 8,103 | 175 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,077 | 8,560.26 | 281 | 9,266.67 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2,032 | 44 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 31,660 | 910.21 | 1 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 16,463 | 67.55 | 357 | 71.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 150,579 | 7.30 | 3,269 | 9.96 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 272,864 | 125.05 | 5,924 | 130.74 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 48,155 | 200.91 | 1,045 | 209.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 99,437 | 22.82 | 2,159 | 25.90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 53,808 | 6.78 | 1,168 | 9.47 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 5,238 | 0.67 | 114 | 2.73 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,380 | 2.27 | 73 | 5.80 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2,873 | 0.88 | 62 | 3.33 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 28,864 | 627 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 20,463 | 2.52 | 444 | 5.21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29,295 | 23.75 | 633 | 26.35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,095 | 0.34 | 45 | 2.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 171,620 | 7.02 | 3,726 | 9.69 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 12,800 | 9.43 | 278 | 12.15 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 129,376 | 12.27 | 2,809 | 15.08 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 10,045 | 0.37 | 218 | 3.32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 250 | 5 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 165,777 | 1.51 | 3,599 | 4.02 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 261,495 | 0.76 | 5,677 | 3.28 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 91,643 | 1,990 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2,182 | 47 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 42,932 | 932 |
