Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund meliputi Equitable Holdings, Inc., Vista Investment Partners Ii, Llc, Avantax Advisory Services, Inc., dan Raymond James Financial 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Kingdom Financial Group LLC. | 11,392 | 556 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,838 | 78.97 | 90 | 81.63 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 3,359 | 163 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 3,528,042 | 0.82 | 172,098 | 1.76 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,886 | 81.17 | 141 | 83.12 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,008,742 | 7.71 | 49,207 | 8.71 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 10,591 | 517 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18,390 | 1.74 | 1 | |||||
2025-08-01 | 13F | Advisory Alpha, LLC | 11,919 | 9.18 | 581 | 10.25 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 307,919 | 0.43 | 15,020 | 1.36 | ||||
2025-08-14 | 13F | Fmr Llc | 255 | 12 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 59,880 | 5.05 | 2,921 | 6.03 | ||||
2025-08-12 | 13F | LPL Financial LLC | 89,503 | 10.18 | 4,366 | 11.18 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54,100 | 219.32 | 3 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 44,684 | 169.88 | 2,180 | 172.38 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 85,026 | 43.12 | 4,148 | 44.44 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61,758 | 18.52 | 3,013 | 19.62 | ||||
2025-08-18 | 13F | Finward Bancorp | 68,738 | 48.83 | 3,353 | 50.22 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 105 | 200.00 | 5 | 400.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14,172 | 43.48 | 1 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 2,048,387 | 1.93 | 99,920 | 2.88 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,126 | 250 | ||||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 11,951 | 81.49 | 583 | 83.02 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 35,560 | 37.78 | 1,735 | 39.05 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 29,567 | 23.46 | 1,442 | 24.63 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,126 | 104 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 132,038 | 353.66 | 6,441 | 358.04 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 53,927 | 97.40 | 2,631 | 99.24 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 7,677 | 83.00 | 374 | 85.15 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 26,796 | 1,307 | ||||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 3,359 | 0.12 | 164 | -10.93 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 24,167 | 5.86 | 1,179 | 6.80 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 50,285 | 9.23 | 2,453 | 10.25 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 352 | 9.66 | 17 | 13.33 | ||||
2025-08-15 | 13F | Morgan Stanley | 643,460 | 15.97 | 31,388 | 17.05 | ||||
2025-08-11 | 13F | Citigroup Inc | 2,090 | 7.18 | 102 | 7.45 |