Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF meliputi SILVER OAK SECURITIES, Inc, Dogwood Wealth Management LLC, Continuum Advisory, LLC, Cambridge Investment Research Advisors, Inc., Tower Wealth Partners, Inc., Able Wealth Management LLC, Ambassador Advisors, LLC, Pineridge Advisors LLC, Raymond James Financial Inc, Allworth Financial LP, dan Capital A 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Mattson Financial Services, LLC | 86,109 | 4.93 | 4,123 | 5.21 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 933 | 10,266.67 | 45 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 4,736 | 227 | ||||||
2025-07-08 | 13F | Paladin Wealth, LLC | 26,471 | 13.14 | 1,267 | 13.43 | ||||
2025-08-12 | 13F | Archer Investment Corp | 91,128 | 15.06 | 4,363 | 15.39 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 85,583 | 4,098 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 5,299 | 254 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 92,872 | 4.58 | 4,447 | 4.86 | ||||
2025-08-07 | 13F | Allworth Financial LP | 491 | 24 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 11,496 | 32.56 | 550 | 32.85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 144,609 | 19.62 | 6,924 | 19.94 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 21,259 | 1,018 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 92,480 | 25.02 | 4,428 | 25.34 | ||||
2025-08-15 | 13F | Morgan Stanley | 47 | 4,600.00 | 2 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 607 | 29 | ||||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 8,034 | 385 | ||||||
2025-08-06 | 13F | Able Wealth Management LLC | 7,672 | 367 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,247 | 251 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,183 | 1 | ||||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8,873 | 2.09 | 425 | 2.42 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 64,349 | 1.67 | 3,081 | 1.95 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,882 | 140.04 | 808 | 141.19 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 28,560 | 1,347 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 14,292 | 82.11 | 684 | 82.89 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 6,964 | 333 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 757,601 | 5.73 | 36,274 | 6.01 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36,337 | 2.71 | 1,740 | 2.96 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,384 | 113.83 | 1,359 | 114.69 |