XSVN / BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF - Kepemilikan Institusional - Pembeli

BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
US ˙ ARCA

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.

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
(%)
2025-07-29 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
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista