Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund comprennent Walled Lake Planning & Wealth Management, Llc, Abacus Planning Group, Inc., Sei Investments Co, Financial Connections Group, Inc., Brookstone Capital Management, First Heartland Consultants, Inc., Atria Investments Llc, United Capital Financial Advisers, Llc, Susquehanna International Group, Llp, Evolution Wealth Management Inc., CoreCap Advisors, LLC, IFP Advisors, Inc, Comerica Bank, Global Retirement Partners, LLC, Raymond James Financial Inc, et Ameritas Advisory Services, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 778 | 420,22 | 281 | 420,37 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 38 171 | 43,26 | 3 863 | 43,25 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 254 040 | 1 768,77 | 25 709 | 1 769,67 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 4 073 | 60,23 | 412 | 60,31 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 5 927 | 1,04 | 600 | 1,01 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 22 776 | 447,24 | 2 305 | 447,27 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 19 662 | 100,29 | 1 990 | 100,30 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 228 396 | 23 114 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2 626 | 266 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 35 182 | 10,85 | 3 560 | 10,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 42 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 12 470 | 190,61 | 1 262 | 190,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 598 | 465 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 32 521 | 464,60 | 3 291 | 465,46 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 84 737 | 188,66 | 8 575 | 188,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 766 | 4,30 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 20 280 | 16,77 | 2 052 | 16,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 80 378 | 1,45 | 8 134 | 1,45 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 370 | 320,25 | 139 | 331,25 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10 123 | 21,99 | 1 024 | 22,05 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 134 | 389,65 | 1 633 | 390,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8 527 | 2,29 | 863 | 2,25 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4 717 | 477 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 095 | 617 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 438 843 | 67,70 | 44 411 | 67,69 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 118 | 136,00 | 12 | 120,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 285 | 29 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 378 510 | 26,34 | 38 305 | 26,34 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6 133 | 1 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 59 229 | 5 994 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 457 700 | 89,50 | 46 319 | 89,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 | 4 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 968 | 7,53 | 402 | 7,51 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 430 | 238,58 | 44 | 258,33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 26 900 | 388,82 | 2 722 | 389,57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 75 418 | 701,47 | 7 632 | 701,68 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 26 865 | 0,12 | 2 719 | 0,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18 075 | 289,30 | 1 829 | 289,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41 601 | 261,34 | 4 210 | 261,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 65 645 | 1 857,80 | 6 643 | 1 859,59 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10 344 | 101,28 | 1 047 | 101,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77 | 8 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 000 | 304 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 557 | 158 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 54 665 | 8,70 | 5 532 | 8,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 494 | 2 145,45 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 8 036 | 813 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 456 | 2,05 | 755 | 2,03 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25 | 3 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 10 385 | 1 051 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42 449 | 49,55 | 4 298 | 49,81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73 | 7 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 10 138 | 242,50 | 1 026 | 243,14 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 106 347 | 41,09 | 10 762 | 41,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 165 184 | 88,75 | 16 717 | 88,76 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 12 814 | 154,85 | 1 297 | 155,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 14 984 | 1 516 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 81 078 | 3 203,91 | 8 205 | 3 208,47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 598 | 465 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 365 151 | 54,97 | 138 153 | 54,97 |
