Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF comprennent Visionary Wealth Advisors, Hippocratic Financial Advisors, LLC, Cary Street Partners Financial Llc, Austin Wealth Management, LLC, Entrewealth, Llc, Ameriflex Group, Inc., NWF Advisory Services Inc., Clear Creek Financial Management, LLC, Beacon Capital Management, Inc., et Wells Fargo & Company/mn .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 142 702 | 11,16 | 7 | 20,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 503 | 3 769,23 | 23 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 100 599 | 2,97 | 4 652 | 3,13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 022 | 8,90 | 1 203 | 9,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 568 329 | 3,55 | 26 280 | 3,71 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 195 102 | 1,10 | 9 022 | 1,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 338 | 15,59 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77 112 | 54,05 | 3 566 | 54,26 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 212 011 | 0,09 | 9 803 | 0,24 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 486 184 | 6,48 | 22 481 | 6,64 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10 157 | 0,18 | 470 | 0,21 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 165 | 239 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 23 197 | 16,72 | 1 073 | 16,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 350 | 11,38 | 340 | 11,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26 022 | 8,90 | 1 199 | 8,90 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 188 922 | 7,83 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 580 | 257 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 160 799 | 47,45 | 7 435 | 47,70 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 3 579 | 165 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 22 528 | 1 042 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 756 | 1,49 | 544 | 1,69 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 156 070 | 13,18 | 7 217 | 13,35 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26 924 | 1,78 | 1 245 | 1,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394 891 | 289,96 | 18 260 | 290,57 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7 573 | 1,32 | 350 | 1,45 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 85 418 | 3 921 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 393 834 | 81,10 | 18 211 | 81,37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 177 754 | 8 219 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 580 | 258 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25 019 | 0,63 | 1 157 | 0,78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121 193 | 30,16 | 5 604 | 30,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109 569 | 107,97 | 5 066 | 108,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 882 | 3,90 | 272 | 3,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348 913 | 4,18 | 16 134 | 4,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 52 670 | 20,45 | 2 435 | 20,66 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9 600 | 11,43 | 444 | 13,30 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 141 462 | 6 541 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 29 396 | 37,42 | 1 359 | 37,69 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 593 523 | 6,94 | 27 445 | 7,10 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 367 708 | 8,04 | 17 003 | 8,20 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135 838 | 4,24 | 6 281 | 4,40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 273 | 13,28 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 132 691 | 6 136 | ||||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 125 539 | 387,11 | 5 805 | 388,14 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 599 767 | 10,70 | 28 | 8,00 |
