Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Wells Fargo Advantage Funds - Allspring Income Opportunities Fund comprennent Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 452 | 3,43 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 850 | 83 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 996 321 | 6,11 | 7 034 | 9,53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16 425 | 116 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 952 688 | 4,28 | 27 906 | 7,63 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 23 526 | 0,81 | 166 | 4,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 379 | 326,81 | 394 | 347,73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26 137 | 4,71 | 186 | 7,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 719 | 4,08 | 111 | 6,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 719 | 58,96 | 160 | 64,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19 948 | 57,68 | 141 | 62,79 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 132 968 | 216,30 | 939 | 226,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 140,00 | 0 | |||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 587 142 | 4,26 | 4 177 | 7,49 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 16 410 | 0,27 | 112 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 59 219 | 36,66 | 418 | 41,22 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10 011 | 4,15 | 71 | 7,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 161 182 | 3,32 | 1 138 | 5,87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 58 690 | 2,62 | 414 | 5,88 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 12 761 | 2,38 | 91 | 5,88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 63 828 | 0,70 | 451 | 3,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96 475 | 7,64 | 681 | 11,09 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 897 364 | 10,81 | 6 335 | 14,39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 53 100 | 8,31 | 375 | 11,64 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 101 | 80,03 | 15 | 100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 748 | 1,18 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 359 795 | 7,33 | 2 540 | 10,82 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 888 105 | 3,95 | 13 330 | 6,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 110 | 2,37 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 455 | 116 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 34 333 | 4,18 | 242 | 7,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49 820 | 2,93 | 352 | 6,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 37 312 | 151,31 | 263 | 160,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 300 980 | 2,92 | 2 125 | 6,20 |
