Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund comprennent Phoenix Wealth Advisors, LGT Group Foundation, Principal Securities, Inc., et Steward Partners Investment Advisory, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60 701 | 2,11 | 5 973 | 1,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 203 | 135,76 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13 810 | 27,85 | 1 364 | 27,86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 57 678 | 18,55 | 5 697 | 18,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 868 | 4,73 | 777 | 5,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 502 | 280,54 | 1 827 | 280,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3 389 | 0,06 | 335 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 692 | 2,53 | 365 | 2,54 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 125 | 0,81 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33 361 | 103,22 | 3 295 | 103,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20 447 | 1 128,05 | 2 019 | 1 131,10 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 197 347 | 68,40 | 19 491 | 68,43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2 648 | 0,23 | 262 | 0,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13,69 | 54 | 14,89 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 16 399 | 1 620 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 107 565 | 6,71 | 10 624 | 6,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 519 | 7,73 | 2 915 | 7,76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 292 | 69,64 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 13 980 | 495,15 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 38 355 | 12,92 | 3 788 | 12,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 810 | 24,68 | 969 | 24,58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1,59 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 104 009 | 52,40 | 10 272 | 52,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 052 | 8,88 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6 826 | 2,09 | 674 | 2,12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950,00 | 2 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2 520 | 10,14 | 249 | 10,22 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4 192 | 9,94 | 414 | 10,11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23 600 | 2 331 | ||||||
| 2025-07-22 | 13F | LGT Group Foundation | 5 518 | 545 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 089 | 5,33 | 602 | 5,43 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 582 | 2,49 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 6 763 | 21,11 | 668 | 21,49 |
