EVSD / Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF - Participation institutionnelle - Acheteurs

Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF comprennent Per Stirling Capital Management, LLC., Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Prevail Innovative Wealth Advisors, Llc, Systelligence, LLC, Cambridge Investment Research Advisors, Inc., Comerica Bank, Flow Traders U.s. Llc, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, WBIG - WBI BullBear Yield 3000 ETF, Cetera Investment Advisers, Center for Financial Planning, Inc., EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Cherry Creek Investment Advisors, Inc., D.a. Davidson & Co., PFG Investments, LLC, Tilson Financial Group, Inc., EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, et Allworth Financial LP .

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
(%)
2025-08-01 13F Envestnet Asset Management Inc 42 685 90,05 2 182 91,40
2025-08-12 13F LPL Financial LLC 450 110 36,16 23 014 37,15
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Center for Financial Planning, Inc. 9 810 502
2025-08-11 13F Private Advisor Group, LLC 61 783 22,47 3 159 23,36
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 41 411 2
2025-08-14 13F Raymond James Financial Inc 49 481 20,49 2 530 21,35
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 19 882 1 017
2025-08-13 13F Flow Traders U.s. Llc 23 253 1
2025-07-28 13F Wealthspan Partners, Llc 108 231 61,72 5 534 62,88
2025-07-11 13F Farther Finance Advisors, LLC 2 478 0,98 127 1,61
2025-08-28 NP GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares 116 726 5 968
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 9 285 475
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 55 751 2 851
2025-07-09 13F Dynamic Advisor Solutions LLC 7 063 33,95 361 35,21
2025-08-28 NP WBIG - WBI BullBear Yield 3000 ETF 14 200 726
2025-08-07 13F Tilson Financial Group, Inc. 4 516 0
2025-08-22 NP EVTR - Eaton Vance Total Return Bond ETF 210 000 29,23 10 737 30,18
2025-08-14 13F Mml Investors Services, Llc 37 270 107,56 2
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 9 020 461
2025-08-14 13F Royal Bank Of Canada 5 800 297
2025-08-15 13F Morgan Stanley 4 052 475 134,95 207 203 136,67
2025-08-11 13F Wbi Investments, Inc. 25 367 119,23 1 297 120,95
2025-08-14 13F IHT Wealth Management, LLC 133 748 9,81 6 839 10,61
2025-07-30 13F D.a. Davidson & Co. 5 460 279
2025-08-14 13F Comerica Bank 28 756 1 470
2025-08-11 13F Platform Technology Partners 166 382 4,24 8 507 5,01
2025-08-14 13F NorthLanding Financial Partners, LLC 8 889 4,26 455 5,09
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 3 665 187
2025-08-27 NP EBABX - Eaton Vance Core Plus Bond Fund Class A 210 000 29,23 10 737 30,18
2025-08-06 13F Commonwealth Equity Services, Llc 16 816 13,41 1
2025-07-22 13F Merit Financial Group, LLC 68 765 1,66 3 516 2,39
2025-07-18 13F PFG Investments, LLC 4 641 237
2025-08-25 NP Core Bond Portfolio - Core Bond Portfolio 210 000 29,63 10 737 30,57
2025-08-07 13F Allworth Financial LP 0 0
2025-06-23 NP Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio 186 000 43,08 9 469 44,10
2025-08-04 13F Assetmark, Inc 117 060 5 985
2025-08-08 13F Cetera Investment Advisers 10 961 560
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 19 275 986
2025-08-13 13F Per Stirling Capital Management, LLC. 243 137 12 432
2025-07-29 13F Systelligence, LLC 52 107 2 664
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