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 |