Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF comprennent Resources Investment Advisors, LLC., Jaffetilchin Investment Partners, LLC, GGM Financials LLC, Grant Private Wealth Management Inc, Nwam Llc, Foronjy Financial Llc, Griffith & Werner, Inc., Asset Dedication, LLC, Maseco Llp, Farther Finance Advisors, LLC, et Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 4 782 | 6,15 | 226 | 7,11 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17 449 | 825 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 68 202 | 3 227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 94 535 | 2,78 | 4 472 | 3,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 259 579 | 17,96 | 12 281 | 18,83 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 5 017 | 236 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 372 | 10,89 | 1 484 | 11,75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 124 | 23,11 | 384 | 24,27 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18 978 | 127,55 | 898 | 129,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 42 901 | 4,46 | 2 030 | 5,24 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 54 094 | 2 559 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5 917 | 280 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 17 403 | 1,16 | 823 | 1,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27 592 | 634,22 | 1 307 | 642,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 56 433 | 88,81 | 2 670 | 90,24 | ||||
| 2025-07-15 | 13F | Maseco Llp | 98 | 5 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47 592 | 2 252 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 11 976 | 567 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 826 | 9,47 | 86 | 10,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 146 | 10,15 | 1 | |||||
| 2025-08-07 | 13F | Nwam Llc | 7 094 | 334 | ||||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 135 931 | 201,66 | 6 431 | 203,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 159 064 | 12,58 | 7 525 | 13,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 84 959 | 67,53 | 4 019 | 68,79 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17 720 | 14,18 | 838 | 15,11 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 11 976 | 159,11 | 567 | 160,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31 350 | 28,19 | 1 483 | 29,18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 832 | 41,26 | 39 | 44,44 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 5 150 | 244 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 125 | 6 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 237 | 1,45 | 484 | 2,33 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 7 495 | 355 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24 411 | 124,97 | 1 155 | 126,72 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 362 | 0,88 | 206 | 1,98 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 640 | 3,01 | 314 | 3,97 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares | 311 022 | 3,10 | 14 528 | 3,76 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 47 216 | 3,63 | 2 226 | 6,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 97 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 864 | 88 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 986 | 75,75 | 141 | 77,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 998 | 13,37 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 49 | 2 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 971 | 235 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 677 | 79 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 34 310 | 68,44 | 1 623 | 69,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 | 1 |
