Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF comprennent GGM Financials LLC, Core Wealth Advisors, Inc., Latitude Advisors, LLC, Foronjy Financial Llc, Kestra Advisory Services, LLC, Sound Income Strategies, LLC, Global Retirement Partners, LLC, Raymond James Financial Inc, Ancora Advisors, LLC, Spire Wealth Management, AE Wealth Management LLC, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Anson Capital, Inc. | 189 493 | 4,82 | 8 188 | 5,34 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25 027 | 1,95 | 1 081 | 2,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 110 | 210,92 | 48 | 213,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 120 | 92 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 745 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 311 | 13 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 26 | 52,94 | 1 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 14 019 | 0,44 | 606 | 0,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 613 | 0,88 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 13 218 | 571 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 28 817 | 7,35 | 1 245 | 7,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 201 | 5,86 | 1 132 | 6,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 001 | 470,89 | 216 | 483,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 | 41,18 | 1 | |||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 13 218 | 158,16 | 571 | 159,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23 097 | 334,48 | 998 | 337,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 610 | 280,39 | 545 | 283,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 134 | 1,05 | 1 432 | 1,49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 450 | 19 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9 424 | 1,07 | 407 | 1,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 235 | 10 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 780 | 218,37 | 34 | 230,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44 286 | 23,59 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8 174 | 353 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 408 | 19,43 | 233 | 20,10 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8 055 | 348 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 5 583 | 241 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70 192 | 195,55 | 3 033 | 197,06 |
