Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF comprennent Silverlake Wealth Management Llc, Us Bancorp \de\, et Briaud Financial Planning, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 9 905 | 4,63 | 499 | 5,27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 544 | 1,45 | 78 | 1,32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 980 | 201 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27 887 | 1 406 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 14 374 | 3,00 | 724 | 3,58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17 400 | 19,36 | 877 | 20,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 284 | 216 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23 446 | 11,23 | 1 182 | 11,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10 271 | 518 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 114 964 | 22,61 | 5 794 | 23,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96 898 | 19,34 | 4 888 | 20,01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14 777 | 18,69 | 745 | 19,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53 268 | 56,78 | 2 685 | 57,79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10 689 | 0,02 | 539 | 0,56 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35 902 | 1,53 | 1 809 | 2,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 728 | 1 069,41 | 3 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 894 | 16,39 | 247 | 17,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229 834 | 13,15 | 11 584 | 13,85 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 60 058 | 7,86 | 3 027 | 8,50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14 306 | 0,06 | 721 | 0,70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | 33,22 | 20 | 33,33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17 250 | 0,22 | 869 | 0,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 592 856 | 5,08 | 29 880 | 5,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 695 | 8,50 | 589 | 9,28 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 138 578 | 17,14 | 6 989 | 17,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119 752 | 28,82 | 6 035 | 29,62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116 404 | 60,76 | 5 867 | 61,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 203 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 214 137 | 19,01 | 10 793 | 19,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336 752 | 2,84 | 17 | 0,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9 640 | 486 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27 332 | 9,72 | 1 383 | 10,38 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 422 | 0,38 | 475 | 0,85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 343 | 17,36 | 824 | 18,08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 50 027 | 4,57 | 2 521 | 5,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29 612 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 272 | 112,58 | 265 | 113,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 78 706 | 2,34 | 3 967 | 2,96 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10 606 | 17,37 | 535 | 18,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16 596 | 0,61 | 836 | 1,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 493 | 8,91 | 379 | 9,86 |
