Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF comprennent Keebeck Wealth Management, LLC, Valpey Financial Services, LLC, 17 Capital Partners, Llc, et Geneos Wealth Management 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.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 290 | 2,23 | 335 | 2,76 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 616 | 28 | ||||||
2025-08-14 | 13F | UBS Group AG | 80 236 | 22,01 | 3 692 | 22,70 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 281 | 208,79 | 13 | 200,00 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 16 433 | 6,23 | 756 | 6,93 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 259 880 | 11,03 | 11 960 | 11,66 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8 493 | 32,83 | 391 | 35,42 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 15 656 | 15,36 | 720 | 15,94 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | 0 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19 568 | 89,58 | 901 | 90,68 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 346 | 175,26 | 62 | 177,27 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 324 781 | 11,80 | 14 946 | 14,16 | ||||
2025-08-07 | 13F | Allworth Financial LP | 199 882 | 0,72 | 9 199 | 2,42 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 152 | 1,59 | 559 | 2,19 | ||||
2025-08-14 | 13F | Fmr Llc | 263 | 1 653,33 | 12 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 915 | 66,43 | 1 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 108 575 | 4 997 | ||||||
2025-08-13 | 13F | Saiph Capital, LLC | 7 994 | 36,74 | 368 | 37,45 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9 081 | 51,75 | 418 | 52,75 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 102 608 | 48,44 | 4 722 | 49,26 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 49 033 | 1,36 | 2 256 | 1,94 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 43 790 | 7,68 | 2 015 | 8,33 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 14 948 | 688 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 532 | 255 | ||||||
2025-07-17 | 13F | White Pine Investment CO | 181 321 | 4,82 | 8 | 14,29 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 524 | 8,54 | 1 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 23 629 | 192,95 | 1 | -99,77 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 9 486 | 437 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 115 | 28,80 | 788 | 29,44 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4 675 | 215 | ||||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 32 982 | 1 518 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 157 | 302,56 | 7 | 600,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 39 854 | 13,49 | 1 834 | 14,13 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 5 291 | 243 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 115 | 45,21 | 463 | 47,60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 371 | 100,23 | 520 | 100,77 |