Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund comprennent Altfest L J & Co Inc, Global Endowment Management, LP, Quadrature Capital Ltd, Salomon & Ludwin, LLC, Evolution Wealth Management Inc., et Kilter Group 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 346 475 | 11,17 | 18 180 | 6,36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 187 | 1,63 | 10 | -10,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 514 | 292,37 | 28 | 366,67 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 103 904 | 5,94 | 5 452 | 1,36 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 278 700 | 36,79 | 14 623 | 30,88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 23 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 70 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 71 186 | 18,79 | 3 735 | 13,66 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 48 918 | 2,90 | 2 567 | -1,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44 335 | 34,39 | 2 326 | 28,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 93 | 2,20 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 404 | 73 | ||||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 247 | 538 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 757 | 0,57 | 250 | -3,86 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 263 811 | 20,05 | 13 842 | 14,86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 554 344 | 3,14 | 29 086 | -1,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15 140 | 0,69 | 794 | -3,64 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 51 424 | 53,65 | 2 698 | 47,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22 567 | 1,26 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 49 639 | 1 963,99 | 2 605 | 1 887,79 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 955 | -4,31 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 47 684 | 3,01 | 2 502 | -1,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 285 | 274 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 64 783 | 3 399 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 146 | 0,69 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 30 000 | 1 574 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27 208 | 1 428 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 138 | 48,39 | 7 | 40,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 51 | 2,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26 730 | 1 402 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 419 | 11,60 | 442 | 6,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 69 170 | 72,44 | 3 629 | 65,03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 167 | 15,17 | 9 | 14,29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 946 | 46,27 | 627 | 40,04 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 40 240 | 3,20 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 390 | 107,21 | 441 | 99,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42 570 | 35,12 | 2 234 | 29,30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33 708 | 42,71 | 1 769 | 36,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 61 085 | 0,90 | 3 205 | -3,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 144 | 60 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 4 010 | 210 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 21 454 | 4,69 | 1 126 | 0,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 472 036 | 7,36 | 24 768 | 2,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 500 | 1 096,17 | 131 | 1 090,91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 | 720,00 | 2 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 185 581 | 60,22 | 9 737 | 53,31 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5 246 | 19,44 | 275 | 14,58 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 44 830 | 5,98 | 2 352 | 1,42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 22 741 | 7,23 | 1 193 | 2,58 |
