Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF comprennent Sovran Advisors, LLC, Janney Montgomery Scott LLC, Merit Financial Group, LLC, Integrated Wealth Concepts LLC, Napa Wealth Management, Comerica Bank, Private Trust Co Na, GW&K Investment Management, LLC, Jones Financial Companies Lllp, GPS Wealth Strategies Group, LLC, et Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5 552 | 4,42 | 200 | 17,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 141 376 | 18,61 | 5 080 | 33,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 877 059 | 4,48 | 31 517 | 17,43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 98 | 4 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 11 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 270 | 0,75 | 10 | 12,50 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 53 030 | 6,46 | 1 906 | 19,66 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 120 355 | 4 264 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148 330 | 9,20 | 5 330 | 22,75 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 230 100 | 0,67 | 44 204 | 13,16 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 22 893 | 823 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 44 768 | 1,15 | 1 609 | 13,72 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 60 761 | 31,88 | 2 183 | 49,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 193 103 | 943,41 | 6 939 | 1 074,11 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 269 941 | 4,49 | 9 440 | 10,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 810 | 0,58 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 030 | 1 187 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 099 | 111 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 59 474 | 2 137 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 375 | 984 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 901 | 212 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66 741 | 2 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 860 | 31 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 699 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8 600 | 33,35 | 309 | 50,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15 569 | 4,60 | 559 | 17,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 764 | 25,25 | 27 | 42,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 409 | 15 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 43 256 | 18,39 | 1 554 | 33,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 951 | 1,74 | 1 292 | 14,35 |
