Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF comprennent Peak Financial Management, Inc., Wealth Management Partners, LLC, Bright Futures Wealth Management, LLC., Tcfg Wealth Management, Llc, Global Retirement Partners, LLC, Pnc Financial Services Group, Inc., Jones Financial Companies Lllp, Virtus ETF Advisers LLC, et Virtus Fixed Income Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisory Resource Group | 198 105 | 2,92 | 4 523 | 4,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 679 | 63,61 | 15 | 66,67 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 622 339 | 15,26 | 14 208 | 16,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 | 0 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 797 | 224 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 363 464 | 5,35 | 76 788 | 6,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 71 749 | 3,63 | 1 638 | 5,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437 616 | 12,52 | 9 991 | 13,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 490 171 | 41,16 | 11 191 | 42,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 997 | 23 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 102 414 | 37,03 | 2 338 | 38,67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13 747 | 1,74 | 314 | 2,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22 059 | 118,04 | 504 | 120,61 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13 425 | 296 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 167 819 | 14,52 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 55 347 | 2,45 | 1 264 | 3,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 482 | 11 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 302 674 | 6 910 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 037 | 17,12 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 378 | 0,16 | 146 | 1,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 395 236 | 12,13 | 31 853 | 13,42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 17 314 | 6,99 | 395 | 8,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562 961 | 3,38 | 12 853 | 4,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 40 004 | 42,76 | 913 | 44,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 349 | 31 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 243 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 359 | 35 800,00 | 8 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 270 | 6 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 33 941 | 771 |
