Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PGIM ETF Trust - PGIM Total Return Bond ETF comprennent Truist Financial Corp, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Summit Wealth Group Llc / Co, Wiley Bros.-aintree Capital, Llc, et CoreCap Advisors, 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.
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 | Stifel Financial Corp | 49 969 | 11,90 | 2 090 | 12,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 290 | 12 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 44 787 | 2,29 | 1 873 | 2,52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 674 521 | 20,35 | 70 045 | 20,61 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 50 993 | 35,71 | 2 133 | 36,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206 046 | 1,48 | 8 619 | 1,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 188 025 | 7 765 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 002 102 | 19,83 | 41 918 | 20,09 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 157 739 | 2,80 | 6 598 | 3,03 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 28 914 | 1,27 | 1 209 | 1,51 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 300 886 | 10,70 | 12 586 | 10,95 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 200 520 | 1,05 | 8 388 | 1,27 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 39 949 | 60,57 | 1 671 | 60,98 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 71 581 | 4,22 | 2 994 | 4,47 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 101 243 | 1,23 | 4 235 | 1,68 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 22 634 | 16,11 | 947 | 16,36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 504 | 314 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 351 079 | 136,47 | 14 686 | 136,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 161 059 | 6 681 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 167 925 | 0,77 | 7 024 | 0,99 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 147 | 215 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 328 | 4,13 | 14 | 0,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 50 309 | 22,40 | 2 104 | 22,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 179 278 | 50,44 | 7 470 | 50,52 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 51 731 | 26,50 | 2 164 | 29,52 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 363 | 13,82 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 503 436 | 6,12 | 21 059 | 6,35 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 36 439 | 10,24 | 1 524 | 10,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 385 | 7,24 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24 761 | 29,31 | 1 033 | 31,42 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 157 969 | 5,65 | 6 608 | 5,86 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 10 804 | 1,08 | 452 | 1,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 124 967 | 5 227 | ||||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 41 601 | 0,34 | 1 736 | 2,24 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 202 954 | 12,44 | 8 490 | 12,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 344 708 | 6,05 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 170 | 49 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 210 044 | 6,52 | 8 786 | 6,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 003 | 1,13 | 1 213 | 1,34 |
