Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans FlexShares Trust - FlexShares Ultra-Short Income Fund comprennent Creative Planning, Nicholas Hoffman & Company, LLC., F/M Investments LLC, Legacy Wealth Managment, LLC/ID, Legacy Investment Solutions, LLC, Raymond James Financial Inc, EverSource Wealth Advisors, LLC, et Marquette Associates, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 4 223 | 319 | ||||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 133 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 965 | 224 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 143 200 | 123,70 | 10 813 | 123,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19 890 | 31,47 | 1 502 | 31,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 | 5 | ||||||
| 2025-08-13 | 13F | F/M Investments LLC | 3 007 | 227 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 14 839 | 0,45 | 1 121 | 0,54 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4 565 | 34,34 | 345 | 34,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 4 905 | 370 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 118 264 | 4,87 | 8 930 | 4,78 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 736 | 282 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 073 | 141,67 | 81 | 145,45 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 832 735 | 3,23 | 1 120 020 | 3,13 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 134 | 3,08 | 10 | 11,11 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 224 580 | 140,19 | 16 940 | 139,98 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 166 901 | 108,27 | 12 603 | 108,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 103 839 | 42,31 | 8 | 40,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 783 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 850 | 0,08 | 366 | 0,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 121 | 85 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cim, Llc | 73 496 | 2,07 | 5 550 | 1,98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 52 930 | 623,29 | 3 997 | 622,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 334 | 101 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 618 | 34,40 | 349 | 34,36 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 343 | 101 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 161 | 196,55 | 616 | 197,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22 152 | 100,09 | 1 674 | 99,76 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 125 406 | 903,33 | 9 469 | 903,07 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 343 | 101 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 004 | 97,64 | 76 | 97,37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15 556 | 1 |
