Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund comprennent Equitable Holdings, Inc., Vista Investment Partners Ii, Llc, Avantax Advisory Services, Inc., et Raymond James Financial 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 11 392 | 556 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 838 | 78,97 | 90 | 81,63 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 3 359 | 163 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 528 042 | 0,82 | 172 098 | 1,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 886 | 81,17 | 141 | 83,12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 008 742 | 7,71 | 49 207 | 8,71 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 10 591 | 517 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 390 | 1,74 | 1 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11 919 | 9,18 | 581 | 10,25 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 307 919 | 0,43 | 15 020 | 1,36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 255 | 12 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 59 880 | 5,05 | 2 921 | 6,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89 503 | 10,18 | 4 366 | 11,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 100 | 219,32 | 3 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44 684 | 169,88 | 2 180 | 172,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 85 026 | 43,12 | 4 148 | 44,44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 758 | 18,52 | 3 013 | 19,62 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 68 738 | 48,83 | 3 353 | 50,22 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 105 | 200,00 | 5 | 400,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 172 | 43,48 | 1 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 048 387 | 1,93 | 99 920 | 2,88 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 126 | 250 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 11 951 | 81,49 | 583 | 83,02 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 35 560 | 37,78 | 1 735 | 39,05 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 29 567 | 23,46 | 1 442 | 24,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 126 | 104 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 132 038 | 353,66 | 6 441 | 358,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 927 | 97,40 | 2 631 | 99,24 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 677 | 83,00 | 374 | 85,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26 796 | 1 307 | ||||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 3 359 | 0,12 | 164 | -10,93 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 24 167 | 5,86 | 1 179 | 6,80 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 50 285 | 9,23 | 2 453 | 10,25 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 352 | 9,66 | 17 | 13,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 643 460 | 15,97 | 31 388 | 17,05 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 090 | 7,18 | 102 | 7,45 |
