Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF comprennent Journey Advisory Group, LLC, Assetmark, Inc, GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares, Brookwood Investment Group LLC, Wealthcare Advisory Partners LLC, Rockefeller Capital Management L.P., et Briaud Financial Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 79 310 | 10,91 | 3 755 | 11,16 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 884 | 0,48 | 89 | 1,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16 131 | 1,42 | 764 | 1,60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 595 | 53,96 | 170 | 54,55 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 89 577 | 4 241 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 081 | 9,04 | 1 330 | 9,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 607 | 644 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 879 | 1,66 | 135 | 0,75 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 19 612 | 71,63 | 929 | 72,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 156 666 | 52,81 | 7 418 | 53,14 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 000 | 17,65 | 474 | 17,96 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 360 | 5,72 | 254 | 5,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 861 | 11,57 | 1 509 | 11,79 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191 550 | 9 070 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 123 | 1 426 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 151 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 370,59 | 19 | 350,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 133 | 9,65 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 269 | 202 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 99 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65 891 | 82,74 | 3 120 | 83,15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 391 299 | 157,81 | 18 528 | 158,36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 43 074 | 1,32 | 2 040 | 1,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 79 075 | 17,47 | 3 744 | 18,71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 072 | 477 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 22 596 | 1,11 | 1 070 | 1,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 67 912 | 2,12 | 3 216 | 2,32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 230 | 15,24 | 1 337 | 15,47 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 63 737 | 0,02 | 3 018 | 0,23 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 70 321 | 3 330 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 836 | 756,72 | 2 028 | 759,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15 005 | 151,76 | 710 | 152,67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 604 | 29 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 90 597 | 4 290 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 143 343 | 0,57 | 6 787 | 0,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 174 | 340 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 419 | 1 721,74 | 20 | 1 800,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 163 809 | 3,28 | 7 756 | 3,50 |
