Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF comprennent Insight Wealth Strategies, LLC, Tempus Wealth Planning, LLC, 1620 Investment Advisors, Inc., Savvy Advisors, Inc., Dynamic Advisor Solutions LLC, Hidden Cove Wealth Management, LLC, Jefferies Financial Group Inc., D.a. Davidson & Co., Prospera Financial Services Inc, Two Sigma Securities, Llc, EverSource Wealth Advisors, LLC, Brown, Lisle/cummings, Inc., First Horizon Advisors, Inc., Private Trust Co Na, et Salem Investment Counselors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 80 276 | 1 454,53 | 4 129 | 1 451,88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 376 | 122 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 917 | 201 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 40 235 | 2 069 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19 757 | 1 016 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197 056 | 0,14 | 10 135 | 0,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128 629 | 61,22 | 6 615 | 62,45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 | 1 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2 067 | 24,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 | 1 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 74 767 | 8,13 | 3 845 | 8,95 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 46 | 2 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 178 423 | 7,88 | 9 176 | 8,71 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 416 019 | 21 421 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 371 | 46,71 | 431 | 47,77 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7 900 | 16,24 | 406 | 17,34 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14 099 | 12,55 | 725 | 13,46 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14 055 | 84,11 | 723 | 83,25 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 6 755 | 347 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 46 917 | 568,52 | 2 413 | 573,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 041 | 35,60 | 1 339 | 36,63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 920 | 407 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50 266 | 25,37 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 446 | 7,06 | 332 | 7,82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 998 | 308 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6 419 | 330 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22 172 | 45,59 | 1 140 | 46,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162 649 | 10,49 | 8 367 | 11,34 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6 395 | 4,37 | 329 | 5,13 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 16 081 | 33,57 | 827 | 34,69 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 24 881 | 67,02 | 1 280 | 68,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46 565 | 48,37 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 860 | 37,83 | 147 | 40,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 212 496 | 1,74 | 10 929 | 2,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 770 | 13,83 | 1 122 | 14,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 806 | 401 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 248 | 578 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 740 | 152,41 | 1 118 | 154,67 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10 412 | 535 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 957 | 27,67 | 1 026 | 28,73 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 | 1 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 696 | 293 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 21 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 233 118 | 2,69 | 11 989 | 3,48 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 47 756 | 103,77 | 2 456 | 105,27 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 950 | 2,47 | 100 | 3,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 475 | 206,24 | 1 619 | 208,78 |
