Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF comprennent BCS Private Wealth Management, Inc., Global Retirement Partners, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 134 994 | 8,89 | 6 553 | 9,05 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 3 200 | 155 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 575 | 28 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11 633 | 1,17 | 565 | 1,26 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 43 771 | 10,71 | 2 124 | 10,86 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51 601 | 4,64 | 2 505 | 4,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99 957 | 12,37 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 309 | 48,11 | 112 | 49,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 702 899 | 1,63 | 34 119 | 1,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 382 | 6 181,82 | 67 | 6 600,00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16 075 | 4,55 | 780 | 4,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20 000 | 294,87 | 971 | 295,92 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 4 700 | 0 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 16 287 | 38,79 | 791 | 39,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 057 | 391 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 106 335 | 56,35 | 5 162 | 56,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 200 | 10 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 6 962 | 31,09 | 338 | 31,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 814 798 | 12,12 | 39 550 | 12,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35 122 | 6,89 | 1 705 | 7,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 965 | 37,42 | 1 503 | 37,64 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 92 846 | 3,88 | 4 507 | 4,04 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 28 530 | 8,54 | 1 385 | 8,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65 614 | 1,37 | 3 185 | 1,50 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 141 258 | 0,77 | 6 857 | 0,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58 937 | 12,30 | 2 861 | 12,47 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 71 547 | 1 473,85 | 3 473 | 1 478,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 500 | 218 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 364 | 18 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27 171 | 15,55 | 1 319 | 15,72 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5 412 | 0,45 | 263 | 0,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 130 648 | 0,10 | 6 342 | 0,24 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 552 | 0,91 | 27 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 037 | 99 |
