Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF comprennent Flow Traders U.s. Llc, Modern Wealth Management, LLC, Morgan Stanley, Comerica Bank, Us Bancorp \de\, et Clarity Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10 801 | 0,62 | 110 | 0,93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 577 | 0,90 | 142 | 4,41 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68 203 | 0,48 | 713 | 3,63 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 76 557 | 6,52 | 801 | 9,89 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 450 265 | 1,08 | 4 710 | 4,25 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 475 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 194 704 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 260 878 | 0,20 | 2 729 | 3,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 494 | 5 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 574 | 37 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1 354 319 | 3,35 | 14 166 | 6,62 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 16 594 | 12,51 | 174 | 16,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 22 810 | 3,46 | 231 | 3,59 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 283 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29 715 | 2,64 | 311 | 8,39 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 68 106 | 2,21 | 712 | 5,48 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 216 550 | 1,42 | 12 725 | 4,62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 24 990 | 29,85 | 261 | 44,44 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 274 148 | 1,12 | 34 248 | 4,32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 208 987 | 42,75 | 2 186 | 47,30 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 10 772 | 18,65 | 113 | 21,74 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 35 410 | 370 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 552 677 | 3,93 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 716 314 | 4,48 | 7 493 | 7,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 19 815 | 18,61 | 207 | 22,49 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20 241 | 30,65 | 212 | 34,39 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 180 790 | 0,25 | 1 891 | 3,45 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 77 512 | 18,27 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 869 | 0,93 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 307 342 | 6,21 | 3 215 | 9,54 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 75 013 | 1,68 | 785 | 4,81 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 98 584 | 2,36 | 1 031 | 5,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 538 128 | 50,58 | 37 009 | 55,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 949 072 | 49 851,16 | 9 927 | 52 147,37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 248 110 | 140,11 | 2 595 | 147,85 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 481 734 | 33,26 | 5 039 | 37,46 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 198 362 | 0,73 | 2 075 | 3,91 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1 402 | 1,01 | 0 |
