Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF comprennent SILVER OAK SECURITIES, Inc, Dogwood Wealth Management LLC, Continuum Advisory, LLC, Cambridge Investment Research Advisors, Inc., Tower Wealth Partners, Inc., Able Wealth Management LLC, Ambassador Advisors, LLC, Pineridge Advisors LLC, Raymond James Financial Inc, Allworth Financial LP, et Capital A Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 86 109 | 4,93 | 4 123 | 5,21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 933 | 10 266,67 | 45 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 736 | 227 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26 471 | 13,14 | 1 267 | 13,43 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 91 128 | 15,06 | 4 363 | 15,39 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 85 583 | 4 098 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 299 | 254 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92 872 | 4,58 | 4 447 | 4,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 491 | 24 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11 496 | 32,56 | 550 | 32,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 144 609 | 19,62 | 6 924 | 19,94 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 21 259 | 1 018 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 92 480 | 25,02 | 4 428 | 25,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 47 | 4 600,00 | 2 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 607 | 29 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 8 034 | 385 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7 672 | 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 247 | 251 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11 183 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8 873 | 2,09 | 425 | 2,42 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 64 349 | 1,67 | 3 081 | 1,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 882 | 140,04 | 808 | 141,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 28 560 | 1 347 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 292 | 82,11 | 684 | 82,89 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 6 964 | 333 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 757 601 | 5,73 | 36 274 | 6,01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36 337 | 2,71 | 1 740 | 2,96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 384 | 113,83 | 1 359 | 114,69 |
