Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund includ GFS Advisors, LLC, Golden State Wealth Management, LLC, Litman Gregory Asset Management LLC, Hantz Financial Services, Inc., Fifth Third Bancorp, și Capital Advisor Network LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 4.836 | 247 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 149 | 8 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 61.697 | 10,24 | 3.148 | 8,70 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6.281 | 15,48 | 321 | 13,88 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 275.103 | 29,92 | 14.039 | 28,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 121.332 | 64,48 | 6.192 | 62,20 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 56.485 | 6,87 | 2.882 | 5,37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 845 | 43 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 55.065 | 25,35 | 2.810 | 23,58 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 486.020 | 21,06 | 24.802 | 19,38 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 4.615 | 1,65 | 236 | 0,43 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 160.618 | 1,24 | 8.261 | -0,60 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 24.477 | 13,87 | 1.249 | 12,32 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 16.357 | 0,17 | 835 | -1,30 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 151 | 0 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.259 | 79,86 | 64 | 77,78 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 24.209 | 8,22 | 1.235 | 6,74 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 732 | 37 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 50.409 | 1,65 | 2.572 | 0,23 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21.699 | 136,66 | 1.107 | 133,54 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4.889 | 0,27 | 249 | -1,19 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 28.260 | 1.404 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 23.230 | 208,66 | 1.185 | 203,85 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 749.709 | 5,12 | 38.258 | 3,66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 88.800 | 32,34 | 4.531 | 30,50 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 52.400 | 32,66 | 2.674 | 30,77 | |||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 61.046 | 2,90 | 3.115 | 1,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 99.010 | 5.052 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 7.584 | 5,14 | 387 | 3,75 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4.737 | 242 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.187 | 4,98 | 673 | 3,38 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 197 | 10 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 39.048 | 82,09 | 1.993 | 79,62 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3 | 0 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 3.424 | -1,38 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 11.925 | 38,91 | 609 | 36,94 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 48.455 | 0,50 | 2.473 | -1,28 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 54.830 | 22,31 | 2.798 | 20,61 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 610 | 32 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12.508 | 2,37 | 638 | 0,95 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 56.200 | 46,35 | 2.868 | 44,29 | |||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 146.045 | 8,79 | 7.453 | 7,28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4.507 | 230 |
