Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF includono Visionary Wealth Advisors, Hippocratic Financial Advisors, LLC, Cary Street Partners Financial Llc, Austin Wealth Management, LLC, Entrewealth, Llc, Ameriflex Group, Inc., NWF Advisory Services Inc., Clear Creek Financial Management, LLC, Beacon Capital Management, Inc., e Wells Fargo & Company/mn .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 142.702 | 11,16 | 7 | 20,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 503 | 3.769,23 | 23 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 100.599 | 2,97 | 4.652 | 3,13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26.022 | 8,90 | 1.203 | 9,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 568.329 | 3,55 | 26.280 | 3,71 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 195.102 | 1,10 | 9.022 | 1,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.338 | 15,59 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77.112 | 54,05 | 3.566 | 54,26 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 212.011 | 0,09 | 9.803 | 0,24 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 486.184 | 6,48 | 22.481 | 6,64 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.157 | 0,18 | 470 | 0,21 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5.165 | 239 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 23.197 | 16,72 | 1.073 | 16,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.350 | 11,38 | 340 | 11,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26.022 | 8,90 | 1.199 | 8,90 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 188.922 | 7,83 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5.580 | 257 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 160.799 | 47,45 | 7.435 | 47,70 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 3.579 | 165 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 22.528 | 1.042 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11.756 | 1,49 | 544 | 1,69 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 156.070 | 13,18 | 7.217 | 13,35 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26.924 | 1,78 | 1.245 | 1,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394.891 | 289,96 | 18.260 | 290,57 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7.573 | 1,32 | 350 | 1,45 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 85.418 | 3.921 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 393.834 | 81,10 | 18.211 | 81,37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 177.754 | 8.219 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.580 | 258 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25.019 | 0,63 | 1.157 | 0,78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121.193 | 30,16 | 5.604 | 30,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109.569 | 107,97 | 5.066 | 108,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.882 | 3,90 | 272 | 3,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348.913 | 4,18 | 16.134 | 4,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 52.670 | 20,45 | 2.435 | 20,66 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9.600 | 11,43 | 444 | 13,30 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 141.462 | 6.541 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 29.396 | 37,42 | 1.359 | 37,69 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 593.523 | 6,94 | 27.445 | 7,10 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 367.708 | 8,04 | 17.003 | 8,20 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135.838 | 4,24 | 6.281 | 4,40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 273 | 13,28 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 132.691 | 6.136 | ||||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 125.539 | 387,11 | 5.805 | 388,14 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 599.767 | 10,70 | 28 | 8,00 |
