Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF includono Huntleigh Advisors, Inc., Tableaux Llc, Andrew Hill Investment Advisors, Inc., Howard Wealth Management, Llc, GGM Financials LLC, Foronjy Financial Llc, DAVENPORT & Co LLC, Grimes & Company, Inc., LongView Wealth Management, West Branch Capital LLC, ORG Partners LLC, Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, Clarity Asset Management, Inc., Briaud Financial Planning, Inc, e Allworth Financial LP .
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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 55.548 | 155,51 | 2.790 | 156,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578.139 | 2.486,64 | 28.947 | 2.484,55 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 8.029 | 402 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 143 | 0,70 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 185.296 | 297,38 | 9.278 | 296,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 175.940 | 33,10 | 8.809 | 32,97 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 12.966 | 649 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48.584 | 122,24 | 2.433 | 122,10 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7.753 | 6,42 | 388 | 6,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54.889 | 54,20 | 2.748 | 54,04 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 52 | 26,83 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 115.078 | 15,89 | 5.762 | 15,78 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6.380 | 1,56 | 320 | 1,59 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 4.700 | 17,50 | 235 | 17,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 6.011 | 200,70 | 301 | 200,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 54.065 | 1.093,75 | 3 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.747 | 87 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 194.017 | 400,13 | 9.714 | 399,69 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6.690 | 46,65 | 335 | 46,93 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11.000 | 551 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 50.093 | 4,30 | 2.508 | 4,20 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.354 | 184,04 | 318 | 186,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 76.999 | 87,28 | 3.855 | 87,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 502 | 25 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 27.585 | 3,10 | 1.381 | 2,98 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 11.953 | 598 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 92.754 | 20,11 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 66.200 | 26,82 | 3.328 | 26,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.813 | 286,40 | 141 | 288,89 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 12.966 | 115,06 | 649 | 114,90 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 49.639 | 11,06 | 2.495 | 11,38 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4.797 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2.308 | 116 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143.877 | 89,06 | 7 | 133,33 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 166.044 | 8.314 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5.296 | 265 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 21.624 | 20,45 | 1.084 | 20,87 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 70.713 | 26,75 | 3.541 | 26,61 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 299 | 15 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 151 | 16,15 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.991 | 1,05 | 300 | 0,67 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.853 | 1,20 | 93 | 0,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 40.000 | 40 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 20 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166.081 | 52,20 | 8.320 | 52,03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17.139 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 254.599 | 7,46 | 12.748 | 7,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 94.975 | 7,18 | 4.755 | 7,07 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 8.661 | 2,75 | 434 | 2,61 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13.912 | 45,39 | 697 | 45,91 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6.282 | 84,60 | 315 | 84,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20.830 | 1.043 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 19.677 | 985 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 4.196 | 210 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 437.103 | 9,98 | 21.886 | 9,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.966 | 0,92 | 98 | 1,03 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 106 | 5 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 62.350 | 81,32 | 3.122 | 81,14 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24.157 | 218,65 | 1.210 | 219,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 569.158 | 21,11 | 28 | 21,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 255.985 | 41,64 | 12.817 | 41,50 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 10.861 | 1,94 | 545 | 2,26 | ||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 29.701 | 1.487 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.232 | 82,02 | 612 | 82,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 122.897 | 10,70 | 6.153 | 10,59 |
