Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF includono Silverlake Wealth Management Llc, Us Bancorp \de\, e Briaud Financial Planning, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 9.905 | 4,63 | 499 | 5,27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1.544 | 1,45 | 78 | 1,32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3.980 | 201 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27.887 | 1.406 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 14.374 | 3,00 | 724 | 3,58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17.400 | 19,36 | 877 | 20,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.284 | 216 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23.446 | 11,23 | 1.182 | 11,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10.271 | 518 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 114.964 | 22,61 | 5.794 | 23,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96.898 | 19,34 | 4.888 | 20,01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14.777 | 18,69 | 745 | 19,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53.268 | 56,78 | 2.685 | 57,79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10.689 | 0,02 | 539 | 0,56 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35.902 | 1,53 | 1.809 | 2,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58.728 | 1.069,41 | 3 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.894 | 16,39 | 247 | 17,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229.834 | 13,15 | 11.584 | 13,85 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 60.058 | 7,86 | 3.027 | 8,50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14.306 | 0,06 | 721 | 0,70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | 33,22 | 20 | 33,33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17.250 | 0,22 | 869 | 0,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 592.856 | 5,08 | 29.880 | 5,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11.695 | 8,50 | 589 | 9,28 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 138.578 | 17,14 | 6.989 | 17,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119.752 | 28,82 | 6.035 | 29,62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116.404 | 60,76 | 5.867 | 61,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5.203 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 214.137 | 19,01 | 10.793 | 19,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336.752 | 2,84 | 17 | 0,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9.640 | 486 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27.332 | 9,72 | 1.383 | 10,38 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9.422 | 0,38 | 475 | 0,85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16.343 | 17,36 | 824 | 18,08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 50.027 | 4,57 | 2.521 | 5,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29.612 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.272 | 112,58 | 265 | 113,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 78.706 | 2,34 | 3.967 | 2,96 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10.606 | 17,37 | 535 | 18,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16.596 | 0,61 | 836 | 1,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7.493 | 8,91 | 379 | 9,86 |
