Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF includono Keebeck Wealth Management, LLC, Valpey Financial Services, LLC, 17 Capital Partners, Llc, e Geneos Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7.290 | 2,23 | 335 | 2,76 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 616 | 28 | ||||||
2025-08-14 | 13F | UBS Group AG | 80.236 | 22,01 | 3.692 | 22,70 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 281 | 208,79 | 13 | 200,00 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 16.433 | 6,23 | 756 | 6,93 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 259.880 | 11,03 | 11.960 | 11,66 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8.493 | 32,83 | 391 | 35,42 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 15.656 | 15,36 | 720 | 15,94 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | 0 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19.568 | 89,58 | 901 | 90,68 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1.346 | 175,26 | 62 | 177,27 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 324.781 | 11,80 | 14.946 | 14,16 | ||||
2025-08-07 | 13F | Allworth Financial LP | 199.882 | 0,72 | 9.199 | 2,42 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12.152 | 1,59 | 559 | 2,19 | ||||
2025-08-14 | 13F | Fmr Llc | 263 | 1.653,33 | 12 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.915 | 66,43 | 1 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 108.575 | 4.997 | ||||||
2025-08-13 | 13F | Saiph Capital, LLC | 7.994 | 36,74 | 368 | 37,45 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9.081 | 51,75 | 418 | 52,75 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 102.608 | 48,44 | 4.722 | 49,26 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 49.033 | 1,36 | 2.256 | 1,94 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 43.790 | 7,68 | 2.015 | 8,33 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 14.948 | 688 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.532 | 255 | ||||||
2025-07-17 | 13F | White Pine Investment CO | 181.321 | 4,82 | 8 | 14,29 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15.524 | 8,54 | 1 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 23.629 | 192,95 | 1 | -99,77 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 9.486 | 437 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17.115 | 28,80 | 788 | 29,44 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4.675 | 215 | ||||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 32.982 | 1.518 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 157 | 302,56 | 7 | 600,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 39.854 | 13,49 | 1.834 | 14,13 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 5.291 | 243 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10.115 | 45,21 | 463 | 47,60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.371 | 100,23 | 520 | 100,77 |