Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF includono Peak Financial Management, Inc., Wealth Management Partners, LLC, Bright Futures Wealth Management, LLC., Tcfg Wealth Management, Llc, Global Retirement Partners, LLC, Pnc Financial Services Group, Inc., Jones Financial Companies Lllp, Virtus ETF Advisers LLC, e Virtus Fixed Income Advisers, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisory Resource Group | 198.105 | 2,92 | 4.523 | 4,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 679 | 63,61 | 15 | 66,67 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 622.339 | 15,26 | 14.208 | 16,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 | 0 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9.797 | 224 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3.363.464 | 5,35 | 76.788 | 6,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 71.749 | 3,63 | 1.638 | 5,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437.616 | 12,52 | 9.991 | 13,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 490.171 | 41,16 | 11.191 | 42,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 997 | 23 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 179 | 4 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 102.414 | 37,03 | 2.338 | 38,67 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13.747 | 1,74 | 314 | 2,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22.059 | 118,04 | 504 | 120,61 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13.425 | 296 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 167.819 | 14,52 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 55.347 | 2,45 | 1.264 | 3,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 482 | 11 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 302.674 | 6.910 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54.037 | 17,12 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.378 | 0,16 | 146 | 1,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1.395.236 | 12,13 | 31.853 | 13,42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 17.314 | 6,99 | 395 | 8,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562.961 | 3,38 | 12.853 | 4,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 40.004 | 42,76 | 913 | 44,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.349 | 31 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 243 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 359 | 35.800,00 | 8 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 270 | 6 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 33.941 | 771 |
