Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF includono Insight Wealth Strategies, LLC, Tempus Wealth Planning, LLC, 1620 Investment Advisors, Inc., Savvy Advisors, Inc., Dynamic Advisor Solutions LLC, Hidden Cove Wealth Management, LLC, Jefferies Financial Group Inc., D.a. Davidson & Co., Prospera Financial Services Inc, Two Sigma Securities, Llc, EverSource Wealth Advisors, LLC, Brown, Lisle/cummings, Inc., First Horizon Advisors, Inc., Private Trust Co Na, e Salem Investment Counselors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 80.276 | 1.454,53 | 4.129 | 1.451,88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.376 | 122 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3.917 | 201 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 40.235 | 2.069 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19.757 | 1.016 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197.056 | 0,14 | 10.135 | 0,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128.629 | 61,22 | 6.615 | 62,45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 | 1 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2.067 | 24,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 | 1 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 74.767 | 8,13 | 3.845 | 8,95 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 46 | 2 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 178.423 | 7,88 | 9.176 | 8,71 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 416.019 | 21.421 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8.371 | 46,71 | 431 | 47,77 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7.900 | 16,24 | 406 | 17,34 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14.099 | 12,55 | 725 | 13,46 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14.055 | 84,11 | 723 | 83,25 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 6.755 | 347 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 46.917 | 568,52 | 2.413 | 573,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.041 | 35,60 | 1.339 | 36,63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7.920 | 407 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50.266 | 25,37 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6.446 | 7,06 | 332 | 7,82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5.998 | 308 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6.419 | 330 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22.172 | 45,59 | 1.140 | 46,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162.649 | 10,49 | 8.367 | 11,34 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6.395 | 4,37 | 329 | 5,13 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 16.081 | 33,57 | 827 | 34,69 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 24.881 | 67,02 | 1.280 | 68,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46.565 | 48,37 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.860 | 37,83 | 147 | 40,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 212.496 | 1,74 | 10.929 | 2,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21.770 | 13,83 | 1.122 | 14,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7.806 | 401 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11.248 | 578 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21.740 | 152,41 | 1.118 | 154,67 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10.412 | 535 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.957 | 27,67 | 1.026 | 28,73 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 | 1 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5.696 | 293 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 21 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 233.118 | 2,69 | 11.989 | 3,48 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 47.756 | 103,77 | 2.456 | 105,27 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1.950 | 2,47 | 100 | 3,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31.475 | 206,24 | 1.619 | 208,78 |
