Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NuShares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF termasuk Creative Planning, Fifth Third Bancorp, Lloyd Advisory Services, LLC., dan Smartleaf Asset Management LLC .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 176.089 | 11,49 | 3.730 | 9,35 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 660 | 14 | ||||||
| 2026-04-24 | 13F | rebel Financial LLC | 106.653 | 7,68 | 2.259 | 5,61 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 13.053 | 12,60 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 296 | 6 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 33.825 | 6,82 | 730 | 5,95 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 68.584 | 1,98 | 1.453 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.938 | 105 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.755 | 58 | ||||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 17.848 | 0,02 | 378 | -1,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 15.568 | 4,16 | 330 | 2,17 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 660 | 0,30 | 14 | -7,14 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 59 | 1 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 201.377 | 1,25 | 4.265 | -0,70 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.121 | 4,53 | 45 | 2,27 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 8.956 | 0,01 | 190 | -2,07 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 47.651 | 21,34 | 1.009 | 18,99 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.943 | 0,51 | 62 | -1,59 | ||||
| 2026-05-12 | 13F | Creative Planning | 34.289 | 726 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 8.663 | 11,68 | 183 | 9,58 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2.040 | 0,05 | 43 | -2,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 516.331 | 126,91 | 10.936 | 122,57 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 167.078 | 11,63 | 3.608 | 10,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.574 | 82,18 | 33 | 83,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 162 | 10,96 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 3.553 | 0,20 | 75 | -1,32 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 458.724 | 26,57 | 9.716 | 24,14 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 31.530 | 1,19 | 668 | -0,74 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9.527 | 0,99 | 202 | -0,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 35.462 | 18,03 | 751 | 15,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 11.845 | 253 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 14.882 | 236 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 38 | 1 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 9.152 | 28,87 | 194 | 26,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 114.926 | 7,22 | 2.434 | 5,19 |
