Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Sterling Capital Funds - Sterling Capital National Municipal Bond ETF incluem AE Wealth Management LLC, Kingdom Financial Group LLC., Lloyd Advisory Services, LLC., LifeWealth Investments, LLC, Arcadia Wealth Management, LLC, SMART Wealth LLC, Networth Advisors, LLC, Envestnet Asset Management Inc, Truist Financial Corp, Howard Bailey Securities, Llc, B.O.S.S. Retirement Advisors, LLC, FLP Wealth Management, LLC, Jane Street Group, Llc, Key Capital Management, INC, Triad Wealth Partners, LLC, Simplicity Wealth,LLC, LifePlan Investment Advisors, Inc., Centennial Advisors, LLC, Citadel Advisors Llc, e CoreCap Advisors, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Jane Street Group, Llc | 55,029 | 1,368 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1,278,316 | 31,779 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 13,201 | 328 | ||||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 101,282 | 2,518 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 115,016 | 2,859 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 84,240 | 2,094 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 20,332 | 505 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1,015 | 25 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 13,127 | 326 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 191,330 | 4,756 | ||||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 70,146 | 1,744 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109,562 | 2,724 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 13,808 | 343 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 868 | 22 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 290,988 | 7,234 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 42,898 | 1,066 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 37,043 | 921 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 3,797 | 94 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3,574,557 | 88,863 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8,479 | 211 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34,415 | 856 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 3,285 | 82 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 10,284 | 256 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 299 | 7 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1,278,316 | 31,779 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 109,562 | 2,724 | ||||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 220,403 | 5,479 |
