Statistiche di base
Proprietari istituzionali | 173 total, 173 long only, 0 short only, 0 long/short - change of 21,83% MRQ |
Allocazione media del portafoglio | 0.9328 % - change of -17,12% MRQ |
Azioni istituzionali (Long) | 36.067.627 (ex 13D/G) - change of 8,34MM shares 30,09% MRQ |
Valore istituzionale (Long) | $ 1.742.957 USD ($1000) |
Proprietà istituzionale e azionisti
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (US:JBND) ha 173 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 36,067,627 azioni. I maggiori azionisti includono LPL Financial LLC, Cetera Investment Advisers, Diversified Portfolios, Inc., Envestnet Asset Management Inc, Baldwin Brothers Inc/ma, Berger Financial Group, Inc, IAG Wealth Partners, LLC, Royal Bank Of Canada, Cwm, Llc, and Mml Investors Services, Llc .
(J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (NYSE:JBND) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 5, 2025 is 54,12 / share. Previously, on September 6, 2024, the share price was 54,53 / share. This represents a decline of 0,75% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Gwn Securities Inc. | 21.342 | -8,40 | 1.145 | -8,11 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 14.036 | -32,17 | 752 | -32,07 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 15.486 | -3,74 | 830 | -3,60 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 60.046 | 3.218 | ||||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 106.630 | 3,27 | 5.714 | 3,42 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 379.409 | 69,37 | 20.333 | 69,59 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 254.980 | -16,81 | 13.664 | -16,70 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 505.074 | 668,64 | 27.067 | 669,80 | ||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 118.797 | 4,94 | 6.367 | 5,08 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 39.793 | 235,49 | 2.133 | 236,28 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 424.089 | 11.146,06 | 22.723 | 11.204,48 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 63.621 | 325,44 | 3.409 | 326,13 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 1.625.209 | 9,04 | 87.095 | 9,18 | ||||
2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 236.927 | 24,30 | 12.697 | 24,46 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Essex LLC | 36.400 | 1.951 | ||||||
2025-08-15 | 13F | High Falls Advisors, Inc | 3.895 | 209 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 22.051 | 145,26 | 1.182 | 145,53 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 5.468 | 293 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 35.213 | 1.887 | ||||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 14.098 | -84,97 | 756 | -84,96 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 450 | 24 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Fermata Advisors, LLC | 43.291 | -87,01 | 2.320 | -87,00 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7.851 | 420 | ||||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 60.634 | -0,19 | 3.249 | -0,06 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 9.596 | 514 | ||||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 22.700 | -2,66 | 1.217 | -2,56 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4.060 | 0,00 | 218 | 0,00 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 17.380 | 10,03 | 931 | 10,18 | ||||
2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Defined Financial Planning LLC | 62.911 | 3.321 | ||||||
2025-07-25 | 13F | Means Investment Co., Inc. | 364.117 | 1,70 | 19.513 | 1,84 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.279 | 229 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4.151 | 222 | ||||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 29.542 | 1.583 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 1.925 | 414,71 | 103 | 415,00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49.914 | 22,90 | 2.675 | 23,06 | ||||
2025-08-14 | 13F | Mariner, LLC | 183.168 | 20,79 | 9.816 | 20,95 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11.400 | 15,28 | 611 | 18,22 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 288.528 | 7,32 | 15.462 | 7,46 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 51.762 | 911,77 | 2.774 | 915,75 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11.763 | 628 | ||||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21.810 | 9,27 | 1.169 | 9,36 | ||||
2025-08-04 | 13F | Spire Wealth Management | 33 | 3,12 | 2 | 0,00 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 612.640 | -2,47 | 32.831 | -2,34 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1.024 | 55 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13.323 | 1,77 | 714 | 1,86 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 141.567 | 174,94 | 7.587 | 175,35 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1.388 | 74 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 346.945 | 18.593 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 570.031 | 9,06 | 30.548 | 9,20 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 227 | 180,25 | 12 | 200,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177.922 | 24,35 | 9.535 | 24,51 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 4.234 | 0,07 | 0 | |||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 92.505 | -5,95 | 4.957 | -5,81 | ||||
2025-07-17 | 13F | KWB Wealth | 106.932 | 95,28 | 5.723 | 100,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 21.693 | 135,61 | 1.163 | 136,18 | ||||
2025-07-18 | 13F | Cooper Financial Group | 107.522 | -1,52 | 5.762 | -1,39 | ||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 17.185 | 19,33 | 921 | 19,48 | ||||
2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26.303 | 1.410 | ||||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 4.135 | 222 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 934.225 | 20,39 | 50 | 21,95 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 84.463 | -0,99 | 4.526 | -0,85 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 10.617 | 569 | ||||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 201.405 | 164,85 | 10.755 | 164,29 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41.462 | 7,27 | 2.222 | 7,40 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 15.034 | 802 | ||||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 72.915 | -2,62 | 3.908 | -2,50 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 920.066 | 0,79 | 49.306 | 0,92 | ||||
2025-07-16 | 13F | ORG Partners LLC | 12.304 | 657 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 56 | -30,00 | 3 | -25,00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.889 | 0,00 | 101 | 0,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 29.935 | 16,42 | 1.604 | 16,57 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 112.727 | 1,70 | 6.041 | 1,84 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 83.010 | 38,69 | 4.449 | 38,87 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 41.939 | 2.248 | ||||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 195.775 | -11,53 | 10.492 | -11,42 | ||||
2025-08-07 | 13F | Nwam Llc | 4.404 | 235 | ||||||
2025-08-06 | 13F | Innealta Capital, Llc | 44.591 | -87,85 | 2.390 | -87,83 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.078 | 35,19 | 326 | 35,42 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 104.228 | 5.586 | ||||||
2025-08-14 | 13F | Vienna Asset Management LLC | 40.577 | 20,76 | 2.175 | 20,91 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 236.931 | 23,50 | 12.709 | 23,78 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932.398 | 16,84 | 50 | 16,67 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 5.856 | 51,87 | 314 | 51,94 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 75.302 | 3.990 | ||||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7.851 | 421 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4.900 | 22,50 | 263 | 22,43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 11.221 | 601 | ||||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 532.384 | 4,85 | 29 | 3,70 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 932 | -14,57 | 50 | -15,52 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 83.883 | 47,14 | 4.495 | 47,33 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 41.181 | 5,49 | 2.207 | 5,60 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 4.156 | 220 | ||||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 41.810 | 2.241 | ||||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 11.851 | 1,80 | 635 | 1,93 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 503 | -67,15 | 27 | -67,90 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 991.378 | -8,23 | 53.128 | -8,11 | ||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 128.188 | -3,69 | 6.870 | -3,57 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 12.078 | 91,99 | 647 | 92,56 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 94.436 | 7,39 | 5.061 | 7,52 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 4.569 | 245 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116.289 | 9,67 | 6 | 20,00 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 227.167 | 0,06 | 12.174 | 0,18 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 7.087 | -5,28 | 380 | -5,25 | ||||
2025-07-25 | 13F | Cwm, Llc | 978.086 | 834,19 | 52 | 940,00 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 657.211 | -1,47 | 35.220 | -1,34 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15.134 | 811 | ||||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1.343.741 | -0,62 | 72.011 | -0,49 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 26.168 | 47,11 | 1.402 | 47,27 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 9 | 12,50 | 0 | |||||
2025-07-29 | 13F | Citizens Business Bank | 199.665 | 10.700 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 203.111 | -16,00 | 10.885 | -15,90 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 90.445 | 816,36 | 4.847 | 817,80 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 166.166 | 0,92 | 8.905 | 1,04 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3.506 | -24,75 | 188 | -24,90 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 34.505 | 6,77 | 1.849 | 6,94 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 170.970 | 10,06 | 9.162 | 10,21 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 53.937 | 16,34 | 2.890 | 16,34 | ||||
2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 6.087 | -98,24 | 326 | -98,24 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 154.474 | -43,21 | 8.213 | -43,58 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2.890 | 21,48 | 155 | 21,26 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19.718 | 42,52 | 1.057 | 42,70 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 283.186 | 9,32 | 15.176 | 9,46 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 102 | 5 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 102.707 | 2,02 | 5.504 | 2,15 | ||||
2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | CGC Financial Services, LLC | 443.166 | 23.749 | ||||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 183.158 | -6,48 | 9.815 | -4,08 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 1.266.953 | 1,28 | 67.896 | 1,41 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 53.096 | -2,84 | 2.845 | -2,70 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 368.452 | 19.745 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Northwest Financial Advisors | 41.915 | 3,41 | 2.246 | 3,55 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49.975 | 2.659 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.120 | 107,44 | 114 | 109,26 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 6.183 | 331 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 205.026 | 10.987 | ||||||
2025-08-12 | 13F | Martin Worley Group | 89.954 | 15,39 | 4.821 | 15,53 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Inspire Advisors, LLC | 21.410 | 1.147 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 988.313 | 89,71 | 52.964 | 89,96 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9.836 | 10,64 | 526 | 12,15 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 34.216 | 56,48 | 1.834 | 56,67 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 797 | 42,32 | 43 | 44,83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 7.155.369 | 58,18 | 383.456 | 58,39 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 40.075 | 13,75 | 2.148 | 13,90 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 11.315 | 0,00 | 606 | 0,17 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 74.137 | 3.973 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 63.469 | 3.401 | ||||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41.462 | 2.222 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252.157 | 36,29 | 13.513 | 36,48 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1.700.150 | 63,71 | 91.111 | 63,92 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 264.181 | 15,45 | 14.157 | 15,60 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 566.067 | 30.336 | ||||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 4.911 | 0,00 | 263 | 0,38 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 95.268 | 1.058.433,33 | 5.105 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1.475.828 | 3,38 | 78.717 | 3,02 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 326.852 | 117,01 | 17.464 | 117,17 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8.194 | 439 | ||||||
2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5.925 | -14,44 | 318 | -14,32 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 377.875 | -17,60 | 20.250 | -17,49 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 11.240 | 23,73 | 602 | 23,87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 48.695 | 1.368,49 | 2.610 | 1.374,01 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 32.554 | 11,71 | 2 | 0,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 981 | 53 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 500 | 0,00 | 27 | 0,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 340 | -3,41 | 18 | 0,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316.167 | 1,15 | 16.943 | 1,29 | ||||
2025-08-14 | 13F | Colony Group, LLC | 10.068 | 34,78 | 540 | 35,09 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 135.131 | 5,31 | 7.242 | 5,45 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 412.063 | 50,03 | 21.909 | 49,05 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10.702 | 145,91 | 574 | 146,98 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 176.130 | 15,29 | 9.439 | 15,90 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 25.584 | -88,42 | 1.371 | -88,40 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 225 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128.997 | -3,83 | 6.913 | -3,71 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 9.171 | 47,73 | 491 | 47,89 |