Statistiche di base
Proprietari istituzionali | 201 total, 200 long only, 0 short only, 1 long/short - change of -2,90% MRQ |
Allocazione media del portafoglio | 0.1099 % - change of -6,86% MRQ |
Azioni istituzionali (Long) | 6.581.758 (ex 13D/G) - change of -0,45MM shares -6,43% MRQ |
Valore istituzionale (Long) | $ 642.025 USD ($1000) |
Proprietà istituzionale e azionisti
Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (US:PDP) ha 201 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 6,581,758 azioni. I maggiori azionisti includono Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, LPL Financial LLC, NewSquare Capital LLC, Royal Bank Of Canada, Summit Financial, LLC, and UBS Group AG .
(Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (NasdaqGM:PDP) 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 112,08 / share. Previously, on September 6, 2024, the share price was 95,00 / share. This represents an increase of 17,98% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Bank Of America Corp /de/ | 447.994 | 0,16 | 48.648 | 8,78 | ||||
2025-08-14 | 13F | Comerica Bank | 10.408 | 138,28 | 1.130 | 159,17 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.610 | -3,39 | 1.261 | 4,91 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 16.062 | 66,69 | 1.744 | 81,10 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2.016 | -40,98 | 219 | -36,07 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6.300 | 36,96 | 684 | 49,02 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14.300 | 450,00 | 1.553 | 499,23 | |||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 180.567 | -0,05 | 20 | 5,56 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 700 | 0,00 | 76 | 10,14 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21.943 | -0,32 | 2.383 | 8,27 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 26.304 | 0,77 | 2.856 | 9,47 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.357 | 292,83 | 256 | 332,20 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2.298 | -35,32 | 250 | -29,86 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 9.615 | 20,07 | 1.044 | 30,50 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2.585 | -6,00 | 281 | 2,19 | ||||
2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 | 0,00 | 1 | |||||
2025-08-08 | 13F | MTM Investment Management, LLC | 30.942 | -4,52 | 3.360 | 3,16 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 3.133 | 20,78 | 340 | 31,27 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 66.358 | -6,73 | 7.206 | 0,78 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.053 | 114 | ||||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 699.375 | 2,85 | 75.945 | 11,71 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 4.815 | 0,00 | 523 | 8,52 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3.525 | -4,42 | 383 | 4,09 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 311.658 | -4,99 | 33.843 | 3,19 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 0,00 | 39 | 8,57 | ||||
2025-07-14 | 13F | Abound Wealth Management | 80 | 0,00 | 9 | 14,29 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 109 | 0,00 | 12 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 5.265 | 10,94 | 572 | 20,46 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9.254 | -5,37 | 1.005 | 2,76 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.017 | 2,55 | 328 | 11,22 | ||||
2025-07-24 | 13F | Blair William & Co/il | 24.920 | -5,14 | 2.706 | 3,05 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4.395 | 0,00 | 477 | 8,66 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 2.585 | 0,00 | 281 | 8,53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92.223 | 7,22 | 10.015 | 16,46 | ||||
2025-08-07 | 13F | Nwam Llc | 2.336 | -13,00 | 266 | -0,75 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 64.945 | -3,02 | 7.037 | 5,09 | ||||
2025-08-04 | 13F | Spire Wealth Management | 2.418 | -34,52 | 263 | -29,00 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.790 | 0,00 | 194 | 8,99 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 8.320 | -10,20 | 903 | -2,48 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 2.933 | 0,00 | 318 | 8,53 | ||||
2025-08-26 | 13F | Claris Financial LLC | 3.126 | -9,34 | 339 | -8,63 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 22.056 | -2,03 | 2.395 | 6,44 | ||||
2025-08-08 | 13F | Creative Planning | 5.695 | -4,54 | 618 | 3,69 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 18.360 | 2,28 | 1.994 | 3,21 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 802 | 0,00 | 87 | 8,75 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 308.669 | -11,68 | 33.518 | -4,08 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 203 | 0,00 | 22 | 10,00 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 11.607 | 0,00 | 1.314 | 13,18 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 178.693 | 1,11 | 19.404 | 9,81 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 9.930 | 0,00 | 1 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 20.615 | 83,70 | 2 | 100,00 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 1.832 | 0,00 | 199 | 8,20 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2.250 | -17,58 | 244 | -10,29 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 101 | 0,00 | 11 | 0,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20.316 | -0,05 | 2.206 | 8,56 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | True North Advisors, LLC | 2.874 | 0,00 | 312 | 8,71 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 9.397 | -1,66 | 1.020 | 6,81 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 3.519 | -38,92 | 382 | -33,57 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 187 | 0,00 | 20 | 11,11 | ||||
2025-07-29 | 13F | Private Trust Co Na | 4.522 | 0,00 | 491 | 8,63 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 90.032 | 0,97 | 9.777 | 9,66 | ||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 2.221 | 0,00 | 241 | 8,56 | ||||
2025-08-12 | 13F | Heritage Trust Co | 2.095 | 0,00 | 227 | 8,61 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.261 | 0,00 | 354 | 8,59 | ||||
2025-08-14 | 13F | UBS Group AG | 188.948 | -24,78 | 20.518 | -18,30 | ||||
2025-04-15 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4.916 | 13,93 | 534 | 23,67 | ||||
2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | WFA Asset Management Corp | 100 | 0,00 | 10 | 0,00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 9.855 | 20,74 | 1.070 | 31,13 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.152 | -2,84 | 668 | 5,53 | ||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 7.435 | 1,18 | 807 | 9,95 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 800 | 0,00 | 87 | 8,86 | ||||
2025-08-11 | 13F | Citigroup Inc | 2.194 | 0,00 | 238 | 8,68 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 4.051 | 440 | ||||||
2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 36.048 | -0,92 | 3.914 | 7,62 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 84.604 | -13,77 | 9.187 | -6,34 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1.000 | 0,00 | 109 | 9,09 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 96 | 0,00 | 10 | 11,11 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 57 | 0,00 | 6 | 20,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18.956 | 0,01 | 2.058 | 8,66 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 11.095 | -34,05 | 1.205 | -28,42 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 9 | 0,00 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 16.256 | 6,15 | 1.765 | 15,28 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 3.517 | 20,61 | 382 | 30,93 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 139.701 | -5,69 | 15.170 | 2,43 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 134 | 15 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 7.809 | -9,88 | 848 | -2,19 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 157 | 0,00 | 16 | -6,25 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2.190 | 0,00 | 238 | 8,72 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 4.020 | 402 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 208.491 | 1,73 | 22.640 | 10,49 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 2.000 | 217 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4.926 | 0,02 | 535 | 8,54 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2.772 | -0,61 | 299 | 7,58 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23.361 | -36,57 | 2.537 | -31,12 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 2.716 | 0,00 | 295 | 8,49 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 7.418 | 1,77 | 806 | 10,58 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 410 | 0,00 | 45 | 22,22 | ||||
2025-08-13 | 13F | Keystone Financial Group | 2.051 | -6,77 | 223 | 1,37 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 2.068 | 0,05 | 225 | 8,74 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5.575 | 0,00 | 605 | 8,62 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 2.972 | 0,00 | 323 | 8,42 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 1.778 | 193 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 20.121 | 0,00 | 2.185 | 8,60 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 24 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4.182 | -28,13 | 454 | -21,86 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 3.681 | -1,52 | 400 | 6,97 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15.162 | -5,04 | 1.646 | 3,13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 28.552 | -0,49 | 3.100 | 8,09 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101.258 | 0,13 | 10.996 | 8,75 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 3.235 | 0,00 | 351 | 8,67 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 251 | 0,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 17.960 | 131,62 | 1.950 | 151,61 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 12.225 | 37,31 | 1.328 | 49,10 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99.237 | -2,01 | 10.829 | 6,94 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 2.831 | 0,00 | 307 | 8,48 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 5.878 | -10,20 | 638 | -2,45 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.842 | 200 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1.658 | -4,88 | 180 | 3,45 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5.160 | 0,04 | 560 | 8,74 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3.383 | -0,24 | 367 | 8,26 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.186 | 0,00 | 129 | 8,47 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4.541 | 0,00 | 493 | 8,83 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 10.242 | 0,03 | 1.112 | 8,70 | ||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 3.264 | -7,01 | 0 | |||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 28 | 0,00 | 3 | 50,00 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 5.937 | 7,28 | 644 | 16,67 | ||||
2025-07-07 | 13F | Investors Research Corp | 75 | 0,00 | 8 | 14,29 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | G&S Capital LLC | 23.086 | -14,73 | 2.507 | -7,39 | ||||
2025-07-22 | 13F | Strid Group, LLC | 111.644 | -5,96 | 12.123 | 2,14 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36.546 | -0,17 | 4 | 0,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 2.674 | 1,10 | 290 | 9,85 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376.028 | -1,99 | 41 | 5,26 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 466 | 0,00 | 51 | 8,70 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 44 | 0,00 | 5 | 0,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 11.893 | 3,03 | 1.292 | 11,87 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 3.554 | 0,00 | 386 | 8,45 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 8.305 | -4,22 | 902 | 4,04 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 19.581 | -0,20 | 2.125 | 8,36 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 2.123 | 0,00 | 231 | 8,49 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3.000 | 0,00 | 326 | 8,70 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0,00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 45.817 | -1,67 | 4.975 | 6,81 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 3.830 | 0,00 | 416 | 8,64 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 133 | 0,00 | 14 | 7,69 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0,00 | 33 | 10,34 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 16.293 | -2,51 | 1.769 | 5,93 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 1.140 | 0,00 | 124 | 8,85 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 3.482 | -0,20 | 378 | 8,62 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 5.469 | -2,08 | 594 | 6,27 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Scotia Capital Inc. | 7.973 | -0,13 | 865 | 8,40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 477.156 | -10,64 | 51.814 | -2,94 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 528 | 0,00 | 57 | 7,69 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 3.051 | 0 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 631 | 0,16 | 68 | 7,94 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 2.798 | 0,00 | 306 | 14,61 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 116.039 | -8,99 | 12.601 | -1,49 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 114 | 0,00 | 12 | 9,09 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 6.574 | 0,00 | 714 | 8,52 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 94.102 | 18,93 | 10.219 | 29,16 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 200 | 0,00 | 22 | 10,53 | ||||
2025-08-14 | 13F | Fmr Llc | 7.838 | 2,06 | 851 | 10,95 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 11.288 | 10,45 | 1.226 | 19,98 | ||||
2025-07-24 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 3.130 | -3,10 | 350 | 8,05 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 22.508 | -1,87 | 2.444 | 6,59 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 927 | 0,00 | 101 | 8,70 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 392 | 0,00 | 43 | 7,69 | ||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 2.057 | 0,00 | 223 | 8,78 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.615 | 0,00 | 175 | 10,06 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 49 | 0,00 | 5 | 25,00 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 6.552 | 0,05 | 711 | 8,72 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16.763 | -1,29 | 1.820 | 7,25 | ||||
2025-08-14 | 13F | Colony Group, LLC | 13.197 | 1,46 | 1.433 | 10,23 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 2.000 | 217 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 324.446 | -8,37 | 35.232 | -0,47 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 943 | -6,63 | 102 | 2,00 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 0,00 | 19 | 5,88 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 16.262 | -1,38 | 1.766 | 7,10 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | TKG Advisors, LLC | 3.427 | -11,19 | 372 | -3,38 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1.910 | 207 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 594 | 0,00 | 65 | 8,47 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 300 | 0,00 | 33 | 10,34 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 4.596 | 0,00 | 499 | 8,71 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2.926 | 1,74 | 318 | 10,45 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 1.950 | 212 | ||||||
2025-07-16 | 13F | Register Financial Advisors LLC | 12 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 62.518 | -4,70 | 6.789 | 3,49 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 2.419 | 0,00 | 263 | 8,71 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 73.556 | 4,01 | 7.987 | 12,97 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 24.933 | 2.707 | ||||||
2025-07-09 | 13F | Sapient Capital Llc | 3.454 | 0,00 | 375 | 8,70 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 28.877 | 12,31 | 3.136 | 13,30 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 2.006 | 0,00 | 218 | 8,50 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.790 | 8,37 | 520 | 17,91 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 245 | 27 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 45 | 0,00 | 5 | 0,00 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 855 | 0,00 | 93 | 8,24 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 39.463 | 1,00 | 4 | 33,33 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 251 | 0,00 | 27 | 8,00 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 295 | 0,00 | 32 | 10,34 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 506.116 | -25,81 | 54.959 | -19,42 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 30.012 | -3,07 | 3.259 | 5,30 |