Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Core 80/20 Aggressive Allocation ETF includono Boyer & Corporon Wealth Management, LLC, Duncan Williams Asset Management, LLC, Kickstand Ventures, Llc., Congress Wealth Management LLC / DE /, ERNZ - TrueShares Active Yield ETF, Vista Wealth Management Group, LLC, Atomi Financial Group, Inc., tru Independence LLC, Valpey Financial Services, LLC, Fca Corp /tx, Vested Financial Planning, LLC, Twelve Points Wealth Management LLC, Chemistry Wealth Management LLC, Johnson Bixby & Associates, LLC, Arkansas Financial Group, Inc., Swmg, Llc, Running Point Capital Advisors, LLC, GPS Wealth Strategies Group, LLC, BRYN MAWR TRUST Co, e Glenmede Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 8.343 | 1,61 | 696 | 10,67 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 5.927 | 20,66 | 494 | 31,73 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 4.204 | 20,53 | 351 | 31,58 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16.429 | 4,63 | 1.370 | 14,07 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13.571 | 3,94 | 1.132 | 13,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19.722 | 0,05 | 1.645 | 9,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.748 | 6,47 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 476.798 | 58.402,82 | 40 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 6.170 | 7,19 | 515 | 16,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66.168 | 3,05 | 5.518 | 12,34 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 153 | 5,52 | 13 | 9,09 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 2.763 | 230 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27.967 | 0,21 | 2.332 | 9,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10.145 | 1,53 | 846 | 10,73 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 44.305 | 3,71 | 3.695 | 13,07 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 34.129 | 1,02 | 2.846 | 10,14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11.972 | 37,26 | 998 | 49,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10.000 | 3,52 | 834 | 13,01 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2.994 | 250 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7.254 | 19,33 | 605 | 29,89 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4.269 | 8,96 | 356 | 19,06 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5.701 | 475 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 2.374 | 0,25 | 198 | 8,84 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 12 | 1 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 13.047 | 241,28 | 1.088 | 272,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.738 | 14,61 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11.001 | 17,86 | 887 | 28,92 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6.620 | 28,72 | 559 | 45,95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9.323 | 5,70 | 778 | 15,28 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21.274 | 30,43 | 1.774 | 42,26 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1.180 | 0,34 | 98 | 10,11 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 853 | 2,52 | 71 | 12,70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3.908 | 0,96 | 326 | 9,80 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19.522 | 73,68 | 1.628 | 89,52 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3.966 | 18,28 | 331 | 28,91 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 5.154 | 17,78 | 430 | 28,44 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 11.411 | 6,64 | 952 | 16,26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3.397 | 283 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 3.129 | 1,96 | 261 | 11,11 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41.538 | 1,89 | 3.464 | 11,10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5.572 | 30,43 | 465 | 42,33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6.911 | 4,35 | 576 | 13,83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.580 | 45,09 | 800 | 58,22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4.454 | 4,75 | 371 | 14,15 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 41.206 | 4,07 | 3.437 | 13,47 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6.192 | 2,13 | 474 | -0,42 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 136.981 | 6,61 | 11.424 | 16,23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.306 | 0,30 | 276 | 9,13 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 2.250 | 188 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 9.297 | 775 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.147 | 443,60 | 96 | 493,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 131.901 | 15,72 | 11.000 | 26,16 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5.088 | 41,49 | 424 | 54,18 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9.689 | 0,31 | 808 | 9,49 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 1 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 25.682 | 4,60 | 2.142 | 14,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 172.088 | 7,51 | 14.352 | 17,21 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2.407 | 201 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12.688 | 81,83 | 1.058 | 98,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13.299 | 39,86 | 1.109 | 52,54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.079 | 1,05 | 424 | 10,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 233 | 23,28 | 19 | 35,71 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2.618 | 218 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 76.677 | 7,99 | 6.395 | 17,73 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 13.074 | 1,67 | 1.090 | 10,89 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6.166 | 56,50 | 1 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 9.297 | 775 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3.704 | 13,90 | 316 | 26,51 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 44.925 | 2,59 | 3.747 | 11,82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14.453 | 12,97 | 1.205 | 23,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 9,09 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33 | 3,12 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3.643 | 0,30 | 304 | 9,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11.337 | 946 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.148 | 49,10 | 596 | 62,84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8.802 | 2,52 | 734 | 11,89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 2.417 | 0,33 | 202 | 9,24 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 29.665 | 0,90 | 2.474 | 10,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3.103 | 259 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29.585 | 5,51 | 2.467 | 15,07 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 10.931 | 1,61 | 912 | 10,83 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 4.382 | 335 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24.510 | 221,40 | 2.044 | 249,40 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.410 | 3,22 | 868 | 12,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.018 | 85 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 225 | 0 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2.060 | 300,00 | 172 | 338,46 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.096 | 0,27 | 1.176 | 9,30 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 36.349 | 21,97 | 3.032 | 33,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2.391 | 201 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 83.109 | 5,90 | 6.931 | 15,46 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7.887 | 10,60 | 658 | 23,45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8.195 | 1,06 | 683 | 13,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49.615 | 9,63 | 4.138 | 19,50 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 24.330 | 1,35 | 2.029 | 10,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4.550 | 4,65 | 379 | 14,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27.467 | 14,08 | 2.291 | 24,32 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3.476 | 2,36 | 290 | 11,58 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 13.584 | 14,11 | 1.133 | 24,40 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 3.160 | 5,33 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.059 | 4,75 | 88 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3.256 | 7,28 | 272 | 16,81 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 406 | 34 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 612 | 84,89 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17.640 | 10,68 | 1.471 | 20,67 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 16.525 | 9,86 | 1.378 | 19,83 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 2.507 | 209 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5.150 | 0,18 | 430 | 9,16 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 146.993 | 34,33 | 12.259 | 46,45 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6.591 | 21,78 | 550 | 32,61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 113.741 | 30,45 | 9.486 | 42,22 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3.067 | 255 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15.853 | 5,95 | 1.325 | 18,52 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 106 | 0,95 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9.332 | 10,59 | 778 | 20,62 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2.925 | 244 | ||||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 6.100 | 0,64 | 509 | 9,72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28.318 | 253,14 | 2.362 | 285,15 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9.712 | 0,06 | 810 | 9,03 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6.362 | 5,00 | 531 | 14,47 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24.989 | 0,10 | 2.084 | 9,17 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 6.307 | 64,63 | 526 | 79,52 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2.385 | 4,24 | 199 | 13,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14.567 | 68,19 | 1.215 | 83,38 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 2.441 | 202 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.636 | 82,30 | 219 | 98,18 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7.220 | 4,17 | 602 | 13,58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5.762 | 0,47 | 481 | 9,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.833 | 28,14 | 486 | 39,66 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 22.499 | 1,74 | 1.876 | 10,94 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.408 | 0,35 | 701 | 9,36 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 9.885 | 3,30 | 824 | 12,57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 | 2 | ||||||
| 2025-08-08 | 13F | Creative Planning | 18.798 | 39,14 | 1.568 | 51,69 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 16.475 | 5,58 | 1.260 | 5,44 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 7.613 | 3,10 | 634 | 13,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 147.980 | 2,47 | 12.342 | 11,71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25.066 | 24,46 | 2.090 | 35,71 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 8.429 | 3,75 | 703 | 13,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.852 | 14,38 | 1.489 | 24,73 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 28.969 | 4,11 | 2.416 | 13,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58.517 | 38,55 | 4.880 | 51,08 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4.967 | 0,28 | 414 | 9,52 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3.356 | 6,57 | 284 | 17,92 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 4.937 | 4,35 | 411 | 13,22 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 2,17 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 7 | 1 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2.467 | 206 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 2.796 | 233 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.175 | 1,01 | 765 | 10,23 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.685 | 224 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 30.025 | 8,51 | 2.504 | 18,34 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6.384 | 11,53 | 532 | 21,74 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2.991 | 0,30 | 249 | 9,21 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2.472 | 206 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.015 | 1,31 | 251 | 10,57 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3.008 | 1,72 | 251 | 17,37 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3.315 | 276 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 7.151 | 16,98 | 596 | 27,62 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4.378 | 28,27 | 365 | 39,85 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16.405 | 1,77 | 1.368 | 10,95 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 15.862 | 189,40 | 1.323 | 215,51 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13.516 | 38,36 | 1.127 | 50,87 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 79 | 6 | ||||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 25.246 | 12,41 | 2.105 | 22,38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4.069 | 11,21 | 339 | 21,51 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 64.657 | 2,01 | 5.392 | 11,22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 35.091 | 3,50 | 2.968 | 14,91 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 752 | 0,67 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.887 | 2,16 | 241 | 11,11 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 111 | 0,91 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 2.398 | 200 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 71.266 | 2,90 | 5.944 | 12,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.385 | 269,92 | 2.034 | 303,37 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8.602 | 2,37 | 717 | 11,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47.011 | 17,33 | 3.921 | 27,90 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 19.631 | 1,93 | 1.637 | 11,13 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 3.959 | 20,08 | 330 | 30,95 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4.327 | 32,16 | 361 | 44,00 | ||||
| 2025-08-13 | 13F | ESG Planning | 5.105 | 49,66 | 426 | 63,46 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 24.582 | 2,59 | 2.050 | 11,84 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.321 | 80,71 | 110 | 100,00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3.443 | 263 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12.031 | 30,26 | 1.003 | 42,07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.180 | 0,60 | 265 | 9,96 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4.880 | 6,39 | 407 | 16,00 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2.479 | 207 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14.470 | 3,57 | 1.207 | 12,92 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 10.350 | 863 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 33.370 | 0,31 | 2.783 | 9,39 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.769 | 3,63 | 148 | 13,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34.158 | 0,15 | 2.849 | 9,16 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 302 | 43,13 | 25 | 56,25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 658 | 55 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5.358 | 0,15 | 447 | 9,05 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3.037 | 14,17 | 253 | 24,63 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3.483 | 4,72 | 291 | 14,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11.116 | 32,98 | 927 | 45,07 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 2.755 | 228 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 22.181 | 1,77 | 1.850 | 10,92 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 85.197 | 4,03 | 7.105 | 13,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111.665 | 18,49 | 9 | 28,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10.652 | 888 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.928 | 416 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530.852 | 1,10 | 44.273 | 10,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10.852 | 31,65 | 905 | 43,65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 49.136 | 76,03 | 4.098 | 91,90 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 10.184 | 21,14 | 849 | 32,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6.100 | 96,77 | 509 | 114,35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 287 | 0,35 | 24 | 9,52 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 59.661 | 12,60 | 4.976 | 22,75 |
