Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF includono Wealth Advisory Team LLC, Ruggaard & Associates LLC, Summit Wealth Group Llc / Co, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Atlantic Union Bankshares Corp, Summa Corp., Precision Wealth Strategies, LLC, Quadrature Capital Ltd, TT Capital Management LLC, Fidelis Capital Partners, LLC, Benchmark Financial Wealth Advisors, LLC, Martin Worley Group, Auxano Advisors, LLC, Glenmede Investment Management, LP, Glenview Trust Co, Panoramic Investment Advisors, Llc, PFG Investments, LLC, Hoese & Co LLP, Highline Wealth Partners Llc, e Clean Yield Group .
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 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 102.924 | 4.633 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 22.997 | 1.006 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68.967 | 1,16 | 3.017 | 2,24 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1.475.620 | 0,04 | 64.558 | 1,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 452.758 | 2,75 | 19.808 | 3,82 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 34.674 | 1,90 | 1.517 | 2,92 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 363.821 | 13,21 | 15.917 | 15,53 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 58.252 | 82,77 | 2.522 | 91,21 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1.240 | 54 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.050.767 | 10,11 | 90.398 | 12,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.393.120 | 2,51 | 192.199 | 3,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 31.143 | 118,55 | 1.363 | 120,75 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 347.238 | 6,61 | 15.192 | 7,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4.818 | 211 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5.855.514 | 4,22 | 256.179 | 5,30 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 19.831 | 0,22 | 868 | 1,29 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 154.867 | 6.775 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15.186 | 2,55 | 664 | 3,59 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 118.472 | 2,46 | 5.183 | 11,63 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33.477 | 8,16 | 1.465 | 9,25 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 284.536 | 7,65 | 13 | 9,09 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24.856 | 11,17 | 1.087 | 12,29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 297.047 | 4,72 | 12.996 | 5,81 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 24.638 | 5,61 | 1.086 | 15,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.214.602 | 17,02 | 53.156 | 18,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43.730 | 1,97 | 1.913 | 3,07 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15.190 | 1,67 | 665 | 2,79 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7.376 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9.000 | 394 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4.950 | 217 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 46.321 | 15,23 | 2.027 | 16,44 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 6.379 | 18,59 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36.467 | 2,56 | 1.595 | 3,64 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54.190 | 2,05 | 2.371 | 3,09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7.197 | 5,85 | 315 | 6,80 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 497.738 | 4,44 | 21.776 | 5,52 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6.117 | 1,54 | 268 | 2,69 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 33.068 | 187,85 | 1.447 | 190,95 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 126.874 | 18,40 | 5.551 | 19,63 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 30.642 | 2,30 | 1.341 | 3,40 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 240.909 | 11,71 | 10.540 | 18,04 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 201.161 | 8.801 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 113.301 | 25,23 | 4.957 | 26,53 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 9.650 | 422 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 114.605 | 5,04 | 4.962 | 5,44 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 29.544 | 5,31 | 1.293 | 6,43 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 10.260 | 449 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 850.567 | 1,24 | 37.212 | 2,29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.187 | 2,83 | 533 | 3,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 32.263 | 18,92 | 1.411 | 20,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72.060 | 6,92 | 3.153 | 8,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 19 | 58,33 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 204.432 | 11,79 | 8.944 | 12,95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 221.229 | 3,77 | 9.679 | 4,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.983 | 15,98 | 131 | 17,12 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 70.527 | 2,50 | 3.086 | 3,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 376.241 | 4,62 | 16.461 | 5,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19.041 | 186,76 | 833 | 190,24 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 175.007 | 114,27 | 7.657 | 116,52 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 567.614 | 3,50 | 24.833 | 4,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 481.763 | 632,76 | 21.077 | 640,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 260 | 796,55 | 11 | 1.000,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 360.586 | 10,94 | 15.776 | 12,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24.450 | 564,40 | 1.070 | 603,29 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6.004 | 263 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 263.123 | 4.933,92 | 11.512 | 4.993,36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11.066 | 5,54 | 484 | 6,84 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.121 | 43,51 | 312 | 45,33 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 78.135 | 21,16 | 3.418 | 22,42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 277.499 | 27,58 | 12.210 | 28,75 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 6.137 | 1,61 | 268 | 2,68 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 26.933 | 29,00 | 1.179 | 30,31 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 46.084 | 18,38 | 2.016 | 19,64 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 13.230 | 558 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.026 | 0,70 | 89 | 1,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23.486 | 1.028 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 311.367 | 22,42 | 13.622 | 23,70 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 801.420 | 10,95 | 35.062 | 12,11 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10.516 | 466 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 703.585 | 1,55 | 30.782 | 2,60 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.961 | 4,33 | 217 | 5,85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18.025 | 789 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 628.486 | 99,16 | 27.496 | 101,23 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 193 | 8 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1.476.164 | 3,10 | 64.582 | 4,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 94.449 | 785,35 | 4.132 | 796,31 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 6.876 | 3,23 | 301 | 4,17 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 171.836 | 5,00 | 7.557 | 5,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85.559 | 0,36 | 3.743 | 1,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47.096 | 4,05 | 2.060 | 5,16 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 215.188 | 2,08 | 9.414 | 3,14 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 10.332 | 452 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 119.169 | 311,04 | 4.938 | 316,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 455.186 | 3.705,27 | 19.914 | 3.751,84 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 161.139 | 7,02 | 7.050 | 8,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 146.975 | 1,63 | 6.430 | 2,57 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 106.862 | 0,37 | 4.675 | 1,43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9.279 | 19,59 | 406 | 20,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176.123 | 1,40 | 7.705 | 2,46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 801.704 | 4,30 | 35.075 | 5,38 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 378.182 | 0,97 | 16.545 | 2,02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12.563 | 148,23 | 550 | 150,68 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14.081 | 1,35 | 616 | 2,50 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 585.983 | 1,88 | 25.637 | 2,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 106.317 | 68,32 | 4.651 | 70,12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 139.184 | 2.338,83 | 6.089 | 2.365,18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 217 | 158,33 | 10 | 200,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150.654 | 6,96 | 6.428 | 8,25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4.479.718 | 0,82 | 195.988 | 1,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 609.765 | 2,93 | 26.677 | 4,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 217.674 | 3,97 | 9.523 | 5,05 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 209.103 | 654,07 | 9.148 | 662,33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 84.170 | 0,94 | 3.682 | 1,99 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 311.367 | 5,21 | 13.622 | 6,31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26.584 | 1.163 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 52.037 | 4,11 | 2.277 | 5,18 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8.311 | 2,10 | 364 | 3,13 | ||||
| 2025-07-18 | 13F | Vicus Capital | 223.173 | 4,32 | 9.764 | 5,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.612 | 202 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26.367 | 1.154 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 27.203 | 39,22 | 1.190 | 40,66 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 97.709 | 0,60 | 4.398 | 10,70 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 73.573 | 6,75 | 3.219 | 7,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 931.983 | 5,17 | 40.774 | 6,26 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 52.496 | 12,87 | 2.297 | 14,06 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 150.240 | 4,00 | 6.762 | 5,61 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8.708 | 1,90 | 381 | 2,70 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12.447 | 28,17 | 545 | 35,32 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 86 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 456.058 | 23,61 | 20 | 26,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 72.109 | 1,98 | 3.155 | 3,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17.071 | 24,28 | 747 | 25,59 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 124.152 | 1,33 | 5.638 | 7,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439.792 | 9,76 | 19 | 11,76 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9.924 | 48,10 | 434 | 56,68 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 809 | 35 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 111.187 | 10,36 | 4.864 | 11,51 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 738 | 32 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 5.963 | 19,52 | 261 | 20,37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 182.313 | 14,65 | 7.976 | 15,85 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 7.222 | 1,48 | 316 | 2,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66.160 | 0,51 | 2.895 | 1,58 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 217.257 | 9.505 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17.219.195 | 7,41 | 753.812 | 8,65 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 389.443 | 4,91 | 17.038 | 6,00 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 99.505 | 0,08 | 4.353 | 1,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7.054 | 0,90 | 309 | 4,05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.055 | 309 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14.627 | 0,25 | 640 | 14,72 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 63.568 | 0,47 | 2.781 | 1,53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17.168 | 2,94 | 751 | 4,02 | ||||
| 2025-07-25 | 13F | Summa Corp. | 48.282 | 2.112 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.120.770 | 6,37 | 92.784 | 7,48 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 25.373 | 0,11 | 1.110 | 1,19 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 42.810 | 3,05 | 1.873 | 4,12 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85.225 | 4,07 | 3.729 | 5,16 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.584 | 113,52 | 463 | 116,36 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20.449 | 1,81 | 895 | 2,88 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4.594 | 12,57 | 200 | 13,07 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7.163 | 10,32 | 313 | 11,39 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 10.117 | 0,02 | 443 | 1,14 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7.167 | 3,18 | 314 | 4,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82.302 | 3.601 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 5.118 | 46.427,27 | 224 | 1.927,27 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 69.323 | 3,80 | 3.074 | 6,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.505 | 19,93 | 285 | 21,37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 102.983 | 4.506 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 33.120 | 1 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 15.861 | 2,20 | 694 | 3,28 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 28.210 | 1.234 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 20.139 | 13,38 | 881 | 14,56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8.315 | 216,28 | 364 | 221,24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10.742.238 | 0,78 | 469.973 | 1,83 | ||||
| 2025-08-08 | 13F | Creative Planning | 40.065 | 25,11 | 1.753 | 26,41 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4.582 | 200 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 34.756 | 2,29 | 1.521 | 3,33 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 6.083 | 3,24 | 266 | 4,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 304 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 44.005 | 121,70 | 1.925 | 137,07 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10.270 | 4,66 | 449 | 5,90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5.980 | 1,42 | 262 | 2,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.477 | 1.299,44 | 108 | 1.442,86 |
