Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Core 1-5 Year USD Bond ETF includono BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES, Estate Counselors, LLC, Park Place Capital Corp, TFC Financial Management, Change Path, LLC, Holistic Planning, LLC, Paul Damon & Associates, Inc., SigFig Wealth Management, LLC, BCS Private Wealth Management, Inc., Silverlake Wealth Management Llc, XTX Topco Ltd, Summa Corp., Newbridge Financial Services Group, Inc., Twin Peaks Wealth Advisors, LLC, Manchester Capital Management LLC, e Private Wealth Asset Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11.232 | 285,32 | 546 | 290,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 698 | 1,16 | 34 | 0,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14.706 | 7,14 | 715 | 7,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 108.237 | 2,14 | 5.266 | 2,77 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 78.492 | 1,79 | 3.819 | 2,41 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7.047 | 343 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7.732 | 16,01 | 376 | 16,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34.094 | 18,43 | 1.659 | 19,19 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 142.614 | 3,34 | 6.940 | 4,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 540 | 14,41 | 26 | 18,18 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 185.273 | 6,04 | 9.014 | 6,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3.324 | 0,06 | 162 | 0,63 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22.273 | 3,26 | 1.084 | 3,93 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 6.442 | 24,53 | 313 | 19,92 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16.929 | 1,93 | 820 | 2,25 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 382.554 | 3,77 | 18.611 | 4,42 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.604 | 224 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4.422 | 0,94 | 215 | 1,90 | ||||
| 2025-08-14 | 13F | Betterment LLC | 39.922 | 6,82 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 375.644 | 3,50 | 18.275 | 4,15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 | 1 | ||||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 6.794 | 19,84 | 331 | 20,44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7.012.213 | 27,31 | 341.144 | 28,10 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2.977 | 1,88 | 145 | 2,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13.546 | 145,84 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.218 | 38,03 | 740 | 38,84 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 88.644 | 1,88 | 4.313 | 2,50 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9.881 | 1,73 | 481 | 2,35 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6.454 | 314 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 50.840 | 1,89 | 2.473 | 2,53 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6.088 | 455,98 | 296 | 469,23 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 130.600 | 3,90 | 6.354 | 4,54 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 4.675 | 0,69 | 227 | 1,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 983.656 | 18,57 | 47.796 | 19,24 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152.644 | 1.850,97 | 7.426 | 1.864,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 99.229 | 0,03 | 4.811 | 0,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266.685 | 61,51 | 12.974 | 62,52 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39.910 | 2,65 | 1.942 | 3,30 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3.431 | 0,15 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 250.491 | 19,48 | 12.186 | 20,22 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 363.157 | 1,87 | 17.642 | 3,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110.649 | 218,30 | 5.383 | 220,42 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 51.602 | 2,62 | 2.510 | 3,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13.902 | 2,60 | 676 | 3,21 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11.063 | 538 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6.540 | 318 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33.541 | 1,94 | 1.632 | 2,58 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.228 | 1,63 | 206 | 1,99 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 332.078 | 6,46 | 16.156 | 7,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 168.694 | 21,35 | 8 | 33,33 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 11.066 | 3,97 | 538 | 4,67 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 409.777 | 19,96 | 19.936 | 20,70 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20.082 | 0,19 | 977 | 0,72 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 956 | 2,14 | 47 | 2,22 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 273.767 | 1,39 | 13.319 | 2,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 513.291 | 59,97 | 24.979 | 61,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10.478 | 510 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.024.472 | 52,47 | 49.841 | 53,42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 | 100,00 | 1 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4.590 | 4,53 | 223 | 5,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17.629 | 62,73 | 858 | 63,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11.043 | 537 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 55.239 | 0,54 | 2.687 | 1,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37.471 | 13,88 | 1.823 | 14,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5.200 | 253 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195.809 | 96,01 | 9.526 | 97,23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26.708 | 68,47 | 1.299 | 69,58 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32.424 | 0,07 | 1.577 | 0,70 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 104.630 | 5.090 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17.540 | 2,54 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.359 | 405,48 | 309 | 415,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 111 | 0,91 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 158.312 | 1,24 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 97.808 | 0,93 | 4.758 | 1,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3.901 | 18,97 | 190 | 19,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 27.245 | 0,68 | 1.321 | 0,99 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14.461 | 5,86 | 704 | 6,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.583 | 35,41 | 174 | 37,01 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 221.121 | 0,88 | 10.758 | 1,51 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 565.858 | 1,94 | 27.529 | 2,57 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4.470 | 217 | ||||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 545.274 | 7,88 | 26.473 | 8,69 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 187.435 | 1,08 | 9.119 | 1,71 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 89.050 | 0,66 | 4.306 | 1,89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.256 | 0,57 | 207 | 1,47 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 130.588 | 1,56 | 6.353 | 2,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 1.156.571 | 2,00 | 56.267 | 2,63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23.805 | 14,00 | 1.158 | 14,77 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16.945 | 0,38 | 824 | 0,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 127.451 | 2.439,88 | 6.201 | 2.461,98 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 182.860 | 1,28 | 8.896 | 1,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18.373 | 16,54 | 894 | 17,19 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 2.148.499 | 104.374 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 83.935 | 7,12 | 4.060 | 7,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 626.164 | 12,14 | 30.463 | 12,83 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 41.623 | 3,16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 21.183 | 0,18 | 1.031 | 0,78 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4.452 | 217 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 149.720 | 5,15 | 7.284 | 5,80 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 249.026 | 23,52 | 12.115 | 24,28 | ||||
| 2025-07-17 | 13F | City Holding Co | 47.928 | 5,37 | 2.332 | 6,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22.457 | 1,64 | 1.089 | 1,97 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 210.089 | 1,95 | 10.221 | 2,58 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 72.102 | 16,70 | 3.508 | 17,41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6.325 | 7,29 | 308 | 7,72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 502.761 | 2,40 | 24.459 | 3,04 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 37.200 | 0,16 | 1.810 | 0,78 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35.361 | 4,18 | 1.720 | 4,81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 114.721 | 8,45 | 5.581 | 9,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5.130 | 6,88 | 250 | 7,33 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13.656 | 14,71 | 664 | 15,30 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 44.739 | 11,16 | 2.168 | 11,59 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 307 | 0,99 | 15 | 0,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 762 | 37 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5.368 | 261 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.783 | 9,71 | 622 | 10,30 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 32.778 | 1,46 | 1.595 | 2,11 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 148.933 | 6,02 | 7.246 | 6,69 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4.900 | 15,32 | 238 | 16,10 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5.652 | 0,75 | 275 | 1,11 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7.372 | 0,64 | 359 | 1,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 390.604 | 62,31 | 18.886 | 63,18 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 18.966 | 9,76 | 923 | 10,42 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 53.961 | 1,02 | 2.625 | 1,67 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6.709 | 0,74 | 326 | 1,56 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4.930 | 240 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 18.701 | 13,09 | 909 | 15,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 729.001 | 11,30 | 35.466 | 11,99 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13.685 | 1,65 | 666 | 2,31 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 134.602 | 2,74 | 6.548 | 3,38 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 5.128.625 | 1,64 | 249.508 | 2,27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 169 | 0,60 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 114.070 | 20,04 | 5.550 | 22,25 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 271.837 | 1,13 | 13.225 | 1,75 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 169.162 | 3,93 | 8.230 | 4,46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63.852 | 16,79 | 3.106 | 17,52 | ||||
| 2025-08-19 | 13F | Cim, Llc | 563.058 | 2,31 | 27.393 | 2,94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14.099 | 4,29 | 685 | 4,90 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 2.245 | 4,86 | 109 | 5,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15.586 | 0,76 | 758 | 1,47 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 11.914 | 0,24 | 1 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.494 | 1,36 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 11 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16.689 | 0,08 | 812 | 0,62 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 19.350 | 941 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 27.010 | 10,47 | 1.314 | 11,17 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 504 | 1,00 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6.851 | 1,03 | 333 | 1,83 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 31.184 | 4,17 | 1.517 | 4,84 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 438 | 0,46 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3.955 | 192 | ||||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 1.564 | 0,00 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 31.534 | 10,96 | 1.534 | 11,73 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 58.026 | 4,56 | 2.823 | 5,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 930.891 | 24,22 | 45.288 | 25,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 5.570 | 1,31 | 271 | 1,89 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1.110.526 | 1,59 | 53.861 | 2,27 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5.000 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 26.251 | 324,57 | 1.277 | 328,52 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 27.643 | 2,45 | 1.345 | 3,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186.747 | 10,86 | 9.087 | 11,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 268.229 | 13,27 | 13.049 | 13,98 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5.210 | 4,68 | 253 | 5,42 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 289.020 | 2,94 | 14.061 | 3,62 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 485.522 | 2,28 | 23.621 | 2,91 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.748 | 1.394,02 | 85 | 1.600,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8.619 | 25,35 | 419 | 26,20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 764.741 | 9,11 | 37.205 | 9,79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 597 | 2,93 | 29 | 3,57 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 39.970 | 1.936 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 107.946 | 14,98 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4.200 | 204 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 43.684 | 197,23 | 2.125 | 199,30 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21.968 | 3,01 | 1.069 | 3,59 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10.498 | 84,56 | 511 | 85,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 68.331 | 0,29 | 3.324 | 0,91 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 16.485 | 1,85 | 802 | 2,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 263 | 64,38 | 13 | 71,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2.656 | 3.024,71 | 129 | 3.125,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 18.152 | 52,85 | 883 | 53,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 99.069 | 53,09 | 4.820 | 54,06 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10.046 | 12,74 | 487 | 13,26 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 42.598 | 3,09 | 2.072 | 3,76 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 148 | 886,67 | 7 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 43.627 | 1,06 | 2.122 | 1,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 519 | 0,19 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57.776 | 13,36 | 2.811 | 14,04 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24.798 | 102,22 | 1.206 | 103,72 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5.037 | 245 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 3.812 | 185 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 12.550 | 0,89 | 1 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22.461 | 3,59 | 1.093 | 4,20 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1.932 | 0,52 | 94 | 2,17 |
