Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard World Fund - Vanguard ESG International Stock ETF includono Miracle Mile Advisors, LLC, Orser Capital Management, Llc, Fiduciary Wealth Partners, LLC, Savant Capital, LLC, Beacon Investment Advisory Services, Inc., Gemmer Asset Management LLC, Thrivent Financial For Lutherans, Glenmede Investment Management, LP, Tribridge Partners Financial LLC, Midwest Trust Co, First Pacific Financial, Myecfo, Llc, FC Advisory LLC, Charter Capital Management, LLC\DE, Csenge Advisory Group, Zevin Asset Management Llc, Armstrong Advisory Group, Inc, Strategic Wealth Partners, Ltd., Trust Co Of Vermont, e Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 44.986 | 3,42 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 41.322 | 4,29 | 2.707 | 15,84 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5.406 | 0,73 | 354 | 7,93 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 36.122 | 1,44 | 2.366 | 12,62 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 40.663 | 26,15 | 2.663 | 40,08 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 4.550 | 2,25 | 298 | 13,74 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8.827 | 0,98 | 578 | 12,23 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 3.481 | 228 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 28.519 | 1,36 | 1.868 | 12,54 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 161 | 11 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7.038 | 0,59 | 461 | 11,65 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 11.265 | 0,36 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.482 | 22,41 | 818 | 35,26 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 39.331 | 8,75 | 2.576 | 24,38 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2.659 | 0,04 | 174 | 11,54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 621 | 0,32 | 41 | 11,11 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 243.425 | 0,73 | 15.944 | 11,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 382 | 0,26 | 25 | 19,05 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 153.683 | 185,78 | 10 | 233,33 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 213 | 0,95 | 14 | 8,33 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3.713 | 243 | ||||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3.113 | 2,20 | 204 | 13,41 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 43.107 | 2,81 | 2.819 | 10,85 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7.719 | 506 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 101.409 | 10,69 | 6.620 | 21,94 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 260.500 | 20,31 | 17.063 | 33,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 365.833 | 7,24 | 23.962 | 19,10 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9.926 | 14,92 | 585 | 19,63 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.795 | 18,89 | 314 | 32,49 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17.174 | 1.125 | ||||||
| 2025-07-16 | 13F | Newton One Investments LLC | 269 | 1,13 | 18 | 13,33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 112.972 | 4,39 | 7.400 | 15,92 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 36.470 | 2.389 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 7.186 | 10,78 | 471 | 23,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13.632 | 120,33 | 893 | 145,05 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 86.334 | 0,12 | 5.655 | 11,19 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17.883 | 0,57 | 1.200 | 9,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17.630 | 52,35 | 1.155 | 69,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 144.380 | 8,18 | 9.457 | 20,14 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 20 | 5,26 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.628 | 78,89 | 434 | 99,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 118.257 | 1,32 | 7.746 | 12,52 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 428 | 0,94 | 28 | 12,00 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 26.110 | 1.710 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 8.937 | 585 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 739 | 46,63 | 48 | 65,52 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3.283 | 215 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17.860 | 2,18 | 1.170 | 13,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.973 | 73,20 | 784 | 92,63 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7.044 | 15,53 | 461 | 28,41 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 91.966 | 6.024 | ||||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 3.668 | 240 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 4.683 | 34,57 | 307 | 49,27 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6.317 | 414 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 17.585 | 0,01 | 1.152 | 10,99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 72.330 | 4.738 | ||||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 3.098 | 0 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1.635 | 1,36 | 107 | 12,63 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 9.236 | 6,95 | 605 | 18,66 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 13.643 | 42,63 | 894 | 58,33 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 21.551 | 8,63 | 1.412 | 20,60 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 151 | 10 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6.936 | 5,68 | 454 | 17,31 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 32.301 | 0,09 | 2.116 | 11,14 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 148.797 | 5,19 | 9.746 | 16,83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5.222 | 7,01 | 342 | 19,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 209 | 40,27 | 14 | 62,50 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 816.012 | 32,18 | 53.518 | 46,98 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2.074 | 1,82 | 136 | 12,50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22.636 | 101,69 | 1.483 | 124,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.877 | 2,79 | 123 | 14,02 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 14.473 | 12,56 | 948 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 118 | 8 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 31.308 | 4,21 | 2.051 | 15,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 73.695 | 9,66 | 4.827 | 21,80 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6.769 | 7,98 | 443 | 20,05 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 81.304 | 1,13 | 5.325 | 12,32 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 25 | 2.400,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 100.429 | 0,50 | 7 | 20,00 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 35.941 | 0,98 | 2.354 | 12,15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 900 | 78,93 | 59 | 100,00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 72.073 | 23,29 | 4.721 | 36,93 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 119.042 | 4,75 | 7.840 | 16,98 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6.188 | 0,08 | 405 | 11,26 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 127.552 | 0,38 | 8.355 | 11,48 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 3.280 | 215 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 41 | 2,50 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43.609 | 334,05 | 2.856 | 382,43 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 16.820 | 1.102 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3.624.957 | 2,22 | 237.435 | 13,52 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 308 | 0,33 | 20 | 11,11 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 6.305 | 59,38 | 413 | 76,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.423 | 0,26 | 224 | 11,44 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 9.070 | 15,23 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8.397 | 1 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 7.050 | 462 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3.800 | 4,54 | 224 | 11.100,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.040 | 68 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5.677 | 372 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3.234 | 206 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70.549 | 4.621 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3.710 | 0,22 | 243 | 11,47 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5.564 | 18,36 | 364 | 31,41 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7.928 | 519 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.224 | 14,86 | 408 | 27,19 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 234.285 | 1,39 | 15 | 15,38 | ||||
| 2025-07-21 | 13F | 25 Llc | 4.077 | 267 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14.153 | 191,57 | 927 | 224,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.506.060 | 273,55 | 98.647 | 314,85 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15.634 | 1,65 | 1.027 | 17,26 | ||||
| 2025-08-11 | 13F | Anb Bank | 10.467 | 1,61 | 686 | 12,85 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 10.987 | 7,80 | 730 | 21,30 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 11.545 | 5,25 | 756 | 21,74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 641 | 42 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4.292 | 2,41 | 281 | 13,77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 5.948 | 390 | ||||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 262.144 | 11,14 | 17.170 | 23,42 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2.956 | 0,96 | 194 | 12,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2.864 | 0,99 | 188 | 11,98 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 539 | 0,75 | 35 | 12,90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5.072 | 332 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 301.167 | 2,59 | 19.513 | 6,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 1.316.871 | 0,33 | 86.255 | 11,42 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1.661 | 51,83 | 109 | 68,75 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 302.740 | 32,54 | 19.829 | 47,20 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.497 | 954,23 | 98 | 1.125,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16.264 | 26,92 | 1.065 | 41,06 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 190.339 | 1,34 | 12.467 | 12,54 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 606 | 5,76 | 40 | 18,18 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 12.541 | 0,99 | 821 | 5,94 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 3.700 | 242 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 11.706 | 0,61 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 105 | 7 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.651 | 78,39 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.366 | 16,77 | 286 | 29,55 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 903 | 11,34 | 59 | 25,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 | 1 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 41.571 | 18,93 | 2.723 | 32,07 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1.719 | 1,06 | 113 | 12,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16.432 | 1.076 | ||||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 4.160 | 6,39 | 272 | 18,26 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 8.157 | 114,66 | 534 | 138,39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5.055 | 5,60 | 331 | 17,38 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18.214 | 33,49 | 1.193 | 48,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16.899 | 2,00 | 1.107 | 13,20 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2.026 | 0,35 | 133 | 10,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 555.459 | 4,93 | 36.383 | 16,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 161.553 | 0,42 | 10.582 | 11,52 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 22.742 | 25,49 | 1.511 | 41,39 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3.352 | 220 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 822 | 54 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10.950 | 9,50 | 1 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 54.022 | 38,29 | 3.538 | 53,63 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5.688 | 8,28 | 373 | 20,39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102.660 | 152,34 | 6.724 | 180,28 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 22.824 | 0,25 | 1.495 | 11,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10.107 | 1.210,89 | 662 | 1.371,11 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 150 | 10 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 20.182 | 3,89 | 1.322 | 15,37 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 15.029 | 13,00 | 984 | 30,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15.937 | 12,15 | 1.044 | 24,46 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3.804 | 3,29 | 249 | 14,75 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 456.580 | 6,56 | 29.906 | 18,34 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 23.692 | 4,45 | 1.552 | 16,01 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 70.807 | 34,83 | 4.638 | 49,73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 35.753 | 0,81 | 2.342 | 11,96 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 950 | 0,21 | 62 | 12,73 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 7.138 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4.535 | 10,96 | 297 | 23,24 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18.204 | 1,89 | 1.074 | 5,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 94.441 | 5,43 | 6.186 | 17,07 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 271.542 | 0,49 | 17.786 | 11,60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 150.935 | 25,38 | 9.886 | 39,24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 635 | 42 | ||||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 4.259 | 0,97 | 279 | 12,10 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 3.661 | 9,45 | 0 | |||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 6.006 | 6,49 | 393 | 18,37 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4.873 | 170,57 | 319 | 200,94 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5.513 | 0,07 | 361 | 10,74 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 9.200 | 603 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 11.604 | 0,98 | 760 | 12,26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.352 | 220 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75.283 | 3,79 | 4.931 | 15,26 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6.835 | 4,91 | 448 | 16,41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38.907 | 9,55 | 2.548 | 21,68 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 3.509 | 230 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 81.715 | 1,19 | 5.352 | 12,39 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 15.200 | 9,36 | 996 | 21,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112.664 | 0,14 | 7.379 | 11,21 |
