Proprietà istituzionale e dei fondi - Venditori
Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 24.457 | -5,78 | 922 | -4,55 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 6.402 | -15,12 | 241 | -13,93 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Lcnb Corp | 31.978 | -53,70 | 1.206 | -53,11 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 36.137 | -2,95 | 1.363 | -1,73 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 72.310 | -0,86 | 2.727 | 0,41 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 137.393 | -2,27 | 5.223 | 3,16 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | -100,00 | 0 | ||||
2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 8.303 | -30,68 | 313 | -29,66 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 20.937 | -2,59 | 789 | -1,37 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4.621 | -1,81 | 174 | -0,57 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 47.885 | -15,34 | 2 | -50,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 118.142 | -0,25 | 4.463 | 1,25 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5.620 | -12,05 | 212 | -10,97 | ||||
2025-08-07 | 13F | 1st Source Bank | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 3.827 | -68,70 | 144 | -68,35 | ||||
2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11.438 | -0,63 | 431 | 0,70 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 52.884 | -5,87 | 1.994 | -4,64 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 12.384 | -19,14 | 467 | -18,25 | ||||
2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 12.857 | -78,13 | 485 | -77,87 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 7.182 | -1,29 | 271 | 0,00 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 70.234 | -12,52 | 3 | -99,93 | ||||
2025-08-14 | 13F/A | Barclays Plc | 695 | -82,42 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 6.279 | -7,21 | 237 | -5,98 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1.035 | -8,65 | 39 | -7,14 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 |