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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5.518 | -15,34 | 349 | -5,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 202.598 | -7,12 | 12.796 | 3,94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.996 | -79,01 | 317 | -76,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.188 | -1,49 | 75 | 10,29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4.944 | -13,88 | 312 | -3,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3.922 | -16,05 | 248 | -6,08 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 899.593 | -3,32 | 56.818 | 8,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6.233 | -59,76 | 394 | -55,03 | ||||
| 2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 13.503 | -9,85 | 853 | 0,83 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.149 | -4,34 | 704 | 7,15 | ||||
| 2025-08-26 | NP | FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A | 117.692 | -3,45 | 7.433 | 8,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 568.511 | -1,33 | 35.907 | 10,42 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42.154 | -22,79 | 2.662 | -13,60 | ||||
| 2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 127.224 | -3,84 | 8.035 | 7,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 470.802 | -13,86 | 29.736 | -3,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31.495 | -1,29 | 1.989 | 10,50 | ||||
| 2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 1.549.976 | -8,91 | 97.896 | 1,94 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 86.818 | -11,27 | 5.483 | -0,71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 67.713 | -8,94 | 4.277 | 1,91 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 52.084 | -0,98 | 3.290 | 10,82 | ||||
| 2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14.449 | -4,03 | 913 | 7,42 | ||||
| 2025-08-26 | NP | FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A | 68.937 | -2,37 | 4.354 | 9,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 240 | -2,04 | 15 | 15,38 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 370.460 | -4,66 | 23 | 9,52 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 35.049 | -1,67 | 2.214 | 10,04 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | -75,00 | 2 | -71,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 145.733 | -2,93 | 9.204 | 8,63 | ||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 70.386 | -7,82 | 4.446 | 3,16 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8.591.482 | -10,12 | 542.638 | 0,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27.727 | -2,52 | 1.751 | 9,10 | ||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 58.020 | -5,03 | 3.665 | 6,26 | ||||
| 2025-08-26 | NP | FMTZX - Franklin Moderate Allocation Fund Advisor Class | 1.378.267 | -11,28 | 87.051 | -0,71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24.310 | -90,54 | 1.535 | -89,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 65.192 | -2,65 | 4.118 | 8,94 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 23.554 | -54,25 | 1.488 | -48,81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 57.285 | -53,71 | 3.618 | -48,40 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 82.305 | -0,83 | 5.198 | 10,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.651 | -58,63 | 989 | -53,72 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4.621 | -7,93 | 292 | 2,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182.427 | -0,95 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.944 | -6,60 | 375 | 4,46 |
