SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF - Proprietà istituzionale - Venditori

SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
US ˙ ARCA ˙ US78464A8053

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.

Esegui l'upgradeper sbloccare i dati premium.

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-07-28 13F RFG Advisory, LLC 470.079 -68,32 35.204 -65,11
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 14.919 -11,44 1.117 -2,45
2025-08-13 13F Legacy Capital Wealth Partners, LLC 11.536 -41,01 864 -35,11
2025-07-09 13F Seaside Wealth Management, Inc. 23.021 -0,86 1.724 9,18
2025-07-30 13F Fingerlakes Wealth Management, Inc. 30.612 -1,40 2.293 8,57
2025-07-18 13F Broadway Wealth Solutions, Inc. 4.501 -3,58 337 6,31
2025-08-19 13F Asset Dedication, LLC 18.970 -1,27 1.421 8,73
2025-07-28 13F Tlwm 13.488 -0,62 1.010 9,43
2025-08-14 13F Mpwm Advisory Solutions, Llc 195.523 -2,10 14.643 7,80
2025-08-14 13F Vista Investment Management 6.593 -26,83 494 -19,44
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-07-07 13F RDA Financial Network 6.116 -0,16 458 10,10
2025-05-12 13F CFS Investment Advisory Services, LLC 0 -100,00 0
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 0 -100,00 0
2025-07-23 13F Foresight Capital Management Advisors, Inc. 4.897 -16,32 367 -7,81
2025-07-22 13F Iron Horse Wealth Management, LLC 748 -1,58 56 9,80
2025-08-04 13F Flagship Harbor Advisors, Llc 76.068 -1,06 5.697 8,95
2025-04-24 13F Decker Retirement Planning Inc. 0 -100,00 0
2025-07-24 13F Comprehensive Money Management Services LLC 16.436 -0,87 1.231 9,14
2025-08-14 13F Treasure Coast Financial Planning 454.103 -4,53 34.008 5,13
2025-08-07 13F Apeiron RIA LLC 55.564 -1,05 4.161 8,96
2025-07-07 13F Peterson Wealth Advisors, LLC 57.599 -5,33 4.314 15,48
2025-08-08 13F Austin Wealth Management, LLC 60.738 -8,02 4.647 5,93
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 0 -100,00 0
2025-07-17 13F Raleigh Capital Management Inc. 5.817 -12,61 436 -3,76
2025-07-24 13F JNBA Financial Advisors 2.489 -2,89 186 6,90
2025-08-13 13F Raab & Moskowitz Asset Management LLC 30.618 -2,26 2.293 7,61
2025-05-15 13F Moneta Group Investment Advisors Llc 0 -100,00 0
2025-07-31 13F LJI Wealth Management, LLC 20.188 -23,64 1.512 -15,96
2025-08-07 13F Compass Financial Group, Inc. 43.920 -1,67 3.289 8,30
2025-08-15 13F WFA of San Diego, LLC 3.234 -56,46 242 -53,46
2025-07-18 13F SigFig Wealth Management, LLC 325.115 -4,81 24.231 10,94
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 6.141 -31,77 460 -25,00
2025-08-05 13F GPS Wealth Strategies Group, LLC 4.803 -1,05 360 8,79
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-04-30 13F Hunter Associates Investment Management Llc 0 -100,00 0
2025-08-01 13F Zhang Financial LLC 254.896 -4,37 19.089 5,31
2025-07-29 13F Stratos Wealth Advisors, LLC 7.945 -17,43 595 -9,02
2025-07-15 13F World Equity Group, Inc. 4.097 -25,24 307 -17,74
2025-07-21 13F Ameritas Advisory Services, LLC 5.015 -29,64 376 -24,70
2025-08-04 13F Atria Investments Llc 98.980 -8,71 7.413 0,52
2025-08-06 13F Modera Wealth Management, LLC 29.625 -0,97 2.219 9,05
2025-07-25 13F Sequoia Financial Advisors, LLC 41.928 -7,00 3.140 2,41
2025-07-17 13F HB Wealth Management, LLC 0 -100,00 0
2025-08-15 13F Manhattan West Asset Management, LLC 9.233 -5,01 691 4,54
2025-07-09 13F Breakwater Investment Management 94.513 -4,84 7.078 4,78
2025-07-09 13F Praetorian Wealth Management, Inc. 54.450 -0,21 4.078 9,86
2025-07-08 13F Richard P Slaughter Associates Inc 4.167 -29,43 312 -22,19
2025-07-25 13F Atria Wealth Solutions, Inc. 23.194 -4,76 1.737 4,83
2025-07-09 13F Beacon Financial Group 136.146 -0,12 10.196 9,99
2025-07-18 13F Truist Financial Corp 102.689 -1,11 7.690 8,89
2025-08-12 13F Ameritas Investment Partners, Inc. 10.355 -2,03 775 7,94
2025-08-13 13F Nicolet Advisory Services, Llc 21.237 -3,16 1.600 14,54
2025-08-13 13F Baird Financial Group, Inc. 0 -100,00 0 -100,00
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100,00 0
2025-07-16 13F Twelve Points Wealth Management LLC 7.925 -1,25 594 8,81
2025-07-17 13F Greenleaf Trust 50.465 -12,93 3.779 -4,11
2025-05-15 13F/A Orion Portfolio Solutions, LLC 42.774 -3,81 2.909 -8,41
2025-08-07 13F Howard Bailey Securities, Llc 6.174 -12,50 462 -3,55
2025-07-21 13F AIFG Consultants Ltd. 9.750 -79,82 730 -77,78
2025-07-24 13F IFP Advisors, Inc 4.417 -1,56 331 8,20
2025-08-04 13F Balentine LLC 150.742 -2,53 11.289 7,33
2025-08-05 13F Claro Advisors LLC 32.470 -1,67 2.432 8,29
2025-08-01 13F Equita Financial Network, Inc. 30.296 -27,81 2.269 -20,53
2025-08-14 13F Harwood Advisory Group, LLC 30 -26,83 2 0,00
2025-07-31 13F Moloney Securities Asset Management, LLC 211.960 -0,21 15.874 9,88
2025-08-11 13F TRUE Private Wealth Advisors 3.252 -7,35 244 2,10
2025-08-14 13F TCG Advisory Services, LLC 4.845 -1,16 363 8,71
2025-08-12 13F Journey Strategic Wealth Llc 5.052 -40,90 378 -34,94
2025-07-15 13F Burns Matteson Capital Management, LLC 9.046 -11,45 677 -2,45
2025-08-14 13F Peapack Gladstone Financial Corp 3.290 -1,50 0
2025-08-13 13F Strategic Financial Planning, Inc. 33.433 -0,05 2.504 10,07
2025-07-14 13F Park Avenue Securities Llc 431.593 -3,53 32 6,67
2025-05-13 13F BKD Wealth Advisors, LLC 0 -100,00 0
2025-08-06 13F SNS Financial Group, LLC 6.480 -3,67 485 6,13
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-08-12 13F Solano Wealth Investment Advisors LLC 43.499 -76,31 3.258 -73,92
2025-08-05 13F BEAM Asset Management, LLC 65.165 -0,68 4.880 9,37
2025-08-06 13F Wedbush Securities Inc 11.804 -1,08 1
2025-07-28 13F Harbour Investments, Inc. 56.239 -2,51 4.212 7,34
2025-08-08 13F Advyzon Investment Management, LLC 14.360 -3,32 1.075 6,44
2025-08-13 13F Keystone Financial Group 5.780 -2,48 433 7,20
2025-07-15 13F Garrett Investment Advisors LLC 59.797 -0,86 4.478 9,19
2025-07-29 13F Angeles Wealth Management, Llc 0 -100,00 0
2025-07-23 13F Ignite Planners, LLC 0 -100,00 0
2025-07-09 13F VisionPoint Advisory Group, LLC 237.450 -20,11 17.783 -12,03
2025-08-13 13F Victory Financial Group, Llc 2.953 -21,15 221 -12,99
2025-07-16 13F Perigon Wealth Management, LLC 23.238 -1,60 1.740 8,34
2025-05-12 13F Cahill Wealth Management, LLC 26.335 -0,87 1.791 -5,59
2025-07-22 13F Belpointe Asset Management LLC 9.674 -19,84 725 -11,71
2025-08-08 13F Financial Gravity Companies, Inc. 30.240 -3,60 2.265 1,07
2025-07-17 13F One Wealth Advisors, LLC 3.596 -1,72 269 8,47
2025-08-11 13F Slagle Financial, LLC 16.205 -75,21 1.214 -72,72
2025-08-13 13F Virtue Capital Management, LLC 21.484 -16,34 1.609 -7,85
2025-07-18 13F Astor Investment Management LLC 284.750 -9,62 21.325 -0,49
2025-08-12 13F Franklin Resources Inc 12.454 -0,01 933 10,04
2025-07-31 13F Trademark Financial Management, LLC 3.623 -2,87 271 7,11
2025-08-14 13F Ameriprise Financial Inc 1.374.427 -3,56 102.837 6,19
2025-07-23 13F Roundview Capital LLC 76.156 -3,82 5.703 5,92
2025-07-18 13F Pure Financial Advisors, Inc. 223.257 -3,37 16.720 6,40
2025-08-05 13F Oakwell Private Wealth Management, LLC 24.974 -0,46 1.870 9,61
2025-07-25 13F Concurrent Investment Advisors, LLC 4.405 -1,32 330 8,58
2025-08-06 13F Legacy Investment Solutions, LLC 54 -78,74 4 -77,78
2025-08-11 13F Morling Financial Advisors, LLC 20.534 -0,39 1.538 9,71
2025-04-25 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-07 13F Winch Advisory Services, LLC 581.248 -0,51 43.530 9,55
2025-07-21 13F Investment Planning Advisors, Inc. 41.241 -76,61 3.089 -74,25
2025-08-13 13F Cary Street Partners Financial Llc 82.359 -1,95 6.168 7,97
2025-08-19 13F Advisory Services Network, LLC 58.769 -1,34 4.496 10,98
2025-07-21 13F Matauro, Llc 26.203 -12,49 1.962 -3,63
2025-08-04 13F Spire Wealth Management 567 -19,80 42 -12,50
2025-08-11 13F Root Financial Partners, LLC 16.137 -3,70 1.208 6,06
2025-07-11 13F Rockwood Wealth Management, LLC 6.979 -3,42 523 6,31
2025-08-14 13F Stifel Financial Corp 17.287 -2,27 1.295 7,65
2025-08-14 13F Two Sigma Investments, Lp 139.300 -14,01 10.432 -5,31
2025-07-17 13F KWB Wealth 53.211 -13,59 3.619 -17,74
2025-05-12 13F Simplex Trading, Llc 0 -100,00 0
2025-08-20 13F/A Coppell Advisory Solutions LLC 9.970 -8,11 743 1,78
2025-08-11 13F TD Waterhouse Canada Inc. 22 -8,33 2 0,00
2025-08-14 13F Legacy Advisory Services, LLC 29.332 -9,79 2.197 -0,68
2025-07-08 13F Parallel Advisors, LLC 249.215 -3,97 18.664 5,74
2025-08-11 13F PAX Financial Group, LLC 88.357 -12,52 6.617 -3,67
2025-07-22 13F Wealthcare Capital Partners, LLC 20.521 -4,94 1.537 4,63
2025-08-01 13F Penobscot Wealth Management 13.956 -2,58 1.045 7,29
2025-07-30 13F Brookstone Capital Management 8.341 -25,05 625 -17,46
2025-07-09 13F Triumph Capital Management 4.812 -5,24 360 4,35
2025-05-14 13F Congress Wealth Management LLC / DE / 0 -100,00 0
2025-07-25 13F Priebe Wealth Holdings LLC 17.655 -6,59 1.322 2,88
2025-07-14 13F Sentinel Pension Advisors Inc 163.400 -5,02 12.237 4,60
2025-07-14 13F Acropolis Investment Management, LLC 0 -100,00 0
2025-08-08 13F Larson Financial Group LLC 105.733 -10,33 7.918 -1,25
2025-07-21 13F Portfolio Strategies, Inc. 319.552 -14,83 23.911 -6,30
2025-08-13 13F Rinkey Investments 378.037 -1,46 28.311 8,50
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 2.879.644 -4,69 215.657 4,95
2025-07-30 13F BCK Partners, Inc. 5.039 -7,20 377 2,17
2025-08-07 13F 1620 Investment Advisors, Inc. 55 -35,29 4 -20,00
2025-07-02 13F Boston Standard Wealth Management, LLC 341.551 -5,38 25.579 6,80
2025-08-14 13F Warren Averett Asset Management, LLC 349.454 -0,51 26.171 9,55
2025-07-22 13F Alta Wealth Advisors LLC 20.067 -0,26 1.503 9,80
2025-07-15 13F Sightline Wealth Advisors, LLC 5.590 -0,99 419 8,85
2025-07-25 13F Johnson Investment Counsel Inc 0 -100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4.736 -11,26 355 -2,75
2025-08-14 13F Modern Wealth Management, LLC 1.598.745 -5,65 119.730 3,89
2025-08-12 13F Financial Advocates Investment Management 0 -100,00 0
2025-07-24 13F Blair William & Co/il 1.913 -9,59 143 0,00
2025-07-02 13F Central Pacific Bank - Trust Division 0 -100,00 0
2025-07-02 13F Helen Stephens Group, LLC 3.503 -0,37 262 9,62
2025-08-18 13F Front Row Advisors LLC 0 -100,00 0
2025-08-11 13F Goodman Financial Corp 5.336 -4,12 400 5,56
2025-08-05 13F Telos Capital Management, Inc. 19.064 -0,84 1.428 9,18
2025-07-16 13F RWM Asset Management, LLC 7.833 -1,38 587 8,52
2025-08-15 13F Morgan Stanley 1.321.692 -10,47 98.982 -1,41
2025-07-15 13F Financial Management Professionals, Inc. 0 -100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 17.137 -1,66 1.283 8,27
2025-07-15 13F Focused Wealth Management, Inc 3.931 -2,36 294 7,69
2025-08-05 13F Sunburst Financial Group, LLC 20.894 -0,22 1.565 9,83
2025-07-15 13F Brewster Financial Planning LLC 3.821 -2,77 286 7,12
2025-07-23 13F Broderick Brian C 24.900 -0,40 1.865 9,65
2025-07-24 13F Jfs Wealth Advisors, Llc 23.854 -0,39 1.786 9,71
2025-07-22 13F Merit Financial Group, LLC 26.426 -1,56 1.979 8,44
2025-04-29 13F Callan Capital, LLC 281.017 -3,51 19.112 -8,13
2025-08-08 13F Westwood Holdings Group Inc 0 -100,00 0
2025-08-13 13F GeoWealth Management, LLC 21.496 -7,26 1.610 2,09
2025-07-22 13F Compass Financial Group, INC/SD 254.592 -1,73 19.066 8,21
2025-08-11 13F Outlook Wealth Advisors, LLC 5.043 -3,09 378 6,80
2025-07-21 13F Keystone Financial Group, Inc. 14.549 -12,35 1.107 -1,86
2025-08-11 13F United Capital Financial Advisers, Llc 120.213 -12,65 9.003 -3,82
2025-07-02 13F Waller Financial Planning Group, Inc 15.693 -7,00 1.175 2,44
2025-08-08 13F Fusion Capital, LLC 6.111 -0,75 458 9,33
2025-08-06 13F Commonwealth Equity Services, Llc 195.186 -1,94 15 7,69
2025-07-11 13F Ridgeline Wealth, LLC 5.537 -46,86 415 -41,53
2025-07-14 13F Legacy Capital Group California, Inc. 72.716 -5,74 5.446 3,79
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-14 13F IHT Wealth Management, LLC 57.278 -9,64 4.290 -0,51
2025-08-12 13F Gladstone Institutional Advisory LLC 6.363 -7,90 477 1,49
2025-05-16 13F Capital & Planning, Llc 0 -100,00 0
2025-07-01 13F Legacy Wealth Management, LLC / MS 3.969 -46,45 297 -41,07
2025-08-13 13F Northwestern Mutual Wealth Management Co 44.296 -1,48 3.317 8,51
2025-08-11 13F Intrepid Financial Planning Group LLC 5.844 -2,50 438 7,37
2025-08-14 13F Principia Wealth Advisory, LLC 163.049 -10,42 12.210 1,61
2025-05-13 13F Brooklyn FI, LLC 0 -100,00 0 -100,00
2025-08-04 13F L.m. Kohn & Company 0 -100,00 0
2025-07-30 13F Syntegra Private Wealth Group, LLC 1.547.892 -2,53 115.922 7,32
2025-08-14 13F Susquehanna International Group, Llp 30.745 -59,52 2.302 -55,43
2025-07-15 13F Colonial River Wealth Management, LLC 7.790 -11,19 592 -0,84
2025-08-13 13F Wrenne Financial Planning LLC 24.820 -1,72 1.859 8,21
2025-08-06 13F Capasso Planning Partners LLC 176.268 -31,53 13.201 -24,61
2025-07-23 13F Values Added Financial LLC 69.993 -0,76 5.242 9,28
2025-08-01 13F Envestnet Asset Management Inc 1.916.040 -19,65 143.492 -11,53
2025-07-25 13F Iron Financial, LLC 131.545 -0,99 9.851 9,02
2025-08-07 13F AllGen Financial Advisors, Inc. 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp Put 0 -100,00 0
2025-08-05 13F Bank of New York Mellon Corp 9.397 -10,38 704 -1,40
2025-08-06 13F AE Wealth Management LLC 49.962 -52,31 3.742 -47,49
2025-07-16 13F Falcon Wealth Planning 4.865 -7,37 364 1,96
2025-08-11 13F Principal Securities, Inc. 198 -13,91 15 -12,50
2025-07-30 13F Journey Advisory Group, LLC 52.683 -8,67 3.945 0,59
2025-07-30 13F Strategic Blueprint, LLC 19.556 -0,21 1.465 9,91
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-07-24 13F Eastern Bank 0 -100,00 0
2025-08-08 13F POM Investment Strategies, LLC 0 -100,00 0
2025-04-22 13F Spectrum Planning & Advisory Services Inc. 0 -100,00 0
2025-08-11 13F Tidemark, LLC 1.545 -12,22 116 -3,36
2025-08-11 13F HighTower Advisors, LLC 68.000 -0,93 5.093 9,08
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 139 -27,98 10 -23,08
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-08-15 13F Blue Edge Capital, LLC 16.637 -11,53 1.246 -2,66
2025-07-15 13F Graypoint LLC 48.475 -5,03 3.630 4,58
2025-08-05 13F Sigma Planning Corp 6.759 -72,46 506 -69,68
2025-07-17 13F G&S Capital LLC 152.376 -0,55 11.411 9,51
2025-08-05 13F Financial Sense Advisors, Inc. 35.205 -1,77 2.636 8,17
2025-07-25 13F Orca Investment Management, LLC 29.101 -20,60 2.179 -12,56
2025-07-28 13F Axxcess Wealth Management, Llc 27.259 -0,34 2.041 9,73
2025-08-08 13F Jacksonville Wealth Management, LLC 30.545 -37,79 2.287 -31,51
2025-08-12 13F Quadcap Wealth Management, LLC 4.823 -11,05 361 -1,90
2025-08-12 13F BlackRock, Inc. 16.965 -24,26 1.271 -16,61
2025-07-18 13F Trilogy Capital Inc. 22.205 -21,16 1.663 -13,21
2025-07-30 13F Darrow Company, Inc. 9.934 -9,18 744 0,00
2025-08-11 13F Retirement Capital Strategies 139.740 -18,59 10.465 -10,35
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 59.892 -32,87 4.485 -26,08
2025-08-18 13F N.E.W. Advisory Services LLC 405.132 -14,37 30.340 -5,71
2025-08-14 13F CoreCap Advisors, LLC 8.534 -14,69 639 -6,03
2025-07-24 13F Reuter James Wealth Management, Llc 6.407 -37,24 480 -30,98
2025-08-12 13F Jacobi Capital Management LLC 340.738 -12,03 25.518 -3,14
2025-03-21 13F Prostatis Group LLC 0 -100,00 0
2025-07-24 13F Freedom Day Solutions, LLC 126.726 -14,06 9.491 -5,36
2025-07-16 13F Vestia Personal Wealth Advisors 6.166 -6,09 462 3,36
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 21.911 -3,25 1.641 6,49
2025-07-08 13F Legacy Private Trust Co. 1.108.787 -10,72 83.037 -1,68
2025-04-14 13F Strategic Wealth Designers 0 -100,00 0 -100,00
2025-08-11 13F FSA Wealth Management LLC 19.734 -0,11 1.478 9,98
2025-08-14 13F Headlands Technologies LLC 0 -100,00 0 -100,00
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0 -100,00
2025-08-13 13F Capital Analysts, Inc. 106.657 -37,05 8 -36,36
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100,00 0 -100,00
2025-08-12 13F LPL Financial LLC 8.123.840 -0,57 608.394 9,49
2025-07-23 13F Kingswood Wealth Advisors, Llc 5.748 -0,62 430 9,41
2025-07-08 13F Gradient Investments LLC 0 -100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 4.595 -21,65 344 -13,57
2025-08-13 13F GM Advisory Group, Inc. 433.504 -1,08 32.465 8,93
2025-05-08 13F Wrapmanager Inc 0 -100,00 0
2025-04-30 13F Sofos Investments, Inc. 30.717 -9,89 2.089 -7,69
2025-08-07 13F Resources Investment Advisors, LLC. 42.875 -24,93 3.211 -17,35
2025-08-14 13F Royal Bank Of Canada 291.570 -22,28 21.836 -14,42
2025-07-01 13F Burkett Financial Services, Llc 0 -100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 6.546 -51,47 490 -46,56
2025-08-04 13F Arkadios Wealth Advisors 9.584 -1,22 718 8,80
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-15 13F Nikulski Financial, Inc. 13.290 -9,27 995 -0,10
2025-08-14 13F Quantinno Capital Management LP 5.111 -3,58 383 6,11
2025-07-29 13F Goldstein Advisors, LLC 11.809 -0,65 884 9,41
2025-08-27 13F/A Brinker Capital Investments, LLC 3.500 -91,82 262 -90,99
2025-07-22 13F DAVENPORT & Co LLC 11.095 -2,59 831 7,24
2025-07-11 13F Annex Advisory Services, LLC 254.583 -3,79 19.066 5,94
2025-08-06 13F Savant Capital, LLC 81.234 -1,16 6.084 8,84
2025-04-23 13F Bessemer Group Inc 0 -100,00 0
2025-08-08 13F Royal Harbor Partners, LLC 237.781 -3,88 17.807 5,84
2025-08-08 13F Compass Wealth Management LLC 0 -100,00 0
2025-07-14 13F Financial Enhancement Group LLC 29.557 -9,70 2.237 6,68
2025-07-18 13F Dogwood Wealth Management LLC 35.886 -7,41 2.701 2,50
2025-08-15 13F Kestra Advisory Services, LLC 46.547 -1,98 3.486 7,93
2025-08-06 13F Cannon Financial Strategists, Inc. 87.290 -30,56 6.537 -23,53
2025-07-31 13F Sentinel Trust Co Lba 18.957 -10,85 1 0,00
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 -100,00 0
2025-07-16 13F Lloyd Advisory Services, LLC. 5.340 -7,23 400 2,05
2025-07-07 13F Investors Research Corp 144.102 -2,09 10.792 7,81
2025-07-08 13F Arlington Trust Co LLC 10.381 -6,18 777 3,32
2025-04-11 13F Congress Asset Management Co /ma 0 -100,00 0
2025-08-01 13F Facet Wealth, Inc. 192.720 -3,55 14.745 7,79
2025-08-13 13F Continuum Advisory, LLC 13.538 -0,21 1.014 9,87
2025-08-14 13F Comerica Bank 7.519 -4,90 563 4,84
2025-07-17 13F Johnson Bixby & Associates, LLC 4.265 -11,29 319 -2,15
2025-08-08 13F Intrua Financial, LLC 10.376 -1,66 777 8,37
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-30 13F Patten Group, Inc. 6.649 -9,39 498 -0,40
2025-07-29 13F Koshinski Asset Management, Inc. 9.664 -8,73 724 0,42
2025-08-15 13F First Heartland Consultants, Inc. 4.323 -21,68 324 -13,87
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 627.866 -0,33 47 11,90
2025-08-13 13F EverSource Wealth Advisors, LLC 10.257 -6,98 768 2,54
2025-07-25 13F Northwest Capital Management Inc 300 -82,75 22 -81,36
2025-08-14 13F MGB Wealth Management, LLC 500 -73,47 37 -70,87
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 23.455 -3,90 1.757 5,85
2025-07-15 13F RVW Wealth, LLC 312.454 -68,63 23.400 -65,46
2025-08-06 13F Columbia River Financial Group, LLC 0 -100,00 0
2025-07-22 13F Berger Financial Group, Inc 9.513 -0,19 712 9,88
2025-07-18 13F Wiser Wealth Management, Inc 7.457 -7,22 558 2,20
2025-05-13 13F Thrivent Financial For Lutherans 0 -100,00 0
2025-07-02 13F Lvm Capital Management Ltd/mi 60.298 -1,03 5 0,00
2025-07-29 13F Mattson Financial Services, LLC 0 -100,00 0
2025-08-05 13F Flynn Zito Capital Management, Llc 5.982 -10,88 448 -1,97
2025-07-21 13F Quent Capital, LLC 31.050 -2,06 2.325 7,84
2025-08-12 13F Sfmg, Llc 31.434 -4,12 2.354 5,61
2025-07-29 13F Private Trust Co Na 14.314 -9,99 1.072 -0,93
2025-08-01 13F Ashton Thomas Private Wealth, LLC 84.183 -6,59 6.304 2,87
2025-07-15 13F FMA Wealth Management, LLC 20.049 -0,21 1.501 3,45
2025-05-12 13F Meridian Wealth Management, LLC 0 -100,00 0 -100,00
2025-07-29 13F Altus Wealth Group LLC 35.357 -2,95 2.648 6,86
2025-05-15 13F Human Investing LLC 0 -100,00 0
2025-05-08 13F SPC Financial, Inc. 0 -100,00 0
2025-07-31 13F Blake Schutter Theil Wealth Advisors, LLC 16.878 -0,59 1.264 9,45
2025-08-15 13F Captrust Financial Advisors 67.545 -14,57 5.058 -5,93
2025-08-14 13F Citadel Advisors Llc Call 4.500 -4,26 337 5,64
2025-08-04 13F WNY Asset Management, LLC 10.269 -7,30 769 2,12
2025-08-12 13F Change Path, LLC 18.738 -7,44 1.403 1,96
2025-08-13 13F Transce3nd, LLC 9 -40,00 1 -100,00
2025-07-28 13F WJ Wealth Management, LLC 4.444 -4,84 333 4,73
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-14 13F Dagco, Inc. 60.206 -9,84 4.509 -0,73
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 27.441 -1,89 2.055 8,04
2025-08-08 13F Hartland & Co., LLC 4.894 -64,86 367 -61,35
2025-08-14 13F Clark Capital Management Group, Inc. 14.062 -16,76 1.053 -8,28
2025-07-29 13F Kelman-Lazarov, Inc. 6.161 -0,84 461 9,24
2025-08-05 13F Freestone Capital Holdings, LLC 5.289 -16,01 396 -7,48
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista