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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-29 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 6.429 | -3,63 | 243 | -2,80 | ||||
2025-08-04 | 13F | Assetmark, Inc | 116 | -40,82 | 4 | -42,86 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 103.234 | -16,46 | 3.902 | -16,05 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 125.907 | -2,13 | 4.759 | -1,49 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.846 | -27,36 | 259 | -27,12 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 29.862 | -4,30 | 1.129 | -3,84 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 36.358 | -12,52 | 1.374 | -12,09 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 2.000 | -15,75 | 76 | -15,73 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 175 | -97,26 | 7 | -97,49 | ||||
2025-05-15 | 13F | Keel Point, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9.424 | -44,86 | 355 | -43,00 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 33.977 | -22,42 | 1 | 0,00 | ||||
2025-08-11 | 13F | Strategic Equity Management | 24.359 | -84,66 | 921 | -84,59 | ||||
2025-08-12 | 13F | Change Path, LLC | 10.768 | -3,43 | 407 | -2,86 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1.873 | -16,98 | 71 | -16,67 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1.658 | -27,88 | 62 | -25,30 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 28.113 | -19,91 | 1.063 | -19,55 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 17.850 | -84,15 | 689 | -83,74 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7.846 | -1,93 | 297 | -1,33 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45.095 | -2,51 | 1.705 | -2,07 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 19.579 | -57,81 | 740 | -57,65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28.733 | -0,25 | 1.086 | 0,28 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18.795 | -31,73 | 1 | -100,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 20.984 | -18,11 | 793 | -17,74 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 3.382 | -26,03 | 128 | -23,49 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 51.551 | -21,78 | 1.949 | -21,42 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5.951 | -4,45 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 88.765 | -59,94 | 3.355 | -59,75 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.971 | -1,82 | 264 | -1,50 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.991 | -1,37 | 415 | -0,95 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Moneywise, Inc. | 19.995 | -73,85 | 756 | -73,75 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 76.688 | -13,86 | 2.899 | -13,47 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 5.864 | -4,53 | 222 | -4,33 | ||||
2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | -100,00 | 0 |