Grundläggande statistik
| Institutionella ägare | 207 total, 207 long only, 0 short only, 0 long/short - change of 5,15% MRQ |
| Genomsnittlig portföljallokering | 0.1754 % - change of 24,81% MRQ |
| Institutionella aktier (lång) | 6 453 816 (ex 13D/G) - change of 1,05MM shares 19,93% MRQ |
| Institutionellt värde (lång) | $ 369 246 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (MX:CGW) har 207 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,453,816 aktier. Största aktieägare inkluderar Morgan Stanley, UBS Group AG, Conservest Capital Advisors, Inc., Bank Of America Corp /de/, Weatherly Asset Management L. P., 1832 Asset Management L.P., Polianta Ltd, Cetera Investment Advisers, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (BMV:CGW) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 519 | −53,12 | 32 | −47,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 561 | 3,62 | 473 | 16,26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 321 | 0,00 | 83 | 12,33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 155 | 0,00 | 135 | 11,67 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 184 | 0,00 | 12 | 10,00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5 252 | 0,00 | 328 | 12,33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 323 | 8,59 | 395 | 21,91 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 400 | 0,00 | 25 | 13,64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 907 | −1,19 | 182 | 11,04 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 760 | 11,84 | 298 | 25,74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 57 480 | 0,40 | 3 592 | 12,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 952 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 32 159 | −15,42 | 2 010 | −5,10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 | −98,81 | 2 | −99,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46 759 | −0,57 | 2 922 | 11,57 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 431 | −15,16 | 27 | −7,14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 934 | 0,00 | 183 | 12,27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 178 | 0,00 | 11 | 22,22 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 208 | 326 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 341 | 0,00 | 19 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 034 | −45,32 | 127 | −38,65 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3 260 | 204 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 959 | −2,31 | 560 | 9,61 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 60 774 | 3 798 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61 488 | 0,21 | 3 984 | 16,56 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 16 884 | 10,96 | 1 055 | 24,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 981 | 436 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 275 | 0,47 | 267 | 13,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 215 | 37,52 | 263 | 58,43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 355 | −18,95 | 460 | −9,11 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 000 | 0,00 | 312 | 12,23 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 914 | 13,92 | 2 870 | 27,85 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 500 | 0,00 | 31 | 14,81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 800 | 0,00 | 1 238 | 12,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13 521 | −12,83 | 845 | −2,09 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 626 | 0,00 | 227 | 12,44 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 298 | 269 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 125 | 166,23 | 320 | 199,07 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 3 494 | 218 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 36 265 | 1,55 | 2 020 | 4,34 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 536 | 0,00 | 346 | 12,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 857 224 | −2,50 | 53 577 | 9,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 806 | 0,00 | 113 | 10,89 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 345 | 84 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 924 | 245 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 7 631 | 0,04 | 477 | 12,26 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 658 | 0,00 | 104 | 11,96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 600 | 0,00 | 100 | 11,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 006 | 30,57 | 1 742 | 45,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 924 | −32,98 | 1 433 | −24,79 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 19 493 | 0,00 | 1 218 | 12,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159 370 | 0,06 | 9 961 | 12,29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 | −39,39 | 2 | −33,33 | ||||
| 2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 205 | 200 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 970 | 248 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 066 | −1,13 | 567 | 10,98 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4 000 | 0,00 | 250 | 12,61 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7 039 | 440 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 411 652 | −0,80 | 25 728 | 11,34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 800 | 0,00 | 112 | 12,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 48 927 | −19,19 | 3 049 | −9,63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 191 | 0,00 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4 502 | 0,00 | 281 | 12,40 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 4 905 | −3,73 | 307 | 8,13 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 616 | 0,00 | 351 | 12,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 668 | −40,70 | 229 | −33,43 | ||||
| 2025-04-16 | 13F | CVA Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 39 541 | −28,49 | 2 471 | −19,75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 777 | −13,97 | 549 | −3,52 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 21 772 | −3,03 | 1 361 | 8,80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 939 | 0,80 | 434 | 22,66 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 266 | 0,00 | 79 | 12,86 | ||||
| 2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 71 325 | 0,00 | 4 458 | 12,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 668 | 7,89 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2 106 | −9,96 | 132 | 0,77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 15 201 | −1,29 | 950 | 10,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 471 | 2,82 | 529 | 15,50 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 425 | 0,00 | 27 | 13,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4 108 | 0,00 | 257 | 12,28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17 495 | 1 093 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 201 | 0,00 | 13 | 9,09 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 58 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516 104 | 1,34 | 32 256 | 13,74 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 88 817 | −2,52 | 5 551 | 9,40 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 504 305 | −2,51 | 31 519 | 9,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 692 | 25,19 | 1 293 | 40,54 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 288 | 0,00 | 18 | 12,50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 39 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 215 800 | 0,00 | 13 | 8,33 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103,89 | 52 | 136,36 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 10 719 | 1,71 | 670 | 14,16 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100 332 | −0,96 | 6 271 | 11,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 10 500 | 0,00 | 656 | 12,33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 71 | −88,46 | 4 | −88,24 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 271 | 204 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27 185 | −0,23 | 1 699 | 12,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83 171 | 1,72 | 5 198 | 14,17 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 163 | −83,07 | 10 | −81,13 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 44 976 | −7,20 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 37 295 | −10,08 | 2 331 | 0,91 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5 208 | −2,80 | 326 | 9,06 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4 835 | 0,00 | 302 | 12,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 94 042 | −4,61 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 60 004 | 3 750 | ||||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125 003 | 32,29 | 7 813 | 48,46 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 5 139 | 0,00 | 321 | 12,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 028 | 1,28 | 695 | 14,52 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 002 | −28,21 | 375 | −19,35 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 305 | 207 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 7 486 | 0,00 | 468 | 12,26 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 30 405 | −30,60 | 1 900 | −22,10 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 66 528 | 0,00 | 4 158 | 12,26 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 513 | −21,64 | 218 | −12,45 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7 855 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 692 | 0,00 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57 827 | 14,31 | 3 614 | 28,29 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 000 | 0,00 | 62 | 12,73 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 729 | 0 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 220 | 0,00 | 14 | 8,33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 990 | 0,00 | 187 | 12,05 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 406 | 0,00 | 25 | 13,64 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 244 | 0,00 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 234 | 0,00 | 265 | 12,34 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 958 | 0,00 | 60 | 11,32 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 15 900 | −11,23 | 994 | −0,40 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 147 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 60 071 | −24,43 | 4 | −25,00 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5 100 | 0,00 | 319 | 15,22 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6 614 | −1,84 | 413 | 10,13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5 525 | 0,00 | 346 | 12,01 | ||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4 559 | −2,15 | 285 | 9,65 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 4 416 | 0,00 | 276 | 12,65 | ||||
| 2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 509 | 219 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 000 | 62 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6 491 | 0,00 | 406 | 12,19 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4 013 | −39,22 | 223 | −37,54 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3 250 | 0,00 | 203 | 12,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 295 | −13,24 | 18 | 0,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 534 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 705 | 0,75 | 794 | 13,11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4 837 | −86,05 | 302 | −84,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 223 | −1,91 | 514 | 10,09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 713 | −7,85 | 857 | 3,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 990 | −29,00 | 1 812 | −20,33 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 132 | 0,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 106 | 444 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 500 | 0,00 | 31 | 14,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 129 830 | 37,64 | 8 114 | 54,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72 704 | 12,91 | 4 544 | 26,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 500 | 0,00 | 94 | 12,05 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 72 390 | −6,59 | 4 524 | 4,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 999 | 16,59 | 2 500 | 30,84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 151 347 | 14,43 | 9 491 | 28,80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1 454 | 0,00 | 91 | 12,50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 650 | −5,02 | 167 | 7,05 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104 930 | −0,75 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 460 | 216 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 000 | 0,00 | 62 | 12,73 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 009 | 0,00 | 63 | 12,50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 500 | 0,00 | 469 | 12,23 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 475 | 0,00 | 92 | 12,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 711 | −0,74 | 294 | 11,36 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7 274 | 1,54 | 455 | 14,07 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 200 | 0,00 | 12 | 9,09 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 150 | 0,00 | 9 | 12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 470 | 1,01 | 654 | 13,34 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 241 | 0,00 | 15 | 15,38 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 135 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 508 | −37,59 | 32 | −31,11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 282 | 0,00 | 18 | 13,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57 584 | 6,06 | 3 599 | 19,02 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 070 | 0,00 | 67 | 11,86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 69 028 | −1,87 | 4 314 | 10,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 161 095 | 0,98 | 10 068 | 13,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17 871 | −5,85 | 1 117 | 5,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18 213 | −65,46 | 1 138 | −61,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 813 | −3,55 | 676 | 8,17 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 500 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 060 | 0,00 | 129 | 12,28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | −98,21 | 3 | −98,06 | ||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 162 | −12,17 | 73 | −1,37 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 8 418 | 0,21 | 526 | 12,63 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 020 | −2,86 | 64 | 8,62 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 673 | −2,23 | 1 042 | 9,80 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 328 059 | −2,32 | 20 504 | 9,63 | ||||
| 2025-05-15 | 13F | Dana Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 170 | 0,00 | 11 | 11,11 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 9 012 | −2,04 | 563 | 9,96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 944 | −4,31 | 434 | 7,43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 423 184 | 33,43 | 26 449 | 49,75 | ||||
| 2025-07-16 | 13F | American National Bank | 531 | 0,00 | 33 | 13,79 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 3 760 | −2,87 | 235 | 9,30 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 5 900 | 0,00 | 369 | 12,20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6 557 | 0,00 | 410 | 12,05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 712 | 0,00 | 170 | 11,92 |
Other Listings
| US:CGW | 63,96 US$ |
