Grundläggande statistik
Institutionella ägare | 181 total, 181 long only, 0 short only, 0 long/short - change of 6,43% MRQ |
Genomsnittlig portföljallokering | 0.2825 % - change of −14,39% MRQ |
Institutionella aktier (lång) | 17 349 830 (ex 13D/G) - change of 2,43MM shares 16,30% MRQ |
Institutionellt värde (lång) | $ 842 003 USD ($1000) |
Institutionellt ägande och aktieägare
iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF (US:MEAR) har 181 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,349,830 aktier. Största aktieägare inkluderar Morgan Stanley, Rockwood Wealth Management, LLC, Resonant Capital Advisors, LLC, Bank Of America Corp /de/, Integrated Wealth Concepts LLC, Captrust Financial Advisors, Foster Group, Inc., LPL Financial LLC, Kestra Investment Management, LLC, and Ullmann Financial Group, Inc. .
iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR) 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%.
The share price as of September 12, 2025 is 50,49 / share. Previously, on September 13, 2024, the share price was 50,24 / share. This represents an increase of 0,50% over that period.
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.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 464 | 0,65 | 23 | 0,00 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 95 084 | 29,80 | 4 780 | 29,86 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 6 280 | −7,17 | 315 | −6,80 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 9 134 | 34,56 | 459 | 34,60 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 56 508 | −3,87 | 2 841 | −3,83 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 951 | 48 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 61 476 | −23,80 | 3 090 | −23,76 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 23 989 | −37,23 | 1 206 | −37,21 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 811 | 24,56 | 594 | 25,32 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 4 935 | −3,31 | 248 | −3,12 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 35 650 | −31,31 | 1 792 | −31,26 | ||||
2025-08-12 | 13F | Argent Trust Co | 6 155 | 309 | ||||||
2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 66 610 | 18,93 | 3 348 | 19,02 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 83 507 | 67,82 | 4 198 | 67,95 | ||||
2025-07-24 | 13F | Insight Inv LLC | 7 300 | −42,97 | 367 | −43,08 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 17 815 | 0,00 | 896 | 0,00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 015 | 0,90 | 101 | 0,00 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 783 | 21,67 | 291 | 21,85 | ||||
2025-07-22 | 13F | Iowa State Bank | 6 649 | 0,00 | 334 | 0,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 290 409 | −5,58 | 14 599 | −5,52 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 207 | 0,00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 30 624 | 77,79 | 1 539 | 77,92 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 38 053 | −2,80 | 1 913 | −2,75 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 86 465 | 36,26 | 4 347 | 36,37 | ||||
2025-05-13 | 13F | Syverson Strege & Co | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | Yardley Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 593 | 3,49 | 30 | 3,57 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 93 829 | 9,43 | 4 717 | 9,50 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 634 | 239,81 | 283 | 240,96 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 921 | 370,37 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 149 777 | 21,40 | 57 799 | 21,47 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 18 950 | 953 | ||||||
2025-07-30 | 13F | Forum Financial Management, LP | 10 500 | 528 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 718 | 38,23 | 1 594 | 38,37 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 106 255 | −47,47 | 5 341 | −47,44 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 184 590 | −8,03 | 9 | −10,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 19 645 | −19,86 | 988 | −19,82 | ||||
2025-08-05 | 13F | Alexander Randolph Advisory Inc | 30 020 | 362,20 | 1 509 | 362,88 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 21 039 | −15,58 | 1 058 | −15,03 | ||||
2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5 697 | 286 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 20 089 | −5,26 | 1 010 | −5,26 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 177 362 | 14,14 | 8 916 | 14,21 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 11 425 | 0,00 | 574 | 0,17 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 34 236 | 568,67 | 1 721 | 569,65 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 127 694 | −10,04 | 6 419 | −9,98 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 4 800 | 0,00 | 241 | 0,00 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 128 780 | 7,28 | 6 474 | 7,35 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 7 405 | 8,43 | 372 | 8,45 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 15 970 | −33,64 | 1 | −100,00 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 24 016 | 0,00 | 1 207 | 0,08 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 32 569 | 7,88 | 1 637 | 7,98 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 28 734 | −3,24 | 1 | 0,00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 584 589 | 105,80 | 29 387 | 105,94 | ||||
2025-08-12 | 13F | Change Path, LLC | 9 142 | −10,01 | 460 | −10,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55 609 | 141,68 | 2 795 | 141,99 | ||||
2025-08-14 | 13F | UBS Group AG | 138 292 | 39,37 | 6 952 | 39,44 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 285 | −2,40 | 14 | 0,00 | ||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 36 650 | 2,81 | 1 842 | 2,85 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 7 046 | 24,18 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 336 | 93,49 | 1 | |||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Vise Technologies, Inc. | 14 436 | 726 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 131 042 | 468,54 | 6 587 | 469,32 | ||||
2025-08-14 | 13F | Mariner, LLC | 66 316 | 126,28 | 3 334 | 126,43 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 30 777 | 0,00 | 1 547 | 0,06 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 382 | −15,87 | 1 426 | −15,43 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 4 267 | −1,04 | 215 | −0,93 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 192 141 | 5,37 | 9 659 | 5,43 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 118 | 207 | ||||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 2 102 | 0,00 | 106 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 17 093 | 13 359,06 | 859 | 14 216,67 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 302 | 0,00 | ||||||
2025-07-15 | 13F | Legacy Solutions, Llc | 5 161 | 0,00 | 259 | 0,00 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11 392 | 573 | ||||||
2025-04-28 | 13F | Summit Trail Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 217 177 | 91,55 | 10 918 | 91,68 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4 245 | 213 | ||||||
2025-08-01 | 13F | Zhang Financial LLC | 5 037 | 253 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20 000 | 0,00 | 1 005 | 0,10 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 908 282 | 6,62 | 95 929 | 6,69 | ||||
2025-07-31 | 13F | City State Bank | 381 | 0,00 | 19 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 330 | 268 | ||||||
2025-08-06 | 13F | Stokes Family Office, LLC | 3 987 | −7,75 | 200 | −7,83 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 42 194 | −0,36 | 2 121 | −0,28 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19 189 | 14,52 | 965 | 14,63 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8 146 | 17,82 | 410 | 18,16 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 432 954 | −6,91 | 21 765 | −6,86 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4 389 | 4,97 | 221 | 5,26 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 22 249 | 82,88 | 1 118 | 82,98 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 914 | 48,53 | 1 856 | 48,64 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13 018 | 148,10 | 654 | 148,67 | ||||
2025-07-24 | 13F | Cross Staff Investments Inc | 8 000 | 0,00 | 402 | 0,25 | ||||
2025-08-07 | 13F | Allworth Financial LP | 11 433 | 11,61 | 575 | 12,11 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 297 | 239,68 | 1 | |||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 13 321 | −5,19 | 670 | −5,11 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 71 223 | 36,29 | 3 581 | 37,10 | ||||
2025-07-16 | 13F/A | CX Institutional | 1 486 | 0,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 14 900 | −27,70 | 749 | −27,63 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12 267 | 77,73 | 617 | 78,03 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 519 603 | −0,02 | 26 120 | 0,04 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 340 | 17 | ||||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17 069 | −8,59 | 858 | −8,53 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 39 612 | 1,15 | 1 991 | 1,22 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 390 | 120 | ||||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 76 605 | 1,16 | 3 851 | 1,21 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 36 022 | 0,63 | 1 811 | 0,67 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 819 | −26,65 | 1 047 | −26,60 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 76 775 | 3 856 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 214 903 | 2,13 | 10 803 | 2,19 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 25 446 | 99,44 | 1 279 | 99,53 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 927 | 13,48 | 1 655 | 13,59 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 59 516 | 2 992 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 986 | 0,00 | 200 | 0,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 0 | |||||
2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 783 | 90 | ||||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 262 | 0,00 | 13 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 11 582 | 582 | ||||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 8 347 | 0,74 | 420 | 0,72 | ||||
2025-08-14 | 13F | Betterment LLC | 158 452 | 42,04 | 8 | 40,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 412 801 | −3,55 | 20 752 | −3,49 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 13 497 | 8,00 | 678 | 8,13 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5 421 | 0,00 | 273 | 0,00 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 204 | 0 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 16 670 | 25,38 | 838 | 25,64 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0,00 | 0 | |||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 233 046 | 0,06 | 61 985 | 0,12 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 126 382 | −21,45 | 6 353 | −21,40 | ||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 015 | 76,53 | 1 207 | 76,72 | ||||
2025-07-15 | 13F | Optima Capital Llc | 8 147 | 0,00 | 410 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 85 303 | 9,77 | 4 288 | 9,84 | ||||
2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 66 993 | 0,61 | 3 368 | 0,66 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 345 | 0,00 | 17 | 0,00 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 7 889 | 5,31 | 397 | 5,32 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 875 | 570,32 | 446 | 575,76 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59 781 | 20,06 | 3 002 | 19,99 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 608 | −6,93 | 533 | −6,65 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 460 | −97,59 | 23 | −97,59 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 6 958 | 0,00 | 350 | 0,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 997 | 251 | ||||||
2025-08-08 | 13F | KM Capital Management Ltd. | 12 523 | −69,98 | 630 | −69,98 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 41 704 | 2 096 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 43 305 | 7,65 | 2 177 | 7,67 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 15 558 | 20,10 | 782 | 20,31 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 7 000 | 0,00 | 352 | 0,00 | ||||
2025-08-14 | 13F | Comerica Bank | 26 374 | −5,10 | 1 326 | −5,09 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 798 | 995 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 40 562 | −13,61 | 2 039 | −13,53 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 13 117 | −6,53 | 659 | −6,52 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 13 808 | 0,00 | 694 | 0,14 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 657 854 | −2,36 | 33 070 | −2,31 | ||||
2025-08-12 | 13F | LPL Financial LLC | 507 620 | 31,73 | 25 518 | 31,81 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 200 | −12,28 | 10 | −9,09 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 928 | 0,14 | 248 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 149 743 | 1,24 | 8 | 0,00 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 20 139 | 0,00 | 1 012 | 0,10 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 92 567 | 0,58 | 4 653 | 0,65 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 104 655 | 60,70 | 156 071 | 60,80 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 152 532 | 51,91 | 7 668 | 52,00 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 6 740 | 42,22 | 338 | 43,22 | ||||
2025-07-28 | 13F | DORVAL Corp | 4 749 | 239 | ||||||
2025-07-15 | 13F | Graypoint LLC | 9 032 | −9,97 | 454 | −9,74 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 483 | 0,00 | 75 | 0,00 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 29 787 | 18,77 | 1 497 | 18,90 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 577 | 29 | ||||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 184 | 210 | ||||||
2025-07-22 | 13F | Hill Island Financial Llc | 35 154 | 0,23 | 1 767 | 0,28 | ||||
2025-08-13 | 13F | Portfolio Design Labs, LLC | 123 676 | −49,56 | 6 217 | −49,53 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4 701 | −10,25 | 236 | −10,27 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 40 640 | −11,86 | 2 043 | −11,83 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 43 986 | 143,69 | 2 211 | 143,93 | ||||
2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 207 061 | −25,77 | 10 409 | −25,73 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 126 261 | 17,96 | 6 347 | 18,02 | ||||
2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 432 145 | 18,11 | 21 724 | 18,18 | ||||
2025-07-18 | 13F | Truist Financial Corp | 20 564 | 39,79 | 1 034 | 39,78 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 65 036 | 3 269 | ||||||
2025-08-08 | 13F | Client First Capital LLC | 15 313 | 10,62 | 770 | 10,65 | ||||
2025-05-07 | 13F | Keyvantage Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 671 | −2,96 | 737 | −2,90 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 295 | −37,08 | 316 | −37,05 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 66 303 | 1,79 | 3 333 | 2,11 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 5 227 | −15,50 | 263 | −15,48 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 5 442 | 0,00 | 274 | 0,00 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 154 659 | −1,01 | 7 775 | −0,96 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 35 991 | 66,20 | 1 809 | 66,42 | ||||
2025-08-08 | 13F | Creative Planning | 24 386 | −2,97 | 1 226 | −2,93 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 10 945 | −72,66 | 551 | 27 450,00 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 25 186 | 13,60 | 1 266 | 13,75 |