Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock) inkluderar Vise Technologies, Inc., Callan Family Office, LLC, Frank, Rimerman Advisors LLC, Glenmede Investment Management, LP, Haven Private, LLC, Abacus Wealth Partners, LLC, Westside Investment Management, Inc., Whittier Trust Co, Maseco Llp, Twin Peaks Wealth Advisors, LLC, Armstrong Advisory Group, Inc, Princeton Global Asset Management LLC, Kilter Group LLC, och Riggs Asset Managment Co. Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | AVXC - Avantis Emerging Markets ex-China Equity ETF | 29 051 | 37,48 | 272 | 27,10 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 47 649 | 71,73 | 492 | 102,47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 48 009 | 203,30 | 496 | 258,70 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 222 | 2 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 267 907 | 95,11 | 116 397 | 130,07 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 | 5 149 | 26,14 | 45 | 7,32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 721 | 4,53 | 142 | 23,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 760 | 5,53 | 369 | 24,66 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 70 708 | 1,01 | 730 | 18,51 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 25 507 | 41,21 | 223 | 23,20 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 044 | 105,63 | 21 | 162,50 | ||||
| 2025-08-28 | NP | SOXX - iShares PHLX Semiconductor ETF | 10 072 255 | 1,04 | 104 046 | 19,15 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 17 942 | 4,41 | 185 | 23,33 | ||||
| 2025-08-26 | NP | Profunds - Profund Vp Emerging Markets | 29 411 | 11,23 | 304 | 31,17 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 415 180 | 60,24 | 4 289 | 88,98 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 11 801 | 8,78 | 122 | 27,37 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15 744 | 5,21 | 163 | 23,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 817 | 2,40 | 29 | 20,83 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 50 459 | 521 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 147 479 | 20,24 | 11 853 | 41,80 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 29 934 | 309 | ||||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 34 577 | 4,76 | 357 | 23,53 | ||||
| 2025-03-31 | NP | AEMGX - Acadian Emerging Markets Portfolio Investor Class Shares | 53 878 | 87,43 | 547 | 99,27 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17 394 | 55,85 | 180 | 84,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 277 | 25,63 | 130 | 51,76 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 216 077 | 29,39 | 12 562 | 52,58 | ||||
| 2025-06-26 | NP | EMQAX - Ashmore Emerging Markets Active Equity Fund CLASS A | 32 500 | 42,54 | 284 | 22,51 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 18 094 | 3 929,84 | 0 | |||||
| 2025-06-30 | NP | VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares | 1 537 032 | 10,96 | 13 418 | −4,57 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 219 530 | 339,64 | 2 268 | 418,76 | ||||
| 2025-08-14 | 13F | Henry James International Management Inc. | 18 404 | 0,83 | 190 | 19,50 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1 793 840 | 114,73 | 18 549 | 153,56 | ||||
| 2025-05-13 | 13F | Mondrian Investment Partners LTD | 5 461 | 4,66 | 48 | −9,62 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 114 071 | 66,12 | 1 178 | 96,01 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 074 | 73 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 648 743 | 60,53 | 6 702 | 89,29 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 36 130 | 373 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 13 921 | 21,51 | 144 | 43,00 | ||||
| 2025-07-28 | NP | AVEM - Avantis Emerging Markets Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 726 866 | 22,91 | 25 578 | 13,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53 137 | 10,12 | 549 | 29,86 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 265 369 | 30,80 | 2 741 | 54,25 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 29 788 | 289,39 | 308 | 358,21 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 340 | 4 | ||||||
| 2025-08-14 | 13F | Xponance, Inc. | 16 602 | 1,11 | 171 | 19,58 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 17 009 | 14,89 | 176 | 35,66 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 27 827 | 1,58 | 287 | 20,08 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 24 988 | 258 | ||||||
| 2025-06-23 | NP | UUPIX - Ultraemerging Markets Profund Investor Class | 7 090 | 9,26 | 62 | −6,15 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 5 245 480 | 6,70 | 54 186 | 25,25 | ||||
| 2025-08-12 | 13F | Enterprise Financial Services Corp | 10 098 | 104 | ||||||
| 2025-06-26 | NP | DFEV - Dimensional Emerging Markets Value ETF | 111 421 | 12,65 | 973 | −3,09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 33 576 | 60,47 | 347 | 89,07 | ||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 1 192 128 | 12 315 | ||||||
| 2025-08-07 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 208 518 | 2 154 | ||||||
| 2025-07-28 | NP | AVSE - Avantis Responsible Emerging Markets Equity ETF | 22 164 | 13,25 | 208 | 4,55 | ||||
| 2025-08-14 | 13F | Rafferty Asset Management, LLC | 7 392 190 | 50,85 | 76 361 | 77,89 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 37 289 | 385 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 167 199 | 4,89 | 1 727 | 23,71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13 234 | 6,09 | 137 | 24,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 593 | 14,50 | 37 | 37,04 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 114 592 | 1 184 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13 158 | 14,22 | 136 | 35,00 | ||||
| 2025-08-12 | 13F | Aigen Investment Management, Lp | 125 835 | 1 300 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 13 997 | 145 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 276 922 | 7,75 | 2 861 | 27,05 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 313 152 | 3 235 | ||||||
| 2025-06-26 | NP | SGIDX - Steward Global Equity Income Fund Class A | 798 026 | 5,72 | 6 967 | −9,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 437 846 | 4,52 | 25 183 | 23,25 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 30 584 | 11,67 | 316 | 31,80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 78 281 | 16,56 | 809 | 37,41 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 563 171 | 4,37 | 5 818 | 23,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 740 | 0,30 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 280 | 3 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 182 419 | 11,15 | 1 884 | 31,11 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14 494 | 9,78 | 150 | 29,57 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 11 592 | 1,35 | 120 | 19,00 | ||||
| 2025-08-06 | 13F | Fox Run Management, L.l.c. | 48 842 | 15,50 | 505 | 36,22 | ||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 648 867 | 6 703 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 928 | 537,52 | 51 | 733,33 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 13 904 | 5,41 | 144 | 24,35 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 630 649 | 43,66 | 48 | 67,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 85 122 | 28,96 | 879 | 52,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 348 627 | 11,37 | 3 601 | 31,33 | ||||
| 2025-06-30 | NP | VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares | 148 022 | 11,48 | 1 292 | −4,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 370 | 9,99 | 179 | 29,71 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 634 | 291,36 | 7 | 500,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154 915 | 39,01 | 1 600 | 63,93 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 40 219 | 3,37 | 415 | 22,06 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 59 875 | 619 | ||||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 13 576 | 16,28 | 140 | 37,25 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 44 851 | 8,11 | 463 | 27,55 | ||||
| 2025-07-28 | NP | NSI - National Security Emerging Markets Index ETF | 20 545 | 38,49 | 193 | 28,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 159 366 | 11,10 | 1 646 | 31,05 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 4 497 235 | 1,65 | 39 396 | −11,57 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 96 510 | 415,02 | 997 | 507,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22 520 | 0,82 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 815 184 | 18,84 | 91 061 | 40,13 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 302 | 13 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 14 661 | 3,41 | 151 | 21,77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18 438 418 | 23,06 | 190 469 | 45,11 | ||||
| 2025-08-27 | NP | RYWTX - Emerging Markets 2x Strategy Fund Class A | 9 167 | 148,02 | 95 | 193,75 | ||||
| 2025-06-26 | NP | DFAE - Dimensional Emerging Core Equity Market ETF | 293 000 | 33,79 | 2 558 | 15,08 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 1 583 387 | 0,90 | 16 356 | 18,98 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 501 024 | 1,54 | 5 176 | 19,74 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39 900 | 5,06 | 412 | 23,35 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 202 800 | 23,90 | 2 095 | 46,13 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 164 | 2 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 181 122 | 40,38 | 1 871 | 43,96 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 197 725 | 28,15 | 2 042 | 51,15 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 23 265 | 240 | ||||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 400 000 | 53,85 | 4 132 | 81,47 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 350 | 40,00 | 4 | 50,00 | ||||
| 2025-07-25 | NP | USEMX - Emerging Markets Fund Shares | 320 730 | 3,15 | 3 008 | −4,48 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 49 191 | 4,13 | 508 | 23,00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 12 017 | 124 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 953 895 | 130,26 | 20 184 | 171,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 923 | 1,17 | 309 | 19,31 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2 360 891 | 11,62 | 24 | 33,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44 655 | 41,99 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 13 316 | 138 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 678 | 1,33 | 17 | 21,43 | ||||
| 2025-06-26 | NP | DEXC - Dimensional Emerging Markets ex China Core Equity ETF | 30 500 | 19,61 | 266 | 3,10 | ||||
| 2025-06-27 | NP | SOXL - Direxion Daily Semiconductor Bull 3X Shares | 5 939 638 | 16,94 | 51 853 | 0,58 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 75 595 | 9,63 | 781 | 29,14 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 380 595 | 6,28 | 4 030 | 25,19 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 127 674 | 25,68 | 1 319 | 48,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 49 100 | 507 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 60 700 | 299,34 | 627 | 371,43 | |||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 29 100 | 24,89 | 290 | 42,16 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 292 714 | 1,85 | 3 024 | 20,10 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 543 800 | 5 617 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 315 055 | 35,24 | 3 255 | 59,51 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 25 149 | 35,76 | 260 | 59,88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5 153 | 549,81 | 53 | 783,33 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 642 014 | 6 632 | ||||||
| 2025-08-14 | 13F | Point72 Asia (Singapore) Pte. Ltd. | 209 419 | 2 163 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 85 082 | 88,94 | 879 | 122,84 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 22 694 | 29,87 | 234 | 52,94 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 3 180 215 | 20,87 | 32 852 | 42,53 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 11 781 | 122 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 301 | 3 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 160 161 | 6,47 | 1 654 | 25,59 | ||||
| 2025-08-27 | NP | RYSIX - Electronics Fund Investor Class | 84 052 | 7,48 | 868 | 26,72 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 746 | 154,26 | 28 | 211,11 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 25 284 | 1,00 | 265 | 21,66 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 778 353 | 8 040 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 60 578 | 146,11 | 626 | 190,70 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1 065 | 1,62 | 11 | 22,22 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 193 | 153,95 | 2 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 42 880 | 47,36 | 443 | 74,02 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 125 | 1 | ||||||
| 2025-08-12 | 13F | Legal & General Group Plc | 15 647 | 261,95 | 162 | 335,14 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 16 792 | 168 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 516 154 | 11,68 | 5 332 | 31,69 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 12 997 | 134 | ||||||
| 2025-08-07 | 13F | Profund Advisors Llc | 86 291 | 3,17 | 891 | 21,72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 210 258 | 22,25 | 2 174 | 44,26 | ||||
| 2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF | 3 807 | 24,98 | 33 | 10,00 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 4 850 | 55,25 | 50 | 85,19 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 187 596 | 55,22 | 1 938 | 83,08 | ||||
| 2025-08-13 | 13F | Groupama Asset Managment | 80 446 | 1,77 | 852 | 22,45 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 39 487 | 408 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 591 | 151 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 963 | 198,33 | 20 | 300,00 | ||||
| 2025-06-25 | NP | FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Earnest Partners Llc | 3 534 584 | 8,52 | 36 512 | 27,97 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 384 | 14 | ||||||
| 2025-08-08 | 13F | Creative Planning | 729 104 | 96,59 | 7 532 | 131,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 165 210 | 1 472,53 | 1 747 | 1 798,91 | ||||
| 2025-06-26 | NP | DFEM - Dimensional Emerging Markets Core Equity 2 ETF | 84 000 | 9,09 | 733 | −6,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 987 | 43,78 | 185 | 69,72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 111 | 6,40 | 32 | 28,00 | ||||
| 2025-07-07 | 13F | Delphi Management Inc /ma/ | 131 950 | 1 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 40 957 | 25,99 | 423 | 48,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 456 | 12,87 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 299 001 | 3 089 | ||||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 57 500 | 612 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9 254 385 | 30,55 | 95 598 | 53,94 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 088 | 1,40 | 135 | 19,47 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 706 | 9,90 | 49 | 29,73 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 637 | 48 | ||||||
| 2025-08-29 | NP | MPLAX - Praxis International Index Fund Class A | 153 655 | 6,77 | 1 587 | 25,95 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 1 366 018 | 897,46 | 14 111 | 1 076,81 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 12 070 | 0,60 | 125 | 18,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 969 | 2 409,60 | 51 | 5 000,00 | ||||
| 2025-07-10 | 13F | TT International Asset Management LTD | 883 968 | 19 539,37 | 9 131 | 23 312,82 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 643 | 7 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1 713 966 | 11,71 | 17 705 | 31,73 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 861 572 | 16,86 | 8 900 | 37,81 | ||||
| 2025-07-28 | NP | AVES - Avantis Emerging Markets Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 158 975 | 25,95 | 1 491 | 16,67 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 103 520 | 21,78 | 1 069 | 43,68 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 974 | 124 | ||||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 1 651 300 | 17 058 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 098 | 22,34 | 53 | 26,83 | ||||
| 2025-07-15 | 13F | Maseco Llp | 994 | 10 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11 128 | 9,58 | 115 | 29,55 |
