Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Core Balanced ETF inkluderar Flagship Harbor Advisors, Llc, J Hagan Capital, Inc., Renaissance Technologies Llc, Divergent Planning, LLC, Franklin Resources Inc, Apollon Wealth Management, LLC, Vantage Financial Partners, LLC, Security Financial Services, INC., Assetmark, Inc, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., Balboa Wealth Partners, Spinnaker Investment Group, LLC, Creekside Partners, Stephens Inc /ar/, Midwest Trust Co, Regal Investment Advisors LLC, Jpmorgan Chase & Co, Wisconsin Wealth Advisors, LLC, och Colony Group, LLC .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Burford Brothers, Inc. | 38 845 | 18,69 | 1 299 | 28,13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 56 571 | 59,51 | 1 892 | 72,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 156 348 | 119,34 | 5 228 | 136,78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40 162 | 40,47 | 1 343 | 51,75 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 161 429 | 70,43 | 5 398 | 83,98 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 13 308 | 9,51 | 445 | 18,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 113 689 | 24,39 | 3 802 | 34,26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 384 074 | 514,41 | 12 843 | 557,27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 89 976 | 13,75 | 3 009 | 22,78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 472 | 250 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 6 437 | 216 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 15 061 | 32,73 | 504 | 43,30 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 126 907 | 19,54 | 4 244 | 29,05 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24 583 | 91,52 | 822 | 107,05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15 693 | 525 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 85 405 | 52,55 | 2 856 | 64,65 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 13 195 | 441 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 11 911 | 14,05 | 405 | 25,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 255 847 | 469,08 | 8 556 | 514,58 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 444 601 | 20,12 | 14 867 | 29,66 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 8 370 | 7,85 | 280 | 16,25 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 64 610 | 4,76 | 2 161 | 13,09 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14 723 | 492 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 119 313 | 27,27 | 3 990 | 37,36 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 12 927 | 0,32 | 432 | 8,27 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 103 662 | 17,84 | 3 466 | 27,19 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 33 821 | 1 131 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 985 | 66 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 57 599 | 1 926 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 13 015 | 10,13 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 28 516 | 9,02 | 954 | 17,65 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 104 370 | 11,05 | 3 490 | 19,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 807 188 | 19,99 | 26 992 | 29,51 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 280 | 0,36 | 9 | 12,50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6 402 | 214 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 040 | 269 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 277 245 | 5,15 | 9 271 | 13,50 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 20 990 | 15,20 | 702 | 24,29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 289 500 | 10,40 | 9 681 | 19,15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 453 | 85,08 | 149 | 100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 612 948 | 369 145,78 | 20 497 | 409 820,00 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 120 264 | 3 761 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 133 638 | 293,72 | 4 469 | 325,12 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18 755 | 134,53 | 627 | 153,85 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 18 220 | 609 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 668 | 77,92 | 524 | 92,28 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 36 522 | 22,55 | 1 221 | 32,29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 47 186 | 74,80 | 1 578 | 88,64 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 164 127 | 46,97 | 5 527 | 58,59 | ||||
| 2025-07-17 | 13F | KWB Wealth | 232 371 | 68,01 | 7 199 | 66,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 31 293 | 6,46 | 1 046 | 14,95 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9 528 | 0,40 | 319 | 8,16 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 29 780 | 64,43 | 996 | 77,36 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 237 715 | 2 113,77 | 7 949 | 2 294,28 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 6 850 | 229 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 344 272 | 25,35 | 11 513 | 35,31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 207 565 | 208,62 | 74 | 231,82 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 134 649 | 2,51 | 4 503 | 10,64 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 675 | 0,60 | 223 | 8,78 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 158 837 | 18,21 | 5 312 | 27,61 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 106 568 | 19,67 | 3 564 | 29,19 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 93 100 | 3 113 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 11 394 | 50,75 | 381 | 62,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 530 | 218 | ||||||
| 2025-08-14 | 13F | Clg Llc | 92 348 | 125,22 | 3 088 | 143,15 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 620 | 0,86 | 255 | 8,55 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 39 538 | 25,39 | 1 322 | 35,45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 55 705 | 27,74 | 1 863 | 37,93 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 93 389 | 32,24 | 3 123 | 42,75 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 444 | 1,83 | 15 | 7,69 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 16 631 | 5,96 | 556 | 14,40 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 30 785 | 3,83 | 1 029 | 12,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 265 893 | 40,89 | 8 891 | 52,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 203 993 | 3,58 | 6 822 | 11,80 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64 442 | 35,59 | 2 155 | 46,33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 82 545 | 76,79 | 2 760 | 90,87 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 28 694 | 69,85 | 960 | 83,37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 459 776 | 125,94 | 15 375 | 143,88 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9 166 | 307 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 184 414 | 8,68 | 6 167 | 17,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 210 471 | 16,47 | 7 038 | 25,72 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2 707 404 | 24,39 | 90 536 | 34,27 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 16 433 | 7,70 | 550 | 16,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51 829 | 14,97 | 1 733 | 24,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 436 456 | 37,28 | 14 595 | 48,19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 89 959 | 6,48 | 3 008 | 14,94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 533 507 | 1,59 | 51 281 | 9,66 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 164 745 | 18,93 | 5 509 | 28,38 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 194 959 | 6 519 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 49 998 | 54,59 | 1 672 | 66,93 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 5 993 | 200 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 108 068 | 8,57 | 3 614 | 17,19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 402 025 | 9,23 | 80 324 | 17,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 821 | 225,92 | 195 | 252,73 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 372 | 106,94 | 46 | 125,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18 078 | 6,66 | 605 | 15,05 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 93 507 | 28,06 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 304 914 | 10 196 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 75 663 | 1 024,26 | 2 529 | 1 158,21 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 112 179 | 27,12 | 4 | 50,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 140 219 | 31,55 | 138 449 | 42,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 61 621 | 2 061 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 94 682 | 52,48 | 3 166 | 64,64 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 12 173 | 22,00 | 411 | 32,69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 490 | 101,14 | 518 | 117,65 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 18 124 | 1,73 | 606 | 9,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24 225 | 23,00 | 810 | 32,79 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 385 | 214 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 132 554 | 25,74 | 4 433 | 35,74 | ||||
| 2025-07-29 | 13F | Creekside Partners | 12 456 | 417 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 706 202 | 24,75 | 24 | 35,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 796 522 | 3,42 | 60 543 | 12,50 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 23 733 | 794 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 336 809 | 13,43 | 11 263 | 22,43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 544 | 61,09 | 754 | 73,90 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 683 | 289,81 | 324 | 319,48 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 9 916 | 110,58 | 332 | 128,28 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 20 073 | 50,45 | 671 | 62,47 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 25 006 | 18,18 | 836 | 27,63 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 18 220 | 609 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 19 984 | 11,18 | 673 | 30,93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81 796 | 20,32 | 2 735 | 29,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 744 688 | 12,21 | 58 342 | 21,12 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 155 280 | 41,37 | 5 193 | 52,62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 87 584 | 42,44 | 2 929 | 53,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 668 | 758 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 29 | 1 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 435 176 | 30,55 | 14 552 | 40,93 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 261 722 | 563,04 | 8 752 | 616,12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 783 | 327 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 666 | 9,12 | 156 | 19,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26 163 | 26,27 | 875 | 36,35 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 16 032 | 18,81 | 536 | 28,23 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 30 925 | 56,34 | 1 034 | 68,95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 439 413 | 56,41 | 14 694 | 68,84 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 85 482 | 48,78 | 2 859 | 60,56 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 89 923 | 353,79 | 3 007 | 390,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 83 082 | 237,25 | 2 778 | 264,09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 071 | 21,06 | 303 | 30,60 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 15 918 | 532 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13 665 | 17,62 | 457 | 27,02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 173 | 22,00 | 407 | 31,72 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 156 919 | 0,29 | 4 907 | 1,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110 417 | 439,12 | 3 692 | 482,33 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 66 782 | 2 233 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 79 312 | 9,60 | 2 652 | 18,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 644 046 | 103,28 | 21 537 | 119,42 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 173 825 | 9,23 | 5 813 | 17,89 | ||||
| 2025-08-14 | 13F | Acas, Llc | 127 742 | 9,35 | 4 353 | 19,92 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 131 834 | 316,20 | 4 409 | 349,34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 310 430 | 69,54 | 10 | 100,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 810 | 28,40 | 830 | 38,63 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 8 120 | 4,09 | 272 | 12,45 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 19 521 | 1,50 | 653 | 9,58 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 91 327 | 23,10 | 3 054 | 32,90 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 271 820 | 3,49 | 9 090 | 14,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 636 062 | 5,62 | 55 | 14,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 106 710 | 32,59 | 3 568 | 43,12 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 367 032 | 4 825,94 | 12 274 | 5 236,09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 263 062 | 11,33 | 8 797 | 20,16 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 183 381 | 24,83 | 6 162 | 34,87 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 66 782 | 4,39 | 2 233 | 12,72 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 069 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 560 777 | 6,75 | 18 752 | 15,22 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 6 392 | 214 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 448 979 | 35,32 | 249 094 | 46,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 100 967 | 35,03 | 3 376 | 45,77 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 153 168 | 23,59 | 5 122 | 33,39 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 351 | 247 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 182 165 | 11,98 | 6 092 | 21,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 545 | 194,24 | 754 | 217,72 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16 578 | 61,47 | 554 | 74,21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 838 766 | 75,56 | 61 488 | 89,50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 355 793 | 78,57 | 11 898 | 92,76 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 49 010 | 26,71 | 1 639 | 36,73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9 176 | 20,72 | 307 | 30,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58 702 | 38,02 | 1 963 | 48,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11 695 | 391 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16 144 | 30,73 | 540 | 41,10 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6 280 | 210 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 27 604 | 4 700,70 | 921 | 5 317,65 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 12 541 | 419 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 7 955 | 266 |
