Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Global Assets Advisory, LLC | 4 353 | −68,53 | 207 | −68,01 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 12 763 | −1,57 | 608 | −0,49 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 5 274 | −36,61 | 251 | −35,81 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 166 576 | −8,69 | 7 929 | −7,69 | ||||
2025-08-07 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 194 662 | −14,93 | 9 266 | −14,01 | ||||
2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 273 442 | −13,19 | 13 016 | −12,25 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 164 745 | −30,96 | 7 841 | −30,22 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 87 698 | −6,81 | 4 175 | −5,80 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 31 295 | −1,43 | 1 490 | −0,40 | ||||
2025-04-14 | 13F | Client First Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Secure Asset Management, LLC | 4 845 | −0,39 | 231 | 0,44 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 4 404 | −83,86 | 210 | −83,74 | ||||
2025-07-29 | 13F | Independence Asset Advisors, LLC | 74 698 | −4,26 | 3 556 | −3,21 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 29 657 | −1,55 | 1 412 | −0,49 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 100 | −80,53 | 52 | −80,45 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 29 657 | −19,94 | 1 412 | −20,06 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 36 585 | −44,03 | 1 741 | −43,42 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 17 102 | −45,68 | 814 | −45,07 | ||||
2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Planning Corp | 103 280 | −12,83 | 4 916 | −11,88 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 355 | −2,43 | 2 | 0,00 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 94 193 | −10,38 | 4 484 | −9,42 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25 492 | −8,71 | 1 213 | −7,69 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 200 702 | −2,90 | 9 554 | −1,84 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 44 555 | −23,96 | 2 121 | −23,16 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 28 075 | −0,52 | 1 332 | 1,52 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 7 285 | −2,67 | 347 | −1,70 | ||||
2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | HBW Advisory Services LLC | 9 511 | −13,58 | 453 | −12,74 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 23 429 | −6,49 | 1 111 | −5,85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 187 950 | −4,35 | 8 946 | −3,32 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 37 996 | −14,11 | 1 809 | −13,20 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 152 646 | −7,49 | 7 | 0,00 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 12 183 | −3,42 | 580 | −2,53 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 801 399 | −15,65 | 38 147 | −14,74 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 546 | −0,44 | 692 | 0,73 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 24 543 | −77,09 | 1 168 | −76,84 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 106 732 | −4,74 | 5 080 | −3,70 | ||||
2025-07-29 | 13F | Systelligence, LLC | 137 645 | −20,64 | 6 552 | −19,79 |