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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | MONECO Advisors, LLC | 6 245 | −8,30 | 242 | 5,68 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 149 510 | −19,34 | 5 797 | −7,15 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 123 178 | −0,64 | 4 776 | 6,75 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 143 139 | −3,88 | 5 550 | 10,65 | ||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 37 267 | −9,02 | 1 445 | 4,64 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 36 792 | −6,16 | 1 426 | 8,03 | ||||
2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 410 647 | −27,18 | 15 921 | −16,18 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 9 038 | −3,83 | 350 | 10,76 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 366 | −9,74 | 712 | 3,94 | ||||
2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 26 631 | −22,53 | 1 032 | −2,64 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 21 560 | −27,82 | 836 | −17,00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 82 865 | −55,02 | 3 213 | −48,23 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | RHS Financial, LLC | 45 685 | −46,82 | 1 771 | −38,78 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 227 | −45,80 | 1 | −100,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 236 916 | −1,39 | 9 | 12,50 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 30 948 | −12,06 | 1 200 | 1,18 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10 617 | −11,86 | 412 | 1,48 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 202 | −12,92 | 240 | 0,42 | ||||
2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2 008 | −6,34 | 78 | 16,67 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 20 624 | −54,66 | 800 | −43,05 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2 083 | −14,94 | 81 | 6,67 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 204 | −0,89 | 241 | 14,29 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 486 | −8,97 | 96 | 5,49 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 849 | −64,94 | 459 | −59,67 | ||||
2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 161 595 | −46,72 | 6 265 | −38,66 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 543 | −2,11 | 176 | 12,82 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 15 957 | −8,26 | 619 | 15,30 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 11 194 | −4,08 | 434 | 10,18 | ||||
2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 141 | −89,24 | 471 | −87,64 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 21 555 | −22,92 | 836 | −11,26 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 17 014 | −83,53 | 660 | −81,06 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42 446 | −0,22 | 1 646 | 13,84 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 142 | −4,43 | 393 | 10,08 | ||||
2025-05-14 | 13F/A | Waddell & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 9 038 | −3,83 | 350 | 10,76 | ||||
2025-08-07 | 13F | Allworth Financial LP | 184 | −23,65 | 7 | −12,50 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 9 795 | −20,62 | 393 | −11,69 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 68 887 | −0,57 | 2 671 | 14,44 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 19 511 | −3,00 | 756 | 11,67 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 89 435 | −24,11 | 3 | 0,00 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | White Wing Wealth Management | 58 086 | −3,44 | 2 252 | 10,13 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 97 278 | −0,87 | 4 | 0,00 | ||||
2025-07-31 | 13F | Longview Financial Advisors, Inc. | 25 436 | −2,18 | 986 | 12,69 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 35 328 | −0,29 | 1 370 | 14,75 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 340 583 | −0,01 | 13 204 | 15,11 |