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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 119 | −2,17 | 231 | 14,36 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 112 | −8,53 | 230 | 6,48 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class 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 | 374 376 | −1,09 | 36 419 | −8,95 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 107 | −91,24 | 10 | −90,38 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 7 138 | −2,77 | 779 | 13,25 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 295 | −1,07 | 796 | 15,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 429 435 | −3,27 | 46 860 | 12,69 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 35 401 | −9,98 | 3 863 | 4,89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 30 342 | −5,97 | 3 311 | 9,53 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 28 578 | −0,08 | 3 118 | 16,43 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 026 | −0,81 | 1 640 | 15,59 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 126 687 | −1,33 | 13 824 | 14,94 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 296 786 | −0,58 | 32 385 | 15,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class 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 | 362 249 | −5,53 | 35 240 | −13,04 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 24 233 | −4,66 | 2 644 | 11,09 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 107 | −86,81 | 12 | −86,25 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 34 870 | −54,39 | 3 805 | −49,68 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 12 189 | −20,98 | 1 330 | −7,89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 79 | −30,70 | 9 | −20,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 002 | −15,03 | 218 | −0,91 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 137 273 | −1,60 | 14 979 | 14,63 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 644 | −82,41 | 398 | −79,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 51 546 | −47,04 | 5 625 | −38,31 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 770 | −31,20 | 302 | −19,89 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 3 877 | −13,48 | 423 | 0,95 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5 429 | −33,57 | 592 | −22,61 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 783 232 | −12,27 | 85 466 | 2,20 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 599 | −13,98 | 393 | 0,26 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 587 960 | −1,86 | 64 158 | 14,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 629 | −52,97 | 178 | −45,37 | ||||
| 2025-04-24 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 62 890 | −8,70 | 6 863 | 6,35 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 3 021 | −50,32 | 330 | −42,18 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 |
