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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | Royal Bank Of Canada | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35 400 | −2,82 | 1 143 | 9,17 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 7 583 | −4,80 | 245 | 7,02 | ||||
2025-08-14 | 13F | Fmr Llc | 366 | −34,05 | 12 | −26,67 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 20 | −94,08 | 1 | −100,00 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 462 | −6,59 | 144 | 5,11 | ||||
2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 659 | −35,25 | 0 | |||||
2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 118 577 | −7,24 | 3 829 | 4,22 | ||||
2025-08-06 | 13F | Christian Investment Advisors, Inc. | 310 648 | −22,36 | 10 032 | −10,93 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 19 375 | −9,35 | 626 | 1,79 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 7 528 | −5,88 | 243 | −0,82 | ||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 11 663 | −2,34 | 377 | 9,62 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 52 994 | −0,98 | 1 711 | 11,25 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 348 644 | −4,72 | 11 307 | 7,47 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 19 374 | −9,35 | 626 | 1,79 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 7 496 | −41,81 | 242 | −34,59 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 17 236 | −33,31 | 557 | −25,17 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 587 | −0,56 | 503 | 11,78 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 31 821 | −7,71 | 1 028 | 13,61 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 249 | −31,56 | 202 | −23,28 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 10 028 | −1,00 | 0 | |||||
2025-07-17 | 13F | XY Planning Network, Inc. | 102 192 | −9,97 | 3 300 | 1,13 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 96 971 | −5,28 | 3 132 | 6,39 |