Grundlæggende statistik
Institutionelle ejere | 156 total, 156 long only, 0 short only, 0 long/short - change of 9,03% MRQ |
Gennemsnitlig porteføljeallokering | 0.4440 % - change of -4,61% MRQ |
Institutionelle aktier (lange) | 57.958.757 (ex 13D/G) - change of 7,04MM shares 13,83% MRQ |
Institutionel værdi (lang) | $ 932.490 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF (US:BSCV) har 156 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 57,958,757 aktier. Største aktionærer omfatter Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Raymond James Financial Inc, Morgan Stanley, LPL Financial LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Hengehold Capital Management Llc, Invesco Ltd., Wells Fargo & Company/mn, and Atlantic Union Bankshares Corp .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF (NasdaqGM:BSCV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 15, 2025 is 16,83 / share. Previously, on September 16, 2024, the share price was 16,79 / share. This represents an increase of 0,24% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Eastern Bank | 22.373 | -80,52 | 370 | -80,30 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 48 | 1 | ||||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Davis R M Inc | 89.989 | 23,58 | 1.488 | 25,27 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 50.546 | 77,30 | 841 | 81,03 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 365.231 | 9,47 | 6.037 | 10,95 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 23.347 | -5,39 | 386 | -4,23 | ||||
2025-05-15 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 2.062.293 | 99,03 | 34.090 | 101,72 | ||||
2025-08-11 | 13F | Mindset Wealth Management, Llc | 11.470 | 190 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2.920.697 | 8,00 | 48.279 | 9,46 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 15.781 | 1,23 | 261 | 2,36 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2.389 | 39 | ||||||
2025-08-05 | 13F | Ellevest, Inc. | 100.843 | 2,01 | 1.667 | 3,35 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 80.375 | 12,73 | 1.329 | 14,29 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 6.617 | -25,64 | 109 | -24,83 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23.272 | 1,11 | 385 | 2,40 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 518.421 | 8.569 | ||||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23.549 | 27,64 | 389 | 29,67 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 73.600 | -26,92 | 1 | 0,00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 20.130 | 0,00 | 333 | 1,22 | ||||
2025-08-12 | 13F | Fca Corp /tx | 44.086 | 2,37 | 729 | 3,70 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86.788 | 138,93 | 1.435 | 142,23 | ||||
2025-07-28 | 13F | Tlwm | 63.041 | -13,20 | 1.042 | -11,99 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74.073 | 30,92 | 1.224 | 32,75 | ||||
2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7.736.496 | 9,52 | 126.492 | 11,08 | ||||
2025-04-23 | 13F | Field & Main Bank | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 131.339 | 19,45 | 2.171 | 21,08 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 33.298 | 8,48 | 550 | 10,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9.159.336 | 20,62 | 151.404 | 22,25 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21.403 | 3,87 | 354 | 5,06 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 15.366 | 0,00 | 254 | 1,60 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 37.231 | 0,14 | 615 | 1,49 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 589.776 | 11,41 | 10 | 12,50 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 389.625 | 1,56 | 6.441 | 2,92 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 12.619 | 0,00 | 209 | 1,46 | ||||
2025-07-23 | 13F | Waycross Investment Management Co | 396.930 | -1,52 | 6.561 | -0,18 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 39.268 | 54,46 | 649 | 56,76 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 136.106 | 3,71 | 2.250 | 5,09 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 854.762 | 7,84 | 14.129 | 9,30 | ||||
2025-07-18 | 13F | Truist Financial Corp | 36.181 | 7,31 | 598 | 8,93 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 700 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 416.568 | 5,51 | 6.886 | 6,93 | ||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 29.165 | 5,87 | 482 | 7,35 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 18.484 | -62,50 | 304 | -62,27 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 121.536 | 4,57 | 2.009 | 5,96 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 30.425 | 78,59 | 503 | 81,23 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 98.534 | 2,36 | 1.629 | 3,76 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 184.988 | 5,45 | 3.058 | 6,85 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.575 | 2,67 | 26 | 8,33 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 1.289 | -5,50 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 95.558 | 2 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.720.974 | 14,69 | 28.448 | 16,23 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.197 | 0,00 | 20 | 0,00 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 156.677 | -1,06 | 2.590 | 0,27 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13.186 | 1,24 | 218 | 2,36 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156.132 | 4,42 | 2.573 | 5,54 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 5.351 | 0,00 | 88 | 1,15 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 13.439 | 4,11 | 222 | 5,71 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 12.000 | 198 | ||||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 25.304 | 8,87 | 418 | 10,29 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.011 | 1,24 | 50 | 2,08 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 531.095 | 14,86 | 8.779 | 16,40 | ||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 77.549 | 4,19 | 1.282 | 5,61 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 261.471 | 11.403,34 | 4.322 | 11.581,08 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 10.100 | 0,00 | 167 | 1,22 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Ironwood Financial, llc | 23.385 | 0,00 | 381 | 0,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.420 | -99,70 | 40 | -99,70 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 84.528 | 0,76 | 1.397 | 2,12 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 86.142 | 1,24 | 1.424 | 2,60 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 16.162 | 11,45 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 33.659 | 0,00 | 556 | 1,46 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.557.892 | 4,87 | 42.282 | 6,28 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 3.254 | 0,00 | 54 | 0,00 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 18.893 | 312 | ||||||
2025-08-07 | 13F | SFE Investment Counsel | 33.195 | 549 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 34.743 | 52,71 | 574 | 54,72 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 27.255 | 12,41 | 451 | 13,92 | ||||
2025-08-13 | 13F | Farnam Financial LLC | 135.393 | 28,37 | 2.238 | 30,12 | ||||
2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 24.586 | -3,03 | 406 | -1,69 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.014.341 | 14,41 | 16.767 | 15,96 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 145.047 | 2.398 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17.511 | 0,16 | 289 | 1,40 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16.946 | -2,96 | 280 | -1,41 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 603.837 | 1,04 | 9.981 | 2,40 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12.068 | -0,40 | 199 | 1,02 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 18.037 | 0,00 | 298 | 1,36 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66.875 | -4,59 | 1 | 0,00 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 13.189 | 13,19 | 218 | 14,74 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 4.007 | 66 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 50 | 1 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 288.173 | -24,00 | 4.764 | -22,98 | ||||
2025-08-14 | 13F | Colony Group, LLC | 17.568 | 290 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.233 | 0,00 | 103 | 1,98 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 10.249 | 124,27 | 169 | 128,38 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 75.229 | 14,83 | 1.244 | 16,39 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 32.545 | 0,00 | 538 | 1,32 | ||||
2025-08-12 | 13F | Heritage Trust Co | 16.061 | 265 | ||||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 602.950 | 0,89 | 9.967 | 2,25 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 33.676 | 35,00 | 549 | 38,29 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6.240 | 0,00 | 103 | 1,98 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 862.490 | 6,33 | 14.257 | 7,76 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 118.262 | 19,66 | 1.955 | 21,29 | ||||
2025-04-11 | 13F | Davis Capital Management | 3.124 | -1,05 | 51 | 0,00 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 20.420 | 0,00 | 338 | 1,20 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 16.800 | 3,11 | 278 | 4,53 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 305.772 | 26,83 | 5.036 | 28,08 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35.161 | 135,29 | 581 | 139,09 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 282.516 | -1,14 | 4.670 | 0,19 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 153.435 | 4,53 | 2.536 | 5,93 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 185.678 | 39,13 | 3.069 | 41,04 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 61.286 | 22,83 | 1.013 | 24,60 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 14.942 | 48,53 | 247 | 50,00 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 472.144 | 23,83 | 7.805 | 25,51 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 142.438 | 12,49 | 2.355 | 13,94 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 173.941 | -0,26 | 2.875 | 1,09 | ||||
2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 2.198 | 0,00 | 36 | 2,86 | ||||
2025-07-25 | 13F | Cwm, Llc | 165 | 0 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.603 | 43 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39.935 | 660 | ||||||
2025-08-14 | 13F | Redwood Financial Network Corp | 12.883 | 10,24 | 213 | 11,58 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 72.687 | 0,24 | 1.202 | 1,61 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3.468.469 | 3,72 | 57.334 | 5,12 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 306.276 | 8,04 | 5 | 25,00 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 297.073 | 5,65 | 4.911 | 7,09 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 360.661 | 7,17 | 5.962 | 8,60 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 96.848 | -7,97 | 1.601 | -6,76 | ||||
2025-08-05 | 13F | Huntington National Bank | 928 | 42,62 | ||||||
2025-08-13 | 13F | Invesco Ltd. | 1.814.358 | 27,31 | 29.991 | 29,03 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 80.143 | 6,27 | 1.325 | 7,64 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 290.810 | 8,02 | 5 | 0,00 | ||||
2025-08-12 | 13F | Kaye Capital Management | 518.421 | -15,61 | 8.569 | -14,47 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 152.261 | 6,08 | 2.517 | 7,52 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 107.039 | 4,49 | 1.769 | 5,93 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 89.531 | 0,97 | 1.480 | 2,28 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 80.578 | 103,59 | 1.332 | 106,36 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Independence Bank of Kentucky | 68.340 | 4,18 | 1.130 | 5,61 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 1.231.957 | -1,34 | 20.364 | -0,01 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 305.600 | 106,35 | 5.052 | 109,15 | ||||
2025-08-12 | 13F | MAI Capital Management | 366.505 | 18,09 | 6.058 | 19,70 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 1.037.074 | 20,43 | 17.143 | 22,05 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16.530 | 1 | ||||||
2025-08-06 | 13F/A | Headland Capital, LLC | 1.037.817 | 4,12 | 17.155 | 5,53 | ||||
2025-08-14 | 13F | UBS Group AG | 1.088.844 | 6,07 | 17.999 | 7,50 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.658.455 | 8,69 | 27.411 | 10,16 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 10.600 | 175 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 13.856 | 0,62 | 229 | 2,23 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2.597.465 | 41,83 | 42.936 | 43,74 | ||||
2025-08-14 | 13F | Fmr Llc | 27 | -3,57 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 3.882 | 0,00 | 64 | 1,59 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 61.376 | 5,39 | 1.015 | 7,76 | ||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1.092.697 | -9,73 | 18.062 | -8,51 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14.420 | 2,57 | 238 | 3,93 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 12.425 | 205 | ||||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 37.973 | 27,44 | 628 | 31,17 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 69.376 | 5,41 | 1.147 | 6,80 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17.634 | 110,05 | 291 | 113,97 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 188.958 | -2,59 | 3.123 | -1,26 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48.255 | -1,25 | 798 | 0,00 |