Grundlæggende statistik
Institutionelle ejere | 139 total, 139 long only, 0 short only, 0 long/short - change of -2,80% MRQ |
Gennemsnitlig porteføljeallokering | 0.3661 % - change of 18,47% MRQ |
Institutionelle aktier (lange) | 16.552.628 (ex 13D/G) - change of 0,14MM shares 0,85% MRQ |
Institutionel værdi (lang) | $ 826.449 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June (US:FJUN) har 139 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,552,628 aktier. Største aktionærer omfatter BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, Signal Advisors Wealth, LLC, Foguth Wealth Management, LLC., Advisor Group Holdings, Inc., Keystone Wealth Services, LLC, and LPL Financial LLC .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June (BATS:FJUN) 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 8, 2025 is 55,31 / share. Previously, on September 9, 2024, the share price was 48,75 / share. This represents an increase of 13,46% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
---|---|---|---|---|---|---|---|---|
2025-07-21 | FIRST TRUST PORTFOLIOS LP | 11,403,949 | 10,702,092 | -6.15 | 62.04 | -2.35 |
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.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F/A | Barclays Plc | 2.578 | -10,95 | 0 | |||||
2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4.300 | 0,00 | 231 | 7,48 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 24.032 | 1,76 | 1.290 | 9,42 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 14.593 | 3,73 | 1 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3.750 | 0,00 | 201 | 7,49 | ||||
2025-08-14 | 13F | LM Advisors LLC | 44.186 | 700,76 | 2 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5.678 | -24,10 | 305 | -18,72 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.252 | 0,00 | 389 | 7,76 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 4.367 | -3,02 | 236 | 4,44 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.092 | 273 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3.404 | 0 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 20.165 | 42,45 | 1.082 | 53,26 | ||||
2025-08-14 | 13F | Comerica Bank | 427 | 0,00 | 23 | 4,76 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4.761 | 0,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | McCarthy & Cox | 30.572 | 0,00 | 1.641 | 7,54 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9.442 | -12,78 | 507 | -6,30 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8.575 | -10,32 | 460 | -3,56 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.290 | 4,21 | 314 | 0,97 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 35.389 | -5,02 | 1.899 | 2,21 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 210.574 | 25,01 | 11.198 | 33,25 | ||||
2025-05-01 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7.814 | 0,00 | 419 | 7,71 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 12.243 | -0,41 | 657 | 6,66 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7.846 | 44,71 | 421 | 55,93 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Allen Capital Group, LLC | 3.769 | 202 | ||||||
2025-07-25 | 13F | Cwm, Llc | 183.615 | 8,15 | 10 | 12,50 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7.952 | -9,68 | 427 | -2,96 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42.159 | 32,56 | 2.263 | 42,62 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 163.286 | -48,58 | 8.764 | -44,68 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 1.686 | -34,83 | 90 | -30,23 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4.245 | 0,00 | 228 | 7,58 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 5.046 | -64,58 | 271 | -61,97 | ||||
2025-08-12 | 13F | Change Path, LLC | 24.137 | -79,40 | 1.295 | -77,84 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 76.563 | -13,20 | 4 | 0,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96.631 | -1,70 | 5 | 25,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 9.001 | -48,55 | 483 | -44,61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 6.814 | -3,99 | 366 | 3,11 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2.841 | 152 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 33.185 | 0,49 | 1.781 | 8,14 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 81 | -42,14 | 4 | -33,33 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 204.416 | 10,56 | 10.971 | 18,94 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 19.471 | 0,00 | 1.045 | 4,50 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71.907 | -3,85 | 3.859 | 3,46 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 8.541 | 458 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 111.850 | 2,74 | 6.003 | 10,51 | ||||
2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 25.046 | 0,00 | 1.344 | 7,61 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 30.293 | 0,18 | 1.626 | 7,76 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 493 | 0,00 | 26 | 8,33 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 10.509 | 0,00 | 564 | 7,63 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 59.391 | 12,50 | 3.188 | 21,04 | ||||
2025-08-12 | 13F | Archer Investment Corp | 9.681 | -0,45 | 520 | 7,01 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 4.194 | -77,56 | 209 | -78,23 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12.081 | 7,02 | 648 | 15,10 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp 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 | 10.573.738 | 1,98 | 550.045 | 1,85 | ||||
2025-07-16 | 13F | Novem Group | 14.690 | 4,26 | 788 | 12,25 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 7.500 | 403 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 33.720 | -13,68 | 1.810 | -7,14 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 4.806 | -29,39 | 258 | -24,19 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10.864 | 583 | ||||||
2025-08-14 | 13F | Mariner, LLC | 135.855 | -2,05 | 7.291 | 5,38 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4.966 | 1,22 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11.829 | 18,73 | 635 | 27,57 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.090 | -16,15 | 58 | -9,37 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 4.439 | -0,89 | 238 | 6,73 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 66.954 | -1,92 | 3.593 | 5,52 | ||||
2025-05-07 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 4.809 | -32,96 | 258 | -27,73 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 8.255 | -1,29 | 443 | 6,24 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 700 | 0,00 | 38 | 8,82 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.295 | 1,09 | 1 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25.307 | -16,42 | 1.358 | -10,07 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 11.096 | -9,44 | 596 | -2,62 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 60.593 | 7,88 | 3.252 | 16,06 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 221.547 | 88,95 | 11.890 | 103,28 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 7.262 | 7,70 | 390 | 15,77 | ||||
2025-08-04 | 13F | Assetmark, Inc | 171.555 | 32,14 | 9.207 | 42,17 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 31.793 | 3,87 | 1.706 | 11,80 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26.263 | 1.410 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 6.572 | -10,39 | 353 | -3,56 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 184.914 | 7,18 | 9.924 | 15,30 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 4.178 | 0,00 | 224 | 7,69 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 16.628 | 8,79 | 892 | 18,15 | ||||
2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 722.956 | 2,49 | 37.608 | 2,36 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 4.663 | -7,04 | 0 | |||||
2025-07-29 | 13F | Swmg, Llc | 12.178 | 0,00 | 664 | 10,32 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 4.280 | -9,51 | 214 | -12,35 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4.710 | 253 | ||||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5.970 | -1,65 | 320 | 5,96 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 15.590 | -5,15 | 837 | 1,95 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34.158 | 6,09 | 1.833 | 14,13 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 43.959 | 51,61 | 2.359 | 63,14 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 340.189 | -1,22 | 18 | 5,88 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 25.131 | 38,77 | 1.349 | 49,28 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18.119 | -34,30 | 972 | -30,27 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15.502 | 0,00 | 832 | 7,50 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 6.424 | 0,00 | 345 | 7,50 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 16.967 | 176,61 | 911 | 197,39 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 16.628 | 16,30 | 892 | 25,11 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 9.750 | 21,01 | 501 | 24,69 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 19.000 | -10,57 | 1.020 | -3,78 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 64.151 | -2,82 | 3.443 | 4,52 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 10.698 | -2,80 | 574 | 4,55 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 36.213 | -0,69 | 1.944 | 6,82 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6.840 | 3,17 | 367 | 11,21 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 20.651 | -10,24 | 1.108 | -3,40 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27.891 | 4,95 | 1.497 | 12,91 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5.435 | -29,00 | 292 | -23,62 | ||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 265.451 | -51,48 | 14.247 | -47,81 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 969 | 0,00 | 52 | 8,33 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 10.469 | 60,72 | 562 | 73,15 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 16.769 | 126,49 | 900 | 143,90 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4.108 | -34,69 | 220 | -29,71 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 96 | 5 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 63 | -95,94 | 3 | -96,10 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 123.036 | 6.603 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 7.652 | 6,04 | 411 | 13,89 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45.649 | 20,13 | 2.450 | 29,23 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.495 | 0,00 | 80 | 8,11 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.280 | 37,36 | 391 | 47,73 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 5.524 | 0,00 | 296 | 7,64 | ||||
2025-05-14 | 13F | GDS Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 71.859 | -3,85 | 3.857 | 3,43 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 8.088 | 2,61 | 434 | 10,43 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 10.291 | 9,01 | 561 | 20,17 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 245.306 | -2,56 | 13.166 | 4,82 | ||||
2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 63.736 | -4,23 | 3.421 | 3,01 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4.489 | -35,56 | 241 | -30,84 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 47.131 | -5,86 | 2.530 | 1,28 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 4.520 | 244 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 61.643 | 15,57 | 3.323 | 24,89 | ||||
2025-08-04 | 13F | Atria Investments Llc | 115.926 | -21,80 | 6.222 | -15,89 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 7.764 | 4,98 | 417 | 13,04 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 226.891 | 86,18 | 12.177 | 100,31 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1.600 | 0,00 | 86 | 7,59 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1.400 | 0,00 | 75 | 8,70 | ||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 57.656 | -3,72 | 3.094 | 3,58 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 27.673 | 3,51 | 1.485 | 11,40 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 113.560 | -0,15 | 6.095 | 7,40 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 93.083 | 4.996 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 19.677 | -0,86 | 1.056 | 6,67 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12.289 | 12,40 | 660 | 20,92 |