Grundlæggende statistik
| Institutionelle ejere | 144 total, 144 long only, 0 short only, 0 long/short - change of 1,40% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1397 % - change of -1,05% MRQ |
| Institutionelle aktier (lange) | 11.112.600 (ex 13D/G) - change of -0,49MM shares -4,25% MRQ |
| Institutionel værdi (lang) | $ 832.786 USD ($1000) |
Institutionelt ejerskab og aktionærer
Fidelity Covington Trust - Fidelity Quality Factor ETF (US:FQAL) har 144 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,112,600 aktier. Største aktionærer omfatter Fmr Llc, Envestnet Asset Management Inc, Orgel Wealth Management, LLC, High Probability Advisors, LLC, Jpmorgan Chase & Co, Great Lakes Retirement, Inc., Smith Chas P & Associates Pa Cpas, Cetera Investment Advisers, Commonwealth Equity Services, Llc, and Beacon Financial Group .
Fidelity Covington Trust - Fidelity Quality Factor ETF (ARCA:FQAL) 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 April 20, 2026 is 77,99 / share. Previously, on April 21, 2025, the share price was 59,36 / share. This represents an increase of 31,38% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 78.050 | 200,50 | 5.900 | 204,07 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 4.839 | 65,95 | 366 | 68,20 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 3 | 0 | ||||||
| 2026-02-13 | 13F | Biondo Investment Advisors, LLC | 25.373 | 3,15 | 1.918 | 4,35 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 4.054 | 6,40 | 306 | 7,75 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 2.649 | 13,79 | 200 | 23,46 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 15.309 | -0,94 | 1.157 | 0,26 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 900.088 | -1,04 | 65.346 | -4,96 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 10.831 | 1,69 | 819 | 2,89 | ||||
| 2026-02-11 | 13F | CNB Bank | 375 | 0,00 | 28 | 0,00 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 4.149 | 0,00 | 310 | 0,00 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 109.218 | 3.701,53 | 8.256 | 3.757,48 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 4.912 | 0,10 | 371 | 1,37 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 185 | 0,00 | 14 | 8,33 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 266 | 533,33 | 20 | 566,67 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 51.506 | 10,56 | 3.893 | 11,87 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 43.276 | 1,26 | 3.271 | 2,44 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 15.868 | 10,06 | 1.199 | 11,33 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 45.538 | 9,53 | 3.442 | 10,82 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.812 | 0,28 | 439 | 1,86 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 19.231 | -0,01 | 1.437 | 0,00 | ||||
| 2026-02-11 | 13F | Avise Financial Cooperative, Inc. | 2.800 | 212 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 2.733 | 0,00 | 207 | 0,98 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.296 | 312 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 7.293 | -15,61 | 551 | -14,57 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 416 | 31 | ||||||
| 2026-02-02 | 13F | LVZ Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Beverly Hills Private Wealth, LLC | 4.532 | 0,00 | 339 | 0,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 585 | -5,19 | 44 | -4,35 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.228.330 | 6,17 | 92.849 | 7,41 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 121 | 0,00 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 409 | 0,00 | 31 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 53 | 0,00 | 4 | 33,33 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 54 | 4 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.914 | 8,45 | 296 | 9,67 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 109.826 | 1,45 | 8.302 | 2,63 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 3.239 | 0,06 | 245 | 1,24 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 27.553 | -22,69 | 2.000 | -25,73 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 3.049 | 0,23 | 231 | -1,70 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 98 | 7 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 3.986 | 0,00 | 301 | 1,35 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4.762 | -17,28 | 346 | -20,69 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 3.125 | -1,01 | 236 | 0,43 | ||||
| 2026-02-17 | 13F | Creative Planning | 4.055 | 28,89 | 307 | 30,21 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 36.312 | 1,49 | 2.745 | 2,66 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 17.783 | -4,03 | 1.344 | -2,89 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 426 | 0,00 | 32 | 3,23 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 3.470 | -1,76 | 262 | -0,38 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 22.335 | 3,02 | 1.688 | 4,26 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 55.698 | 0,71 | 4.210 | 1,89 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 65.682 | 4,24 | 4.769 | 0,10 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 3.036 | 0,00 | 229 | 1,33 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 13.402 | 15,66 | 720 | -16,88 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 528 | 0,19 | 40 | 0,00 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 4.079 | 2,13 | 308 | 3,36 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 16.911 | 3,08 | 1.278 | 4,33 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 179.903 | 32,89 | 13.599 | 34,43 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.951 | 44,63 | 147 | 47,00 | ||||
| 2026-01-23 | 13F | Capital Investment Counsel, Inc | 2.570 | 194 | ||||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 2.925 | 221 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 247.976 | 0,69 | 18.745 | 1,86 | ||||
| 2026-02-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 808 | 0,00 | 61 | 1,67 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 16.129 | -57,37 | 1.178 | -59,25 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 3.488 | 0,00 | 264 | 1,15 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.490 | -22,41 | 188 | -21,67 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 15.936 | 0,14 | 1.205 | 1,35 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 32.661 | 666,87 | 2.371 | 638,63 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 890 | 0,00 | 67 | 1,52 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 274 | 380,70 | 21 | 400,00 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 119.490 | 0,93 | 9.032 | 2,10 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 283 | 21 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 3.686 | 0,27 | 279 | 1,46 | ||||
| 2026-04-07 | 13F | Eastern Bank | 49 | 0,00 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 149.569 | 0,81 | 11.306 | 102.672,73 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 323 | -82,73 | 24 | -82,73 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.897 | -10,88 | 503 | -13,87 | ||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 10.382 | -5,61 | 785 | -4,51 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 7.557 | 2,98 | 571 | 4,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 14 | 1 | ||||||
| 2025-10-27 | 13F | Hoxton Planning & Management, LLC | 6.578 | 0,00 | 492 | 7,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.726 | 61,29 | 1.069 | 54,93 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 607 | 44 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8.150 | -0,61 | 592 | -4,52 | ||||
| 2026-02-13 | 13F | Lighthouse Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 9.293 | -9,98 | 702 | -8,95 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 3.757 | 0,00 | 284 | 1,07 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 66.236 | 5,95 | 5.007 | 7,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.097 | 0,24 | 158 | 1,28 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 20.016 | 0,14 | 1.513 | 1,34 | ||||
| 2026-02-02 | 13F | Fullerton Advisors, LLC | 44.115 | 3.335 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 51.490 | 1,65 | 3.892 | 2,85 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 3.496 | 0,00 | 254 | -4,17 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 27.458 | -18,10 | 2.076 | -17,17 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.296 | 0,00 | 325 | 1,25 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 242.244 | -1,46 | 18.311 | -0,31 | ||||
| 2026-02-17 | 13F | Fmr Llc | 5.553.739 | -3,51 | 419.807 | -2,38 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 23.117 | 33,59 | 1.747 | 35,11 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 7.190 | -1,20 | 543 | 0,00 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 97 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 6.025 | 455 | ||||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 6.733 | 0,10 | 509 | 1,20 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 2.801 | 0,29 | 212 | 1,44 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 17.071 | 27,59 | 1.290 | 29,13 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 14.103 | 40,31 | 1.066 | 42,13 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 201 | -14,47 | 15 | -17,65 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 439 | 33 | ||||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 834 | 0,00 | 63 | 1,61 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 0 | 0 | ||||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 32.439 | 8,87 | 2.452 | 10,15 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 27.140 | 261,10 | 2.052 | 265,60 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3.689 | 2,13 | 279 | 3,35 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 7.799 | 4,08 | 566 | 0,00 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 29 | 2 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 7.868 | 0,00 | 579 | -2,69 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 546 | 41 | ||||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 3.091 | 0,00 | 234 | 1,30 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 17 | 0,00 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 25.198 | -6,16 | 1.829 | -10,56 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 326.720 | 5,61 | 23.720 | 1,43 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 32.067 | 1,57 | 2.424 | 2,76 | ||||
| 2026-02-03 | 13F | Foronjy Financial Llc | 2.936 | 222 | ||||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 3.678 | -0,19 | 278 | 1,09 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 8.475 | 0,11 | 641 | 1,27 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 37.917 | -2,35 | 2.866 | -1,21 | ||||
| 2026-03-05 | 13F | Bayban | 232 | 18 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 19.958 | 21,30 | 1.509 | 22,70 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 94 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 7.799 | 4,75 | 590 | 5,94 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.943 | -5,73 | 0 | |||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 11.611 | 0,04 | 878 | 1,15 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 21 | 0 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 4.862 | -0,59 | 367 | 0,55 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 166.482 | 12,96 | 12.584 | 14,28 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 4.209 | 0,00 | 318 | 8,53 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 26.813 | -2,53 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 125.799 | -3,83 | 9.514 | -2,20 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 167 | 13 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 182 | -64,24 | 14 | -63,16 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 9.868 | 457 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 10.734 | 2,91 | 811 | 3,97 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 3.040 | 230 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 12.842 | 23,34 | 932 | 18,42 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 274 | 0,00 | 20 | -5,00 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 143.201 | -5,50 | 10.825 | -4,40 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 17.121 | -3,07 | 1.294 | -1,90 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 86.130 | 9,03 | 6.511 | 10,30 |
