Grundlæggende statistik
| Institutionelle ejere | 168 total, 168 long only, 0 short only, 0 long/short - change of 1,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1190 % - change of -16,36% MRQ |
| Institutionelle aktier (lange) | 13.243.132 (ex 13D/G) - change of -1,60MM shares -10,77% MRQ |
| Institutionel værdi (lang) | $ 336.146 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF (US:IBMN) har 168 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 13,243,132 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Us Bancorp \de\, Kathmere Capital Management, LLC, GWM Advisors LLC, Wells Fargo & Company/mn, LPL Financial LLC, Integrated Wealth Concepts LLC, Morgan Stanley, Lido Advisors, LLC, and Leavell Investment Management, Inc. .
iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN) 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 17, 2025 is 26,79 / share. Previously, on September 18, 2024, the share price was 26,67 / share. This represents an increase of 0,45% 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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 35.362 | 0,00 | 945 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32.659 | 5.083,97 | 874 | 5.362,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 201 | 5 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 20.500 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 3.700 | 0,00 | 99 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 36.032 | -18,58 | 964 | -18,51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 312.295 | 12,62 | 8.358 | 12,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 50.371 | 8,28 | 1.348 | 8,36 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 31.370 | -0,98 | 840 | -0,94 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 53.617 | 4,98 | 1.435 | 4,98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 169.978 | -33,80 | 5 | -33,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 32.267 | 864 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 12.573 | 0,00 | 336 | 0,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9.006 | 0,00 | 241 | 0,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.236 | 729 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 46.692 | 17,62 | 1.250 | 17,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.945 | -31,55 | 239 | -31,52 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 133.869 | -5,63 | 3.583 | -5,59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 141 | 0,71 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 11.950 | 0,00 | 320 | 0,00 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 39.409 | -2,32 | 1.055 | -2,32 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 471 | 0,00 | 13 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 61.770 | 2,35 | 1.653 | 2,42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 91.837 | -11,01 | 2.458 | -10,98 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10.702 | 0,05 | 286 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 103.098 | -0,15 | 2.759 | -0,11 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 15.037 | 402 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 15.060 | -15,80 | 403 | -15,69 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 7.614 | 0,00 | 204 | 0,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 103.195 | 34,13 | 2.761 | 34,22 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9.832 | 263 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 752 | 0,00 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19.601 | -0,16 | 525 | -0,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 409.968 | 14,39 | 10.972 | 14,45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91.055 | 9,55 | 2.437 | 9,58 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 15.160 | 0,00 | 406 | 0,00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4.173 | 0,00 | 112 | 0,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9.361 | 0,00 | 251 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63.632 | -1,73 | 1.703 | -1,73 | ||||
| 2025-08-08 | 13F | Creative Planning | 18.872 | 0,00 | 505 | 0,20 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4.495 | 0,00 | 120 | 0,00 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 33.753 | 0,00 | 903 | 0,11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 301.659 | -1,48 | 8.073 | -1,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.953 | 70,87 | 52 | 73,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 412.808 | -0,86 | 11.048 | -0,81 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 156.257 | -9,54 | 4.182 | -9,50 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 17.212 | 4,35 | 461 | 4,31 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11.693 | 0,00 | 313 | 0,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 30.020 | 0,00 | 803 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63.696 | 15,76 | 1.705 | 15,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38.218 | -1,41 | 1.023 | -1,35 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 27.240 | 0,15 | 729 | 0,28 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 56.526 | 0,00 | 1.513 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 13.000 | -0,52 | 348 | -0,57 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 22.268 | 6,71 | 596 | 6,63 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14.037 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 115.771 | 6,55 | 3.098 | 6,61 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10.468 | 0,00 | 280 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 281.521 | -3,33 | 7.535 | -3,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32.428 | 1,35 | 868 | 1,40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76.534 | 6,74 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 924 | 0,00 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 244.908 | -6,94 | 7 | -14,29 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7.954 | 213 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 7.665 | 0,00 | 205 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 111.999 | -4,85 | 2.997 | -4,83 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 16.993 | -3,84 | 455 | -3,81 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 12.876 | 17,02 | 345 | 17,01 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17.307 | 0,01 | 462 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 29.829 | -2,05 | 798 | -1,97 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 76.769 | 2.055 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 21.900 | 0,00 | 586 | 0,17 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49.124 | -28,65 | 1.315 | -28,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48.356 | 1,66 | 1.294 | 1,73 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27.099 | 725 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 763 | -55,17 | 20 | -55,56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 34.594 | -3,51 | 925 | -3,04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101.835 | 5,22 | 2.725 | 5,25 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 13.269 | -4,32 | 355 | -4,05 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15.238 | 3,99 | 408 | 4,36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3.050 | 0,00 | 82 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29.650 | 35,01 | 794 | 35,09 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 16.239 | 0,00 | 435 | 0,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 110 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48.291 | 18,35 | 1.292 | 18,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.574.839 | -6,00 | 42.148 | -5,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14.596 | -6,05 | 391 | -6,02 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 480.900 | 12,05 | 12.871 | 12,11 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20.771 | 0,00 | 556 | 0,18 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.106 | 3,57 | 351 | 3,55 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 55.804 | 1,33 | 1.494 | 1,36 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 24.617 | -0,50 | 659 | -0,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8.354 | 15,16 | 224 | 14,95 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 2.093 | 10,51 | 56 | 10,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 334.113 | -1,76 | 8.942 | -1,70 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 92.253 | -4,16 | 2.469 | -4,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 257.758 | -22,46 | 6.899 | -22,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 77.455 | -5,94 | 2.073 | -5,90 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34.912 | -3,11 | 934 | -3,01 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 255.312 | 7,57 | 6.833 | 7,62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 32.817 | 59,93 | 878 | 60,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 295.034 | -65,68 | 7.896 | -65,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28.267 | 137,82 | 1 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 68 | 2 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6.885 | -5,56 | 184 | -5,64 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7.757 | 208 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13.588 | 0,08 | 364 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55.022 | 381,26 | 1.472 | 383,88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10.180 | 0,00 | 272 | 0,00 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 7.499 | 0,00 | 201 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 161.350 | 8,54 | 4.318 | 8,60 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 163.749 | 11,79 | 4.383 | 11,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 267.053 | -67,44 | 7.147 | -67,43 | ||||
| 2025-05-14 | 13F | Nestegg Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 19.538 | 0,55 | 523 | 0,58 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 9.606 | -29,45 | 257 | -29,40 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 102.565 | 1,18 | 2.745 | 1,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129.305 | -14,09 | 3.460 | -14,06 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 43.045 | -1,97 | 1.152 | -1,87 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 52.804 | -15,05 | 1.413 | -14,98 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.089 | 29 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 13.204 | 0,00 | 353 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 297.321 | 0,53 | 7.957 | 0,58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32.341 | 228,54 | 866 | 228,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.523 | 0,40 | 41 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.545 | 21,50 | 282 | 21,55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 43.483 | 17,90 | 1.164 | 17,95 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 38.390 | -54,06 | 1.027 | -54,05 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 11.583 | 0,00 | 310 | 0,32 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 38.293 | 3,16 | 1.025 | 3,23 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 116.622 | 8,11 | 3.121 | 8,18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 30.013 | 803 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 300 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14.026 | 0,31 | 375 | 0,27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10.000 | 0,00 | 268 | 0,00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 8.162 | -0,49 | 218 | -0,46 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 81.020 | -1,44 | 2.168 | -1,36 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 297.937 | -7,65 | 7.974 | -7,61 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 17.280 | -60,40 | 462 | -60,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 67.947 | 9,01 | 1.818 | 9,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.699 | 2,35 | 72 | 2,86 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 114.986 | 0,00 | 3.077 | 0,07 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 113.000 | 0,00 | 3.024 | 0,07 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 22.710 | 0,00 | 608 | 0,00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 16.483 | 441 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 51.459 | -0,67 | 1.377 | -0,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 30 | -54,55 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8.052 | -25,71 | 216 | -25,61 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8.500 | 227 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253.922 | 2,11 | 6.796 | 2,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.079 | 7,02 | 216 | 7,46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8.599 | 0,00 | 230 | 0,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 65.064 | 0,35 | 1.740 | 0,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16.467 | 3,46 | 441 | 3,53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 274.808 | 0,09 | 7.355 | 0,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18.478 | 22,83 | 495 | 22,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 322.413 | -28,09 | 8.629 | -28,06 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 504.558 | -4,21 | 13.504 | -4,16 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 0,00 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 16.760 | 0,00 | 449 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10.719 | -43,07 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 90.910 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 28.148 | 0,00 | 753 | 0,13 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19.095 | 15,83 | 511 | 16,14 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25.255 | 0,60 | 676 | 0,60 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 561.986 | -6,60 | 15.041 | -6,55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14.027 | 375 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24.709 | -0,41 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 33.360 | 156,60 | 893 | 157,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 46.100 | 0,54 | 1.234 | 0,57 |
