Grundlæggende statistik
| Institutionelle ejere | 195 total, 195 long only, 0 short only, 0 long/short - change of 4,26% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5261 % - change of 0,66% MRQ |
| Institutionelle aktier (lange) | 39.520.830 (ex 13D/G) - change of 2,49MM shares 6,72% MRQ |
| Institutionel værdi (lang) | $ 849.439 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF (US:IBTI) har 195 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 39,520,830 aktier. Største aktionærer omfatter Morgan Stanley, Colony Group, LLC, Wells Fargo & Company/mn, Bank Of America Corp /de/, Raymond James Financial Inc, GWM Advisors LLC, Envestnet Asset Management Inc, Stratos Wealth Partners, LTD., Atwood & Palmer Inc, and Horizon Advisory Services, Inc. .
iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF (NasdaqGM:IBTI) 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 22,42 / share. Previously, on September 16, 2024, the share price was 22,60 / share. This represents a decline of 0,78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54.525 | 290,83 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 37.064 | 30,18 | 829 | 30,81 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 1.746 | -4,28 | 39 | -2,50 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 90.992 | 13,40 | 2.035 | 13,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 597.469 | 1,30 | 13 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 920.066 | -7,71 | 20.573 | -7,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.470.514 | 2,11 | 55.241 | 2,61 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 486.873 | 72,00 | 10.886 | 72,85 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 205.412 | 3,61 | 4.593 | 4,13 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 123.858 | 119,97 | 2.769 | 121,17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 94.995 | 3,92 | 2.120 | 4,44 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16.480 | 56,19 | 368 | 57,26 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9.561 | 0,29 | 214 | 0,47 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 99.653 | -3,63 | 2.228 | -3,13 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5.195 | 0,00 | 116 | 1,77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 122.891 | 12,31 | 2.748 | 12,86 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 13.800 | 0,00 | 309 | 0,33 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2.259 | 0,00 | 50 | 2,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18.914 | 41,01 | 423 | 44,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51.720 | 0,66 | 1.156 | 1,14 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 124.988 | 9,00 | 2.795 | 9,53 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 104.079 | 0,19 | 2.327 | 0,69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 174.695 | 6,38 | 3.906 | 6,93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 260.580 | 2,93 | 5.827 | 3,43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 40.461 | -62,66 | 905 | -62,51 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3.314 | 0,00 | 74 | 1,37 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.266.678 | -15,31 | 28.323 | -14,90 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 10.396 | 0,33 | 232 | 0,87 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12.421 | 0,62 | 278 | 1,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 12.358 | 276 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9.910 | 0,18 | 220 | 1,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 88.970 | 15,22 | 1.989 | 15,77 | ||||
| 2025-07-07 | 13F | Trust Co | 472.918 | -3,55 | 10.574 | -3,08 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 4.925 | -31,12 | 110 | -30,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3.358 | 0,09 | 75 | 1,35 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 353.920 | 11,41 | 7.875 | 11.311,59 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 10.205 | 228 | ||||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10.590 | 237 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 802.629 | 2,31 | 17.947 | 2,81 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 23.562 | 1,00 | 527 | 1,35 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14.275 | 46,10 | 319 | 47,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 189.726 | 13,83 | 4.242 | 14,40 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 38.294 | 1,99 | 856 | 2,51 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 10.000 | 224 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 145.592 | 48,75 | 3.255 | 49,24 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29.674 | 11,12 | 664 | 11,62 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 767.440 | 3,48 | 17.160 | 3,98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 268.521 | 69,55 | 6.004 | 70,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2.671.393 | 8,41 | 59.732 | 8,94 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 58.987 | 43,31 | 1.319 | 44,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 983.561 | 42,14 | 21.992 | 42,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.359.691 | 12,41 | 30.403 | 12,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 184.355 | 17,07 | 4.122 | 17,67 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20.716 | 3,13 | 463 | 3,81 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 177.372 | 200,00 | 3.980 | 206,15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.080 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 340.157 | 50,73 | 7.606 | 51,46 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 17.399 | -44,02 | 389 | -43,70 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 62.039 | -9,73 | 1.387 | -9,29 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 104.929 | -1,62 | 2.346 | -1,14 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 292.439 | 14,51 | 6.539 | 15,07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18.544 | 1,00 | 415 | 1,47 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 10.970 | 0,00 | 245 | 0,41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12.315 | 275 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4.529 | 101 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 264.183 | -6,30 | 5.907 | -5,83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 274.200 | 8,69 | 6.135 | 9,22 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 28.942 | 0,00 | 646 | -0,31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 153.765 | 7,95 | 3.438 | 8,49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 21.057 | -0,44 | 471 | 0,00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 180.163 | 35,98 | 4 | 100,00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1.549 | 46,96 | 35 | 47,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 435.921 | 44,39 | 9.747 | 45,11 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2.100 | 0,00 | 47 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11.105 | 248 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 43.588 | 12,15 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12.142 | 31,04 | 271 | 31,55 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 517.987 | 3,72 | 11.525 | 3,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 544.355 | 7,74 | 12.172 | 8,27 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 17.835 | 0,00 | 399 | 0,51 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 907.555 | -19,96 | 20.293 | -19,56 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 353 | 4,14 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 124.018 | 86,80 | 2.773 | 87,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.922 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 20.936 | 0,00 | 468 | 0,65 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 36 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15.850 | 20,59 | 354 | 21,23 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 22.903 | 0,32 | 512 | 0,79 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12.268 | 5,40 | 274 | 6,20 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 841.186 | 1,84 | 18.809 | 2,34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.050 | 0,00 | 68 | 1,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.294 | 59,67 | 74 | 62,22 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14.720 | 33,88 | 329 | 34,84 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 187.490 | 27,56 | 4 | 33,33 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 38.664 | 180,30 | 860 | 184,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.105 | 100,54 | 25 | 100,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 950 | 0,00 | 21 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41.558 | 8,29 | 1 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 132.000 | -13,79 | 3 | -33,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 677.243 | 28,24 | 15.143 | 28,88 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17.107 | 6,51 | 383 | 7,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 289 | 0,00 | 6 | 0,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11.704 | 0,00 | 262 | 0,38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 2.286 | -8,41 | 51 | -7,27 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 204.350 | -22,84 | 4.569 | -22,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40.866 | -67,43 | 914 | -67,29 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 791.883 | 1,73 | 17.706 | 2,23 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32.422 | 2.136,00 | 1 | -96,87 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 83.044 | 14,31 | 1.857 | 14,85 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 99.009 | 0,22 | 2.214 | 0,68 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12.298 | 275 | ||||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 515.238 | 18,29 | 11.521 | 18,87 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 346.647 | -5,62 | 7.751 | -5,15 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11.430 | 0,00 | 256 | 0,39 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1.825 | 0,00 | 41 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15.492 | 0,00 | 346 | 0,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 362.669 | -0,01 | 8.109 | 0,48 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 90.433 | 26,81 | 2.007 | 26,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 116.601 | -0,60 | 2.607 | -0,11 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 74.568 | 25,77 | 1.667 | 26,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40.000 | 894 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 4.218 | -21,09 | 94 | -20,34 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 120.926 | 2.649 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 230.265 | 1,56 | 5 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 52.356 | 19,91 | 1.171 | 20,49 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 750.016 | 8,81 | 16.770 | 9,35 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1.985 | 0,00 | 44 | 0,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9.601 | 0,00 | 215 | 0,47 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.197 | -0,29 | 116 | 0,87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15.820 | 354 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 3.050 | -1,33 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 189 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 217.421 | -5,94 | 4.857 | -5,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.432 | 233 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 69.763 | 0,85 | 1.560 | 1,30 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14.856 | 18,28 | 332 | 19,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 11.862 | 265 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 244.218 | 28,26 | 5.461 | 28,90 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 633.631 | 5,43 | 14.168 | 5,95 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 15.078 | 0,00 | 337 | 0,60 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4.563 | 13,45 | 102 | 14,61 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 488.906 | 2,05 | 10.932 | 2,55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 292.634 | 5,64 | 6.543 | 6,17 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 94.839 | 10,76 | 2.121 | 11,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 227.324 | 4,87 | 5.083 | 5,39 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 24.191 | 0,00 | 541 | 0,37 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3.207 | 4,36 | 72 | 4,41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 26.855 | 0,00 | 600 | 0,50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10.736 | 15,95 | 240 | 16,50 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41.917 | 3,10 | 937 | 3,65 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 131.807 | 2.947 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21.503 | 10,47 | 481 | 10,85 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21.610 | 483 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22.260 | 6,03 | 498 | 6,42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.162 | -81,33 | 26 | -81,88 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 22.183 | 15,02 | 493 | 15,46 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40.506 | 12,62 | 906 | 13,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 465.046 | -6,41 | 10.399 | -5,94 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12.918 | 0,23 | 289 | 0,70 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 9.299 | 3,06 | 208 | 3,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 63 | 0,00 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150.110 | 63,69 | 3.356 | 64,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.279.644 | -4,43 | 73.333 | -3,96 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 127.113 | -4,63 | 2.842 | -4,15 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14.725 | 3,15 | 329 | 3,79 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 250.233 | 1,25 | 5.595 | 1,75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 87.123 | 37,47 | 1.948 | 38,16 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 50.617 | 18,64 | 1.132 | 19,18 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 449 | 10 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 205.773 | 16,58 | 4.601 | 17,16 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 131.807 | 2.947 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.263.583 | 9,61 | 50.614 | 10,15 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 151.843 | 162,95 | 3.395 | 164,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 146.699 | 6,90 | 3.280 | 7,36 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 422.078 | 2,33 | 9.438 | 2,83 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 436.479 | -0,50 | 9.760 | -0,01 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 251.720 | 19,79 | 5.628 | 20,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31.190 | 0,34 | 697 | 0,87 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 566.440 | 102,17 | 12.666 | 103,16 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 123.550 | -43,63 | 2.763 | -43,36 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 384.268 | 4,74 | 8.592 | 5,27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 55.618 | 4,08 | 1.244 | 4,63 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12.525 | 0,00 | 280 | 0,72 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 5,00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 22.943 | -1,39 | 513 | -0,77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 25.451 | 0,00 | 569 | 0,53 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11.179 | 250 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10.552 | -3,40 | 236 | -3,29 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 61.953 | -55,37 | 1.385 | -54,44 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42.875 | 7,01 | 959 | 7,52 | ||||
| 2025-07-31 | 13F | United Community Bank | 11.520 | 0,00 | 258 | 0,39 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 339.810 | 4,26 | 7.598 | 4,79 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17.004 | 0,38 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11.672 | 29,66 | 261 | 30,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13.058 | 292 |
