Grundlæggende statistik
| Institutionelle ejere | 136 total, 136 long only, 0 short only, 0 long/short - change of 1,49% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5041 % - change of 40,85% MRQ |
| Institutionelle aktier (lange) | 25.231.846 (ex 13D/G) - change of 0,63MM shares 2,58% MRQ |
| Institutionel værdi (lang) | $ 500.575 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (US:LGOV) har 136 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 25,231,846 aktier. Største aktionærer omfatter LPL Financial LLC, Raymond James Financial Inc, Comprehensive Wealth Management, LLC, Royal Bank Of Canada, Financial Enhancement Group LLC, Morgan Stanley, GDS Wealth Management, Csenge Advisory Group, HighTower Advisors, LLC, and Cambridge Investment Research Advisors, Inc. .
First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF (ARCA:LGOV) 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 10, 2025 is 21,95 / share. Previously, on September 11, 2024, the share price was 22,68 / share. This represents a decline of 3,22% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-01-07 | FIRST TRUST PORTFOLIOS LP | 1,254,649 | 2,996,543 | 138.84 | 10.24 | 82.86 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 61.284 | -0,56 | 1.313 | -0,91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120.607 | -0,62 | 2.593 | 2,53 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12.723 | -37,59 | 273 | -37,90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -99,99 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 74.461 | -21,13 | 1.595 | -21,44 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 901.553 | 5,35 | 19.032 | 4,36 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 177.644 | 4 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24.812 | 11,22 | 531 | 10,86 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 78 | -78,51 | 2 | -85,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 34.560 | -13,84 | 740 | -14,15 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 58.779 | -58,22 | 1.259 | -58,37 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15.949 | 14,80 | 342 | 14,43 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.447 | 0,11 | 95 | 1,06 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.938 | -26,71 | 84 | -26,96 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1.948 | -4,23 | 42 | -2,38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21.977 | -36,08 | 471 | -36,40 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 146 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 49.550 | -36,71 | 1.061 | -36,96 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 10.165 | -7,00 | 218 | -7,26 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 189.010 | 696,80 | 4.049 | 693,73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16.588 | -1,29 | 355 | 1,43 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 93.635 | 2.006 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 308.692 | -27,34 | 6.612 | -27,61 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4.942 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 835.275 | -5,61 | 18 | -10,53 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68.571 | -0,96 | 1.469 | -1,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 35.560 | -64,75 | 762 | -64,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25.542 | 29,01 | 547 | 28,71 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 680.894 | -1,38 | 14.380 | -3,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.708.012 | 36,49 | 36.586 | 35,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 723 | 29,11 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19.020 | 15,45 | 407 | 14,97 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 258.673 | 25,24 | 5.539 | 23,06 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 10.149 | 0,00 | 217 | -0,46 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14.277 | -12,64 | 306 | -13,11 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 | -98,93 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 1.015.393 | 3,51 | 21.750 | 3,13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 383.976 | -1,91 | 8.225 | -2,28 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 43.989 | -2,51 | 942 | -1,15 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 16.700 | 0,00 | 358 | -0,56 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.540 | -21,17 | 54 | -21,74 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.945 | -3,23 | 42 | -4,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 662.844 | 14,94 | 14.198 | 14,52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 171.636 | 103,76 | 3.676 | 102,98 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 245.594 | -27,05 | 5.261 | -27,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.711.115 | -15,13 | 58.072 | -15,45 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 10.535 | -50,09 | 227 | -48,52 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 400 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100.296 | -33,53 | 2.148 | -33,79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 208.074 | -18,14 | 4.457 | -18,45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 342.307 | 0,26 | 7.333 | -0,11 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 121.758 | 11,66 | 2.608 | 11,26 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10.374 | 0,08 | 222 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 509.827 | 2,12 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29.636 | 12,19 | 635 | 11,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 18.634 | -28,26 | 399 | -28,49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 737 | 16 | ||||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 62.349 | -9,40 | 1.336 | -9,74 | ||||
| 2025-04-07 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 47.126 | -7,84 | 1.009 | -8,19 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 159.929 | -33,31 | 3 | -40,00 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 216 | 41,18 | 5 | 33,33 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 1.162.573 | 15,69 | 24.484 | 16,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 385 | 8 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 57.315 | -4,20 | 1.228 | -4,59 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 14.650 | 0,00 | 314 | -0,32 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 538.046 | -8,57 | 11.525 | -8,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23.478 | 2,07 | 503 | 4,80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 88.491 | 0,33 | 1.895 | -0,05 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 638.144 | -6,84 | 13.669 | -7,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2.200 | 0,00 | 47 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 235.276 | 108.322,12 | 5.040 | 125.875,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 35.519 | -1,76 | 761 | -2,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15.787 | -16,30 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 74.010 | 362,07 | 1.585 | 360,76 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 79.609 | 0,06 | 1.705 | -0,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12.413 | 0,69 | 266 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59.133 | 0,95 | 1.267 | 0,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94.420 | -1,39 | 2.022 | -1,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 636.219 | -44,08 | 13.628 | -44,29 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 66.854 | -0,15 | 1.432 | -0,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68.707 | 45,27 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 25.942 | 11,52 | 1 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11.448 | -1,89 | 245 | -2,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 39.425 | 9,64 | 844 | 9,18 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 193.095 | -19,71 | 4.136 | -20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21.409 | 459 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7.185 | 13,60 | 154 | 13,33 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 16.662 | -72,78 | 357 | -72,93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17.370 | -6,88 | 372 | -7,23 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 500 | 11 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42.523 | 15,24 | 911 | 14,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 93.009 | -34,19 | 1.992 | -34,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 120.555 | 2,56 | 2.582 | 2,18 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 90.445 | -11,68 | 1.937 | -11,99 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 18.690 | 1,56 | 400 | 1,27 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16.553 | 103,65 | 355 | 103,45 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 66.880 | 1,01 | 1.433 | 0,63 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.598 | 93,30 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 11.202 | 240 | ||||||
| 2025-05-02 | 13F | Fortress Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8.888 | -42,35 | 190 | -42,60 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 10.111 | 217 | ||||||
| 2025-08-05 | 13F | Holistic Financial Partners | 151.759 | -29,41 | 3.251 | -29,68 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 507.061 | -29,65 | 10.861 | -29,91 | ||||
| 2025-07-16 | 13F | American National Bank | 262 | 0,00 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.123.681 | -22,37 | 24.069 | -22,66 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 566 | 0,00 | 12 | 0,00 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 5.994 | 128 | ||||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income 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 | 161.899 | 2,84 | 3.495 | 6,04 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 16.214 | 347 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 566 | 12 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 237.046 | 0,52 | 5.078 | 0,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 42.523 | 15,24 | 911 | 14,75 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 293.895 | -6,25 | 6.295 | -6,59 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 915 | 0,99 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 45.778 | -0,06 | 981 | -0,41 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1.437 | -33,16 | 31 | -34,78 | ||||
| 2025-06-25 | NP | LMBS - First Trust Low Duration Opportunities 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 | 73.956 | 0,00 | 1.597 | 3,10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17.071 | -8,41 | 366 | -8,75 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 1.579.982 | 257,59 | 33.843 | 256,28 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 394.726 | 311,41 | 8.455 | 310,04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 846.856 | -2,00 | 18.140 | -2,36 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 30.650 | -27,03 | 654 | -27,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 51.767 | -57,08 | 1.109 | -57,27 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 249.229 | 5.338 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 388.066 | 6,39 | 8.312 | 5,99 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 46.366 | -2,02 | 993 | -2,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17.951 | -58,78 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 124.450 | 1,98 | 2.666 | 1,60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.202.473 | 18,51 | 25.757 | 18,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18.339 | -54,45 | 393 | -54,68 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19.658 | -81,33 | 421 | -81,40 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 123.416 | 109,30 | 2.641 | 108,45 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 253.277 | 5.425 |
