Grundlæggende statistik
| Institutionelle ejere | 201 total, 200 long only, 0 short only, 1 long/short - change of -2,90% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1099 % - change of -7,10% MRQ |
| Institutionelle aktier (lange) | 6.581.938 (ex 13D/G) - change of -0,45MM shares -6,42% MRQ |
| Institutionel værdi (lang) | $ 642.080 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (US:PDP) har 201 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,581,938 aktier. Største aktionærer omfatter Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, LPL Financial LLC, NewSquare Capital LLC, Royal Bank Of Canada, Summit Financial, LLC, and UBS Group AG .
Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (NasdaqGM:PDP) 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 9, 2025 is 113,93 / share. Previously, on September 10, 2024, the share price was 96,06 / share. This represents an increase of 18,60% 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
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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 | Bank Of America Corp /de/ | 447.994 | 0,16 | 48.648 | 8,78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10.408 | 138,28 | 1.130 | 159,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.610 | -3,39 | 1.261 | 4,91 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.062 | 66,69 | 1.744 | 81,10 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2.016 | -40,98 | 219 | -36,07 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 4.200 | 4,48 | 456 | 13,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6.300 | 36,96 | 684 | 49,02 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14.300 | 450,00 | 1.553 | 499,23 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 180.567 | -0,05 | 20 | 5,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 700 | 0,00 | 76 | 10,14 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21.943 | -0,32 | 2.383 | 8,27 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26.304 | 0,77 | 2.856 | 9,47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.357 | 292,83 | 256 | 332,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.298 | -35,32 | 250 | -29,86 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 9.615 | 20,07 | 1.044 | 30,50 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2.585 | -6,00 | 281 | 2,19 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 30.942 | -4,52 | 3.360 | 3,16 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.133 | 20,78 | 340 | 31,27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66.358 | -6,73 | 7.206 | 0,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.053 | 114 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 699.375 | 2,85 | 75.945 | 11,71 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 4.815 | 0,00 | 523 | 8,52 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3.525 | -4,42 | 383 | 4,09 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 311.658 | -4,99 | 33.843 | 3,19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 0,00 | 39 | 8,57 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 80 | 0,00 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 109 | 0,00 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.265 | 10,94 | 572 | 20,46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9.254 | -5,37 | 1.005 | 2,76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.017 | 2,55 | 328 | 11,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 24.920 | -5,14 | 2.706 | 3,05 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4.395 | 0,00 | 477 | 8,66 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2.585 | 0,00 | 281 | 8,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92.223 | 7,22 | 10.015 | 16,46 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2.336 | -13,00 | 266 | -0,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 64.945 | -3,02 | 7.037 | 5,09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.418 | -34,52 | 263 | -29,00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.790 | 0,00 | 194 | 8,99 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8.320 | -10,20 | 903 | -2,48 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2.933 | 0,00 | 318 | 8,53 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 3.126 | -9,34 | 339 | -8,63 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 22.056 | -2,03 | 2.395 | 6,44 | ||||
| 2025-08-08 | 13F | Creative Planning | 5.695 | -4,54 | 618 | 3,69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18.360 | 2,28 | 1.994 | 3,21 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 802 | 0,00 | 87 | 8,75 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 308.669 | -11,68 | 33.518 | -4,08 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 203 | 0,00 | 22 | 10,00 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 11.607 | 0,00 | 1.314 | 13,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 178.693 | 1,11 | 19.404 | 9,81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9.930 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20.615 | 83,70 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1.832 | 0,00 | 199 | 8,20 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2.250 | -17,58 | 244 | -10,29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 101 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20.316 | -0,05 | 2.206 | 8,56 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2.874 | 0,00 | 312 | 8,71 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 9.397 | -1,66 | 1.020 | 6,81 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 3.519 | -38,92 | 382 | -33,57 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 187 | 0,00 | 20 | 11,11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.522 | 0,00 | 491 | 8,63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 90.032 | 0,97 | 9.777 | 9,66 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 2.221 | 0,00 | 241 | 8,56 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2.095 | 0,00 | 227 | 8,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.261 | 0,00 | 354 | 8,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 188.948 | -24,78 | 20.518 | -18,30 | ||||
| 2025-04-15 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4.916 | 13,93 | 534 | 23,67 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9.855 | 20,74 | 1.070 | 31,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.152 | -2,84 | 668 | 5,53 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 7.435 | 1,18 | 807 | 9,95 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 800 | 0,00 | 87 | 8,86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2.194 | 0,00 | 238 | 8,68 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 4.051 | 440 | ||||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 36.048 | -0,92 | 3.914 | 7,62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 84.604 | -13,77 | 9.187 | -6,34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1.000 | 0,00 | 109 | 9,09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 96 | 0,00 | 10 | 11,11 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 57 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18.956 | 0,01 | 2.058 | 8,66 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 11.095 | -34,05 | 1.205 | -28,42 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 9 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 16.256 | 6,15 | 1.765 | 15,28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.517 | 20,61 | 382 | 30,93 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 139.701 | -5,69 | 15.170 | 2,43 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 134 | 15 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7.809 | -9,88 | 848 | -2,19 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 157 | 0,00 | 16 | -6,25 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2.190 | 0,00 | 238 | 8,72 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 208.491 | 1,73 | 22.640 | 10,49 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2.000 | 217 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4.926 | 0,02 | 535 | 8,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.772 | -0,61 | 299 | 7,58 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23.361 | -36,57 | 2.537 | -31,12 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2.716 | 0,00 | 295 | 8,49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7.418 | 1,77 | 806 | 10,58 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 410 | 0,00 | 45 | 22,22 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2.051 | -6,77 | 223 | 1,37 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 2.068 | 0,05 | 225 | 8,74 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5.575 | 0,00 | 605 | 8,62 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2.972 | 0,00 | 323 | 8,42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.778 | 193 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 20.121 | 0,00 | 2.185 | 8,60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 24 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4.182 | -28,13 | 454 | -21,86 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3.681 | -1,52 | 400 | 6,97 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15.162 | -5,04 | 1.646 | 3,13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 28.552 | -0,49 | 3.100 | 8,09 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101.258 | 0,13 | 10.996 | 8,75 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 3.235 | 0,00 | 351 | 8,67 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 251 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 17.960 | 131,62 | 1.950 | 151,61 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 12.225 | 37,31 | 1.328 | 49,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99.237 | -2,01 | 10.829 | 6,94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2.831 | 0,00 | 307 | 8,48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5.878 | -10,20 | 638 | -2,45 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.842 | 200 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.658 | -4,88 | 180 | 3,45 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5.160 | 0,04 | 560 | 8,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3.383 | -0,24 | 367 | 8,26 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.186 | 0,00 | 129 | 8,47 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4.541 | 0,00 | 493 | 8,83 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.242 | 0,03 | 1.112 | 8,70 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 3.264 | -7,01 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 28 | 0,00 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 5.937 | 7,28 | 644 | 16,67 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 75 | 0,00 | 8 | 14,29 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 23.086 | -14,73 | 2.507 | -7,39 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 111.644 | -5,96 | 12.123 | 2,14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36.546 | -0,17 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2.674 | 1,10 | 290 | 9,85 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376.028 | -1,99 | 41 | 5,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 466 | 0,00 | 51 | 8,70 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 44 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11.893 | 3,03 | 1.292 | 11,87 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3.554 | 0,00 | 386 | 8,45 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 8.305 | -4,22 | 902 | 4,04 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 19.581 | -0,20 | 2.125 | 8,36 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2.123 | 0,00 | 231 | 8,49 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3.000 | 0,00 | 326 | 8,70 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 45.817 | -1,67 | 4.975 | 6,81 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 3.830 | 0,00 | 416 | 8,64 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 133 | 0,00 | 14 | 7,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0,00 | 33 | 10,34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 16.293 | -2,51 | 1.769 | 5,93 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1.140 | 0,00 | 124 | 8,85 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 3.482 | -0,20 | 378 | 8,62 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5.469 | -2,08 | 594 | 6,27 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7.973 | -0,13 | 865 | 8,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 477.156 | -10,64 | 51.814 | -2,94 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 528 | 0,00 | 57 | 7,69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3.051 | 0 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 631 | 0,16 | 68 | 7,94 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2.798 | 0,00 | 306 | 14,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116.039 | -8,99 | 12.601 | -1,49 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 114 | 0,00 | 12 | 9,09 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 6.574 | 0,00 | 714 | 8,52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94.102 | 18,93 | 10.219 | 29,16 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 200 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7.838 | 2,06 | 851 | 10,95 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11.288 | 10,45 | 1.226 | 19,98 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 3.130 | -3,10 | 350 | 8,05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22.508 | -1,87 | 2.444 | 6,59 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 927 | 0,00 | 101 | 8,70 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 392 | 0,00 | 43 | 7,69 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 2.057 | 0,00 | 223 | 8,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.615 | 0,00 | 175 | 10,06 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 49 | 0,00 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 6.552 | 0,05 | 711 | 8,72 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16.763 | -1,29 | 1.820 | 7,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13.197 | 1,46 | 1.433 | 10,23 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2.000 | 217 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 324.446 | -8,37 | 35.232 | -0,47 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 943 | -6,63 | 102 | 2,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 0,00 | 19 | 5,88 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 16.262 | -1,38 | 1.766 | 7,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 3.427 | -11,19 | 372 | -3,38 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1.910 | 207 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 594 | 0,00 | 65 | 8,47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 300 | 0,00 | 33 | 10,34 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4.596 | 0,00 | 499 | 8,71 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2.926 | 1,74 | 318 | 10,45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1.950 | 212 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 62.518 | -4,70 | 6.789 | 3,49 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2.419 | 0,00 | 263 | 8,71 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 73.556 | 4,01 | 7.987 | 12,97 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 24.933 | 2.707 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 3.454 | 0,00 | 375 | 8,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28.877 | 12,31 | 3.136 | 13,30 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 2.006 | 0,00 | 218 | 8,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.790 | 8,37 | 520 | 17,91 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 245 | 27 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 45 | 0,00 | 5 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 855 | 0,00 | 93 | 8,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39.463 | 1,00 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 251 | 0,00 | 27 | 8,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 295 | 0,00 | 32 | 10,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 506.116 | -25,81 | 54.959 | -19,42 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 30.012 | -3,07 | 3.259 | 5,30 |
