Grundlæggende statistik
| Institutionelle ejere | 140 total, 140 long only, 0 short only, 0 long/short - change of 13,82% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5726 % - change of 7,73% MRQ |
| Institutionelle aktier (lange) | 19.243.715 (ex 13D/G) - change of 2,06MM shares 12,01% MRQ |
| Institutionel værdi (lang) | $ 571.016 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator Equity Managed Floor ETF (US:SFLR) har 140 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 19,243,715 aktier. Største aktionærer omfatter LPL Financial LLC, Commonwealth Equity Services, Llc, Kingsview Wealth Management, LLC, Chicago Partners Investment Group LLC, Delta Investment Management, LLC, Advisor Group Holdings, Inc., HighTower Advisors, LLC, Wetzel Investment Advisors, Inc., Evolution Wealth Management Inc., and Envestnet Asset Management Inc .
Innovator ETFs Trust - Innovator Equity Managed Floor ETF (ARCA:SFLR) 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 12, 2025 is 35,61 / share. Previously, on September 16, 2024, the share price was 31,31 / share. This represents an increase of 13,73% 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.
Upgrade to unlock premium data.
| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-12-05 | Foundations Investment Advisors, LLC | 1,417,630 | 10,855 | -99.23 | 0.10 | -99.73 |
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 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 23.176 | -1,70 | 778 | 5,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5.350 | 240,11 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6.485 | 0,00 | 218 | 6,90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 74.815 | 713,29 | 2.512 | 771,88 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 153.607 | 3,33 | 4.822 | -0,66 | ||||
| 2025-04-14 | 13F | Financial Designs Corp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9.381 | 0,50 | 315 | 7,53 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 27.860 | 9,66 | 935 | 17,31 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 50.248 | 128,28 | 1.687 | 64,97 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 18.114 | 608 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 18.074 | -41,20 | 607 | -37,14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13.605 | 0,00 | 457 | 6,79 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 140.936 | -5,27 | 4.731 | 1,33 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 133.433 | -2,45 | 4.479 | 4,33 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 7.215 | 0,00 | 242 | 7,08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 53.470 | 3,50 | 1.847 | 14,08 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23.893 | 67,20 | 802 | 79,02 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 9.910 | 341 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.229 | 41 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101.082 | -9,37 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 888.058 | 5,10 | 29.812 | 12,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 36.644 | 1 | ||||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 9.845 | -22,14 | 330 | -16,67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6.254 | 210 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.592.857 | -4,39 | 120.612 | 2,25 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 54.945 | -6,46 | 1.845 | 0,05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.916 | -51,31 | 232 | -47,87 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12.118 | 0,02 | 407 | 6,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.125 | 0,00 | 71 | 7,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39.110 | 1.313 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 72.034 | 32,29 | 2.418 | 40,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 117.498 | 77,71 | 3.944 | 82,76 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10.494 | -14,24 | 352 | -8,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 153.690 | 145,50 | 5.159 | 162,54 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 11.480 | 385 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6.494 | -84,04 | 218 | -82,93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 31.957 | 1.073 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21.701 | 0,00 | 729 | 6,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 242.649 | -12,42 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 21.234 | 0,09 | 713 | 7,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 189.007 | 64,03 | 6.345 | 75,44 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 32.070 | 1,51 | 1.077 | 8,58 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 110.303 | 6,14 | 3.703 | 13,49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 123.088 | 13,96 | 4.132 | 21,89 | ||||
| 2025-04-17 | 13F | Good Life Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7.372 | 247 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 107.127 | 117,69 | 3.596 | 132,90 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 300 | 0,00 | 10 | 11,11 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9.147 | -87,72 | 308 | -86,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 194.041 | 10,85 | 6.514 | 18,55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 277 | -69,96 | 9 | -67,86 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 115.000 | 22,02 | 3.861 | 30,49 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.794 | -12,53 | 329 | -6,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8.400 | -2,33 | 282 | 4,46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168.804 | 4,50 | 5.667 | 11,76 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 291.472 | -2,91 | 9.785 | 3,83 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151.636 | 4,14 | 5.090 | 11,38 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25.155 | 0,00 | 844 | 6,97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36.305 | 1.219 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 41.593 | 3,60 | 1.439 | 17,18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13.116 | 440 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19.584 | 84,46 | 674 | 102,40 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11.727 | -53,73 | 394 | -50,57 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 59.759 | 25,77 | 2.006 | 34,54 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 17.545 | -9,68 | 589 | -3,45 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 214.927 | -1,36 | 7.215 | 5,50 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7.437 | 0,00 | 250 | 9,69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.372 | -27,47 | 516 | -22,41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 393.837 | 13.221 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 36.269 | -76,93 | 1.218 | -75,33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.745 | 0,00 | 286 | 4,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 378.784 | 55,41 | 12.692 | 65,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 264.808 | -0,82 | 8.890 | 6,07 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.620 | 289 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13.263 | 3,80 | 445 | 10,97 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12.076 | -8,39 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 3.878 | 0,00 | 130 | 7,44 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 124.911 | 405,63 | 4.193 | 441,03 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 169.388 | 15,70 | 5.686 | 23,74 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 67.307 | -1,55 | 2.260 | 5,27 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 239.959 | -4,09 | 8.055 | 2,57 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 19.455 | -0,35 | 653 | 6,70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1.684.463 | 7,86 | 56.547 | 15,35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29.416 | -15,53 | 987 | -9,70 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6.855 | -56,72 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 103.792 | -1,78 | 3.484 | 5,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 74.257 | -1,81 | 2.493 | 5,01 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 348.776 | -0,13 | 11.708 | 6,81 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 118.278 | -0,23 | 3.971 | 6,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.839.890 | 28,16 | 62 | 35,56 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 19.707 | 0,09 | 662 | 6,96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 52.394 | 22,94 | 1.759 | 31,49 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 96.479 | 27,32 | 3.239 | 36,16 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1.552.512 | -5,35 | 53.282 | 2,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 19.011 | 638 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 15.916 | 0,09 | 534 | 7,01 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 19.057 | -31,88 | 640 | -27,22 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.606 | 159,30 | 87 | 180,65 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 9.505 | -11,89 | 319 | -5,62 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 28.780 | 8,30 | 966 | 15,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 424.802 | 14.261 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 82.685 | 46,83 | 2.776 | 57,05 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 300 | 0,00 | 9 | 0,00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47.605 | -17,22 | 1.598 | -11,47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 6.254 | 210 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 12.540 | 421 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 76.843 | -7,93 | 2.580 | -1,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 175 | 6 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 299.661 | -7,64 | 10.060 | -1,23 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 128.894 | 56,94 | 4.327 | 67,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 278.721 | 93,29 | 9.357 | 106,72 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 537.180 | -9,93 | 18.035 | -3,67 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 64.547 | 15,27 | 2.167 | 23,28 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6.630 | 0,00 | 223 | 6,73 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 152.964 | 2,76 | 5.135 | 9,91 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48.780 | 1.638 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 45.531 | -1,10 | 1.528 | 5,74 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 65.922 | 20,30 | 2.213 | 28,60 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6.554 | 220 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 25.728 | 81,73 | 864 | 94,37 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 398.084 | 163,07 | 13.379 | 181,43 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 16.967 | 570 | ||||||
| 2025-04-17 | 13F | Atlas Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 8.525 | 8,95 | 286 | 16,73 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 13.240 | -82,18 | 449 | -80,74 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 34.554 | 1,92 | 1.160 | 8,93 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 26.605 | 0,00 | 893 | 6,95 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.360 | 46 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22.727 | -5,01 | 763 | 1,60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136.206 | 14,94 | 4.596 | 23,58 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 28.874 | -11,24 | 969 | -5,09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33.000 | 12,44 | 1.108 | 20,20 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.787 | 60 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6.063 | 204 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 18.711 | -16,51 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 46.161 | -43,79 | 1.550 | -39,89 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11.208 | 1,94 | 376 | 8,99 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 32.998 | 8,59 | 1.108 | 16,16 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1.490 | 50 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.596 | 87 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 50.822 | 10,77 | 1.706 | 18,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.897 | 375 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 75.186 | 2.524 |
