Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF, omfatter Manchester Financial Inc, First International Bank of Israel Ltd., Thrivent Financial For Lutherans, Carrera Capital Advisors, Duncan Williams Asset Management, LLC, Aspen Investment Management Inc, Milestones Private Investment Advisors LLC, Cornerstone Planning, LLC, Semitam Bonam Llc, Fca Corp /tx, Accurate Wealth Management, LLC, Coordinated Financial Services, Inc./CO, Delta Financial Group, Inc., Pacific Wealth Strategies Group, Inc., Brown Advisory Inc, Certified Advisory Corp, Bill Few Associates, Inc., Atomi Financial Group, Inc., Nikulski Financial, Inc., og Mindset Wealth Management, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 61.883 | 3,34 | 1.157 | 4,33 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 141.132 | 5,12 | 2.639 | 6,11 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 152.255 | 20,43 | 2.847 | 21,56 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 133.979 | 3,47 | 2.505 | 4,42 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 20.014 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 505.652 | 6,14 | 9.456 | 7,11 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 261.888 | 16,76 | 4.918 | 18,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 598.956 | 18,03 | 11.200 | 19,12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42.292 | 1,46 | 791 | 2,33 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 82.021 | 491,78 | 1.534 | 498,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 89.116 | 29,91 | 1.666 | 31,08 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 466.888 | 8.731 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 18.863 | 352 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1.128.016 | 11,17 | 21.094 | 12,18 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 40.198 | 752 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 61.842 | 0,82 | 1.156 | 1,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.228.386 | 5,87 | 60.371 | 6,84 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 28.086 | 28,12 | 525 | 29,31 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 19.664 | 24,50 | 368 | 25,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86.222 | 163,89 | 1.612 | 169,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 851 | 16 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 69.276 | 47,92 | 1.295 | 49,37 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 2.294.041 | 42.899 | ||||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 27.449 | 14,81 | 1 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31.456 | 7,92 | 588 | 8,89 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 63.610 | 0,11 | 1.190 | 1,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 947.264 | 6,36 | 17.714 | 7,33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 122.770 | 1,73 | 2.296 | 2,64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 513.953 | 3,71 | 9.611 | 4,65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.721.701 | 0,54 | 32.196 | 1,46 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10.434 | 1.986,80 | 195 | 2.066,67 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 341.689 | 2,04 | 6.390 | 2,98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 314.164 | 13,65 | 5.875 | 14,68 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22.584 | 3,36 | 422 | 4,46 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 804.685 | 6,81 | 15.048 | 7,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.952 | 37 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28.234 | 527 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 47.464 | 7,43 | 888 | 8,44 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 29.295 | 68,15 | 548 | 69,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 161.881 | 6,41 | 3.027 | 7,42 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177.772 | 3,34 | 3.324 | 4,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 352.780 | 40,21 | 6.597 | 41,45 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2.143.374 | 2,78 | 40.081 | 3,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12.431 | 1,18 | 232 | 2,20 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 17.088 | 92,80 | 320 | 94,51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 84.803 | 1.586 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 268.490 | 200,38 | 5.021 | 203,14 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11.000 | 206 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 10.000 | 187 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40.186 | 0,35 | 752 | 1,49 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1.126.366 | 5,63 | 21.063 | 6,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66.560 | 7,75 | 1.245 | 8,74 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 14.912 | 1,18 | 279 | 1,83 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189.347 | 31,06 | 3.541 | 32,24 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 33.910 | 2,41 | 634 | 3,43 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3.300 | 62 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 46.029 | 2,50 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 177.031 | 3,41 | 3.310 | 4,35 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5.824 | 1,18 | 109 | 1,89 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 23.516 | 440 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.071.144 | 8,59 | 20.029 | 9,58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 36.162 | 41,63 | 676 | 42,92 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 6.649 | 1,78 | 123 | 3,36 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 2.550 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.550 | 175,68 | 48 | 176,47 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 62 | 1 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19.196 | 36,69 | 359 | 39,30 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 535.638 | 0,71 | 10.016 | 1,63 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63.447 | 33,19 | 1.186 | 34,47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16.220 | 303 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 631.184 | 28,91 | 11.803 | 30,10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 697 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 283.662 | 40,12 | 5.297 | 41,22 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 376.773 | 0,41 | 7.046 | 1,32 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1.004 | 83,88 | 19 | 80,00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 74.459 | 1,91 | 1.392 | 2,88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 143.793 | 1,23 | 2.689 | 2,17 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10.850 | 0,11 | 203 | 1,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 23.980 | 4,98 | 450 | 6,15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 117.050 | 9,40 | 2.189 | 10,39 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72.423 | 15,54 | 1.354 | 16,62 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 31.805 | 0,39 | 595 | 1,19 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 65.601 | 13,76 | 1.227 | 14,79 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 28.100 | 8,37 | 525 | 9,38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 507.641 | 9 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 265.130 | 10,23 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 372.654 | 5,06 | 6.969 | 6,03 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 372.654 | 6.969 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.979.683 | 2,25 | 55.720 | 3,19 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 31.279 | 85,41 | 585 | 89,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 185.446 | 6,82 | 3.468 | 7,80 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 57.260 | 1,69 | 1.071 | 2,59 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 59.620 | 0,25 | 1.115 | 1,18 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 25.171 | 466 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 149.695 | 4,59 | 2.799 | 5,54 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 803.091 | 1.799,68 | 43 | -94,64 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 251.683 | 6,64 | 4.706 | 7,61 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 62.635 | 3,00 | 1.171 | 4,00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 895.534 | 3,60 | 16.747 | 4,55 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 11.600 | 217 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.948.130 | 10,02 | 36.430 | 11,03 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6.031.301 | 3,52 | 112.785 | 4,47 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 236.260 | 5,20 | 4.418 | 7,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 16.628 | 51,76 | 311 | 52,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 573.769 | 0,62 | 11 | 0,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15.039 | 28,32 | 281 | 29,49 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16.387 | 45,80 | 306 | 47,12 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 10.070 | 188 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 20.984 | 13,01 | 392 | 13,95 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 116.012 | 5,21 | 2.169 | 6,17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2.087 | 39 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.822.235 | 11,61 | 34.076 | 12,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6.516.929 | 5,61 | 121.867 | 6,58 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 149.170 | 3 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 20.386 | 56,55 | 381 | 58,09 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 95.613 | 1.754 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 137.713 | 37,25 | 2.575 | 38,52 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 382.662 | 12,95 | 7.156 | 13,99 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2.926.194 | 9,52 | 54.398 | 10,77 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 17.550 | 50,77 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 280.049 | 1,91 | 5.237 | 2,85 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 10.355 | 194 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 227.701 | 65,65 | 4.258 | 67,14 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 55.425 | 164,07 | 1.036 | 167,01 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 14.784 | 16,56 | 276 | 17,45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9.325 | 174 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28.171 | 69,03 | 522 | 71,15 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14.400 | 11,63 | 269 | 12,55 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 490.584 | 14,97 | 9.174 | 16,03 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 378.395 | 0,68 | 7.076 | 1,59 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14.786 | 0,09 | 277 | 1,10 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23.973 | 0,84 | 448 | 1,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.646.139 | 10,38 | 68.183 | 11,39 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 69.773 | 3,43 | 1.305 | 4,32 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 54.346 | 19,29 | 1.016 | 20,38 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 19.958 | 4,77 | 373 | 5,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 175.986 | 3,29 | 3.286 | 4,05 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 83.486 | 1,18 | 1.561 | 2,09 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4.361 | 52,43 | 82 | 52,83 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 27.992 | 17,23 | 523 | 18,33 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 540.000 | 10.098 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 46.305 | 6,84 | 866 | 7,72 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 265.220 | 26,40 | 4.960 | 27,58 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 407.698 | 2,52 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 216.348 | 16,87 | 4.046 | 17,93 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181.617 | 2,41 | 3.396 | 3,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 138.810 | 35,77 | 3 | 100,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 41.207 | 1,46 | 771 | 2,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 144.224 | 19,93 | 2.697 | 21,01 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 39.228 | 2,60 | 734 | 3,53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 51.013 | 10,30 | 954 | 11,33 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 542.430 | 5,24 | 10.143 | 6,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 606.794 | 6,26 | 11.347 | 7,24 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 11.896 | 0,31 | 222 | 1,37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10.875 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 24.364 | 6,21 | 456 | 7,06 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 7.515 | 96,99 | 141 | 100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66.230 | 91,15 | 1.238 | 92,83 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 143.785 | 12,20 | 2.689 | 13,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 265.049 | 8,81 | 4.956 | 9,82 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 185.804 | 2,21 | 3.475 | 3,15 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 165.292 | 24,25 | 3.091 | 25,35 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 679.021 | 18,65 | 12.698 | 19,74 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 213.244 | 9,10 | 3.988 | 10,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.012.754 | 3,73 | 37.639 | 4,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11.486 | 215 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73.014 | 9,08 | 1.365 | 10,08 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 203.734 | 5,50 | 3.810 | 6,46 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 316.595 | 7,88 | 5.920 | 8,88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.243.788 | 3,93 | 23.259 | 4,88 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2.726 | 51 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 38.962 | 8,67 | 729 | 9,64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 679.026 | 12,01 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 22.549 | 1,18 | 422 | 2,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.403.485 | 9,21 | 82.345 | 10,21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 202.475 | 0,16 | 3.786 | 1,09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 688.453 | 0,87 | 12.874 | 1,80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 21.648 | 55,99 | 405 | 56,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2.247 | 9,08 | ||||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 212.861 | 0,64 | 3.980 | 1,56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33.245 | 0,87 | 622 | 1,80 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.536.166 | 18,47 | 47.426 | 19,56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1.092.507 | 15,02 | 20.430 | 16,07 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.963 | 99,11 | 130 | 103,13 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 513.924 | 10,76 | 9.610 | 11,78 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.671.357 | 9,59 | 31.254 | 10,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 561 | 11,98 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12.172 | 228 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16.758 | 0,22 | 313 | 1,29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 22.730 | 40,34 | 425 | 41,67 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 63.814 | 6,01 | 1.193 | 7,00 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 119.190 | 2.229 |
