Grunnleggende statistikk
Institusjonelle eiere | 170 total, 170 long only, 0 short only, 0 long/short - change of 2,41% MRQ |
Gjennomsnittlig porteføljeallokering | 0.5269 % - change of −5,31% MRQ |
Institusjonelle aksjer (Long) | 42 232 745 (ex 13D/G) - change of 0,18MM shares 0,43% MRQ |
Institusjonell verdi (Long) | $ 1 047 218 USD ($1000) |
Institusjonelt eierskap og aksjonærer
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF (US:BUFD) har 170 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 42,232,745 aksjer. De største aksjonærene inkluderer LPL Financial LLC, Gw Henssler & Associates Ltd, Envestnet Asset Management Inc, Legacy Financial Group LLC, Centennial Wealth Advisory LLC, Advisor Group Holdings, Inc., Creekmur Asset Management LLC, Truist Financial Corp, Cetera Investment Advisers, and Commonwealth Equity Services, Llc .
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF (BATS:BUFD) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 10, 2025 is 27,38 / share. Previously, on September 11, 2024, the share price was 24,71 / share. This represents an increase of 10,81% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | −100,00 | 0 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 30 572 | −1,98 | 812 | 4,24 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 972 | 79 | ||||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 46 230 | −61,62 | 1 228 | −59,17 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 819 | 208 | ||||||
2025-07-23 | 13F | GGM Financials LLC | 16 198 | 430 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25 131 | 667 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81 531 | −0,67 | 2 165 | 5,76 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 200 363 | 7,74 | 5 322 | 14,70 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 251 | 232,76 | 139 | 256,41 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 17 969 | 48,14 | 477 | 57,95 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 18 296 | 0,00 | 457 | 0,00 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 105 | −65,41 | 56 | −63,58 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 8 628 | −36,87 | 229 | −32,84 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 853 | −45,60 | 503 | −41,78 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 53 431 | 236,64 | 1 419 | 258,33 | ||||
2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 58 263 | −12,79 | 1 547 | −7,14 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 8 243 | 0,00 | 219 | 6,34 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 100 | 0,00 | 401 | 6,65 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 44 119 | 9,73 | 1 172 | 16,75 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 41 523 | −3,81 | 1 103 | 2,32 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 53 960 | 3,92 | 1 433 | 10,66 | ||||
2025-08-14 | 13F | Mariner, LLC | 324 697 | −15,97 | 8 624 | −10,55 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 450 | −19,51 | 710 | −21,40 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134 982 | 15,26 | 3 585 | 22,73 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 33 980 | 1,14 | 1 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 106 530 | 57,91 | 2 829 | 62,12 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 34 163 | 0,00 | 852 | 0,00 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 21 454 | −5,31 | 570 | 0,71 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 28 226 | −4,34 | 750 | 1,77 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 196 | −93,52 | 218 | −93,13 | ||||
2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | −99,98 | 0 | −100,00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 202 770 | 73,22 | 5 386 | 84,42 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23 507 | −68,43 | 624 | −66,40 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17 985 | 3,42 | 478 | 10,16 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 425 004 | 5,19 | 11 288 | 11,98 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 53 075 | 20,77 | 1 410 | 25,69 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 8 902 | 0,00 | 236 | 6,31 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 36 581 | 2,24 | 972 | 8,86 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 174 066 | 9,40 | 4 679 | 17,86 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 767 257 | −24,33 | 20 | −20,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 150 | 0,00 | 31 | 7,14 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 16 152 | 1,23 | 429 | 7,54 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 756 473 | 6,87 | 46 652 | 13,77 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 669 | 1,02 | 2 222 | 7,55 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 25 583 | 0,00 | 692 | 8,31 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 50 158 | −11,26 | 1 332 | −5,53 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 31 794 | −59,93 | 844 | −57,35 | ||||
2025-07-18 | 13F | Cooper Financial Group | 19 481 | −8,95 | 517 | −3,00 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 490 215 | 3,48 | 39 580 | 10,16 | ||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Defined Financial Planning LLC | 15 587 | 415 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 33 913 | 901 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 88 748 | −16,37 | 2 357 | −10,96 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 26 213 | −19,36 | 696 | −14,18 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 391 090 | 0,04 | 10 387 | 6,50 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 17 467 | −5,92 | 464 | 0,00 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 569 210 | 17,00 | 15 118 | 24,56 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 82 743 | −33,99 | 2 198 | −28,30 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 15 058 | −24,04 | 400 | −19,23 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 117 842 | 107,11 | 3 130 | 120,51 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 166 343 | −39,70 | 4 | −33,33 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 27 898 | −1,98 | 1 | |||||
2025-08-04 | 13F | Atria Investments Llc | 16 280 | 432 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 469 | −52,24 | 12 | −50,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 22 791 | 605 | ||||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 738 615 | 4,35 | 19 588 | 10,26 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 019 430 | 4,40 | 27 076 | 11,14 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 | −33,33 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 280 | 0,00 | 273 | 6,64 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 9 704 | −13,81 | 258 | −8,21 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 146 | 0,00 | 216 | 6,40 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 21 879 | −14,29 | 581 | −8,65 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 53 124 | −25,73 | 1 411 | −20,96 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 112 101 | 2 977 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 12 854 | 0,00 | 341 | 6,56 | ||||
2025-08-15 | 13F | Morgan Stanley | 23 246 | 2 052,41 | 617 | 2 273,08 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 17 354 | 13,75 | 425 | 9,00 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 10 766 | 0,00 | 286 | 6,34 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 14 538 | 0,00 | 386 | 6,63 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 656 | −64,82 | 336 | −62,63 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 659 729 | 32,17 | 17 437 | 40,98 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 24 522 | 149,97 | 651 | 166,80 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 80 799 | 7,28 | 2 146 | 14,21 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 721 868 | 535,98 | 19 173 | 577,22 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 41 916 | 16,54 | 1 113 | 24,08 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 14 995 | −13,55 | 404 | −5,61 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 596 | −1,29 | 308 | 5,14 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 358 | 0,00 | 10 | 12,50 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 275 408 | 4,12 | 7 315 | 10,83 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 188 | 45,71 | 358 | 62,27 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 220 | 0,00 | 32 | 6,67 | ||||
2025-07-25 | 13F | Cwm, Llc | 275 091 | 0,80 | 7 | 16,67 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 17 475 | 12,92 | 464 | 20,21 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 439 981 | −7,90 | 11 686 | −1,96 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 15 024 | 0,00 | 399 | 6,68 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 9 680 | −1,56 | 257 | 4,90 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 18 566 | −3,61 | 493 | 2,71 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 18 547 | −23,65 | 493 | −18,81 | ||||
2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 4 146 | 14,91 | 110 | 22,22 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 128 503 | 1,59 | 29 973 | 8,15 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 27 671 | 8,92 | 735 | 15,96 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 25 086 | −4,39 | 666 | 1,83 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 361 | 6,51 | 275 | 13,64 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 418 721 | 34,43 | 11 121 | 43,11 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 649 420 | −34,62 | 17 | −29,17 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 702 397 | 4,40 | 18 656 | 11,13 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 10 549 | 0,00 | 280 | 6,46 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33 946 | −80,97 | 902 | −79,75 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 103 704 | 42,44 | 2 754 | 51,65 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 235 | 0,00 | 6 | 20,00 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 12 470 | 0,00 | 331 | 6,43 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8 105 | 215 | ||||||
2025-07-16 | 13F | EdgeRock Capital LLC | 27 524 | 0,00 | 731 | 6,56 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 7 926 | 211 | ||||||
2025-08-12 | 13F | Change Path, LLC | 277 959 | −0,72 | 7 383 | 5,68 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 756 648 | −5,63 | 20 | 0,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 428 889 | −0,27 | 11 391 | 6,16 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 219 828 | −12,86 | 5 839 | −7,24 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 44 764 | −7,75 | 1 189 | −1,82 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 16 198 | 1,36 | 430 | 8,04 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 750 871 | −0,41 | 19 943 | 6,02 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8 066 365 | 2,80 | 214 243 | 9,43 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 991 | −0,59 | 239 | 5,78 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 41 733 | −9,11 | 1 108 | −3,23 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 41 511 | 4,89 | 1 107 | 14,83 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 66 961 | −2,76 | 1 778 | 3,49 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 16 779 | 15,46 | 452 | 24,86 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 727 | 1,45 | 1 | |||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 3 959 449 | −6,91 | 105 163 | −0,90 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36 385 | 25,46 | 966 | 33,61 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 66 202 | 15,52 | 1 758 | 23,02 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 150 | 0,00 | 4 | 0,00 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 29 829 | −12,08 | 792 | −5,94 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 107 588 | −1,29 | 2 858 | 5,08 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 32 645 | −0,73 | 867 | 5,73 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106 530 | 39,09 | 2 829 | 48,12 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 538 025 | 106,35 | 14 290 | 119,66 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 526 162 | 6,93 | 13 975 | 13,83 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 645 | −30,83 | 97 | −26,72 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 21 499 | 0,00 | 571 | 4,20 | ||||
2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 443 723 | −2,55 | 11 785 | 3,74 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 54 585 | 10,19 | 1 450 | 17,33 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 435 | 0,00 | 38 | 8,57 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 221 781 | 5,49 | 5 891 | 12,30 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 600 | 0,00 | 282 | 6,44 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 22 030 | −62,40 | 585 | −59,96 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 45 101 | −6,16 | 1 198 | −0,17 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 28 452 | −0,29 | 756 | 6,19 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 155 309 | −8,97 | 4 125 | −3,10 | ||||
2025-08-11 | 13F | Advisor Resource Council | 10 135 | 5,08 | 269 | 12,08 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 86 687 | 21,81 | 2 302 | 29,69 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 56 029 | −12,19 | 1 488 | −6,53 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 26 626 | 1,68 | 707 | 8,27 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 426 708 | 5,96 | 11 333 | 12,80 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 52 466 | −1,52 | 1 393 | 4,82 | ||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 207 698 | −25,37 | 5 516 | −20,56 | ||||
2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 1 773 912 | −0,58 | 47 119 | 5,84 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10 868 | −81,31 | 289 | −80,14 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 508 836 | −3,86 | 13 515 | 2,35 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 761 | −16,99 | 445 | −11,53 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 15 469 | 0,00 | 411 | 6,49 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 8 986 | 0,00 | 239 | 6,25 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 18 527 | −15,16 | 492 | −9,56 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 99 994 | −2,77 | 3 | 0,00 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 21 637 | 0,00 | 575 | 6,49 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 30 655 | 2,25 | 814 | 8,82 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 1 933 867 | 0,87 | 51 364 | 7,38 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3 480 049 | 1,32 | 92 430 | 7,86 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 340 | 10,16 | 832 | 17,35 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 633 | 8,21 | 17 | 14,29 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 117 378 | 8,37 | 3 118 | 15,36 |