Grunnleggende statistikk
Institusjonelle eiere | 173 total, 173 long only, 0 short only, 0 long/short - change of 21,83% MRQ |
Gjennomsnittlig porteføljeallokering | 0.9328 % - change of −17,12% MRQ |
Institusjonelle aksjer (Long) | 36 067 627 (ex 13D/G) - change of 8,34MM shares 30,09% MRQ |
Institusjonell verdi (Long) | $ 1 742 957 USD ($1000) |
Institusjonelt eierskap og aksjonærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (US:JBND) har 173 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 36,067,627 aksjer. De største aksjonærene inkluderer LPL Financial LLC, Cetera Investment Advisers, Diversified Portfolios, Inc., Envestnet Asset Management Inc, Baldwin Brothers Inc/ma, Berger Financial Group, Inc, IAG Wealth Partners, LLC, Royal Bank Of Canada, Cwm, Llc, and Mml Investors Services, Llc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (NYSE:JBND) 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 12, 2025 is 54,33 / share. Previously, on September 13, 2024, the share price was 54,83 / share. This represents a decline of 0,91% 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.
.
Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Gwn Securities Inc. | 21 342 | −8,40 | 1 145 | −8,11 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 14 036 | −32,17 | 752 | −32,07 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 15 486 | −3,74 | 830 | −3,60 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 60 046 | 3 218 | ||||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 106 630 | 3,27 | 5 714 | 3,42 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 379 409 | 69,37 | 20 333 | 69,59 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 254 980 | −16,81 | 13 664 | −16,70 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 505 074 | 668,64 | 27 067 | 669,80 | ||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 118 797 | 4,94 | 6 367 | 5,08 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 39 793 | 235,49 | 2 133 | 236,28 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 424 089 | 11 146,06 | 22 723 | 11 204,48 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 63 621 | 325,44 | 3 409 | 326,13 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 1 625 209 | 9,04 | 87 095 | 9,18 | ||||
2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 236 927 | 24,30 | 12 697 | 24,46 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Essex LLC | 36 400 | 1 951 | ||||||
2025-08-15 | 13F | High Falls Advisors, Inc | 3 895 | 209 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 22 051 | 145,26 | 1 182 | 145,53 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 468 | 293 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 35 213 | 1 887 | ||||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 14 098 | −84,97 | 756 | −84,96 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 450 | 24 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Fermata Advisors, LLC | 43 291 | −87,01 | 2 320 | −87,00 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 851 | 420 | ||||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 60 634 | −0,19 | 3 249 | −0,06 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 9 596 | 514 | ||||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 22 700 | −2,66 | 1 217 | −2,56 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4 060 | 0,00 | 218 | 0,00 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 17 380 | 10,03 | 931 | 10,18 | ||||
2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Defined Financial Planning LLC | 62 911 | 3 321 | ||||||
2025-07-25 | 13F | Means Investment Co., Inc. | 364 117 | 1,70 | 19 513 | 1,84 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 279 | 229 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 151 | 222 | ||||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 29 542 | 1 583 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 925 | 414,71 | 103 | 415,00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49 914 | 22,90 | 2 675 | 23,06 | ||||
2025-08-14 | 13F | Mariner, LLC | 183 168 | 20,79 | 9 816 | 20,95 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11 400 | 15,28 | 611 | 18,22 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 288 528 | 7,32 | 15 462 | 7,46 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 51 762 | 911,77 | 2 774 | 915,75 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 763 | 628 | ||||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21 810 | 9,27 | 1 169 | 9,36 | ||||
2025-08-04 | 13F | Spire Wealth Management | 33 | 3,12 | 2 | 0,00 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 612 640 | −2,47 | 32 831 | −2,34 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 024 | 55 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13 323 | 1,77 | 714 | 1,86 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 141 567 | 174,94 | 7 587 | 175,35 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 388 | 74 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 346 945 | 18 593 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 570 031 | 9,06 | 30 548 | 9,20 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 227 | 180,25 | 12 | 200,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177 922 | 24,35 | 9 535 | 24,51 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 4 234 | 0,07 | 0 | |||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 92 505 | −5,95 | 4 957 | −5,81 | ||||
2025-07-17 | 13F | KWB Wealth | 106 932 | 95,28 | 5 723 | 100,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 21 693 | 135,61 | 1 163 | 136,18 | ||||
2025-07-18 | 13F | Cooper Financial Group | 107 522 | −1,52 | 5 762 | −1,39 | ||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 17 185 | 19,33 | 921 | 19,48 | ||||
2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26 303 | 1 410 | ||||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 4 135 | 222 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 934 225 | 20,39 | 50 | 21,95 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 84 463 | −0,99 | 4 526 | −0,85 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 10 617 | 569 | ||||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 201 405 | 164,85 | 10 755 | 164,29 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41 462 | 7,27 | 2 222 | 7,40 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 15 034 | 802 | ||||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 72 915 | −2,62 | 3 908 | −2,50 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 920 066 | 0,79 | 49 306 | 0,92 | ||||
2025-07-16 | 13F | ORG Partners LLC | 12 304 | 657 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 56 | −30,00 | 3 | −25,00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 889 | 0,00 | 101 | 0,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 29 935 | 16,42 | 1 604 | 16,57 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 112 727 | 1,70 | 6 041 | 1,84 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 83 010 | 38,69 | 4 449 | 38,87 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 41 939 | 2 248 | ||||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 195 775 | −11,53 | 10 492 | −11,42 | ||||
2025-08-07 | 13F | Nwam Llc | 4 404 | 235 | ||||||
2025-08-06 | 13F | Innealta Capital, Llc | 44 591 | −87,85 | 2 390 | −87,83 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 078 | 35,19 | 326 | 35,42 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 104 228 | 5 586 | ||||||
2025-08-14 | 13F | Vienna Asset Management LLC | 40 577 | 20,76 | 2 175 | 20,91 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 236 931 | 23,50 | 12 709 | 23,78 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932 398 | 16,84 | 50 | 16,67 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 5 856 | 51,87 | 314 | 51,94 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 75 302 | 3 990 | ||||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 851 | 421 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 900 | 22,50 | 263 | 22,43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 11 221 | 601 | ||||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 532 384 | 4,85 | 29 | 3,70 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 932 | −14,57 | 50 | −15,52 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 83 883 | 47,14 | 4 495 | 47,33 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 41 181 | 5,49 | 2 207 | 5,60 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 4 156 | 220 | ||||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 41 810 | 2 241 | ||||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 11 851 | 1,80 | 635 | 1,93 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 503 | −67,15 | 27 | −67,90 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 991 378 | −8,23 | 53 128 | −8,11 | ||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 128 188 | −3,69 | 6 870 | −3,57 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 12 078 | 91,99 | 647 | 92,56 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 94 436 | 7,39 | 5 061 | 7,52 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 4 569 | 245 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116 289 | 9,67 | 6 | 20,00 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 227 167 | 0,06 | 12 174 | 0,18 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 7 087 | −5,28 | 380 | −5,25 | ||||
2025-07-25 | 13F | Cwm, Llc | 978 086 | 834,19 | 52 | 940,00 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 657 211 | −1,47 | 35 220 | −1,34 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15 134 | 811 | ||||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1 343 741 | −0,62 | 72 011 | −0,49 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 26 168 | 47,11 | 1 402 | 47,27 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 9 | 12,50 | 0 | |||||
2025-07-29 | 13F | Citizens Business Bank | 199 665 | 10 700 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 203 111 | −16,00 | 10 885 | −15,90 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 90 445 | 816,36 | 4 847 | 817,80 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 166 166 | 0,92 | 8 905 | 1,04 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3 506 | −24,75 | 188 | −24,90 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 34 505 | 6,77 | 1 849 | 6,94 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 170 970 | 10,06 | 9 162 | 10,21 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 53 937 | 16,34 | 2 890 | 16,34 | ||||
2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 6 087 | −98,24 | 326 | −98,24 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 154 474 | −43,21 | 8 213 | −43,58 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 890 | 21,48 | 155 | 21,26 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19 718 | 42,52 | 1 057 | 42,70 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 283 186 | 9,32 | 15 176 | 9,46 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 102 | 5 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 102 707 | 2,02 | 5 504 | 2,15 | ||||
2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | CGC Financial Services, LLC | 443 166 | 23 749 | ||||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 183 158 | −6,48 | 9 815 | −4,08 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 1 266 953 | 1,28 | 67 896 | 1,41 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 53 096 | −2,84 | 2 845 | −2,70 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 368 452 | 19 745 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Northwest Financial Advisors | 41 915 | 3,41 | 2 246 | 3,55 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49 975 | 2 659 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 120 | 107,44 | 114 | 109,26 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 6 183 | 331 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 205 026 | 10 987 | ||||||
2025-08-12 | 13F | Martin Worley Group | 89 954 | 15,39 | 4 821 | 15,53 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Inspire Advisors, LLC | 21 410 | 1 147 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 988 313 | 89,71 | 52 964 | 89,96 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9 836 | 10,64 | 526 | 12,15 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 34 216 | 56,48 | 1 834 | 56,67 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 797 | 42,32 | 43 | 44,83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 7 155 369 | 58,18 | 383 456 | 58,39 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 40 075 | 13,75 | 2 148 | 13,90 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 11 315 | 0,00 | 606 | 0,17 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 74 137 | 3 973 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 63 469 | 3 401 | ||||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41 462 | 2 222 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252 157 | 36,29 | 13 513 | 36,48 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 700 150 | 63,71 | 91 111 | 63,92 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 264 181 | 15,45 | 14 157 | 15,60 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 566 067 | 30 336 | ||||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 4 911 | 0,00 | 263 | 0,38 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 95 268 | 1 058 433,33 | 5 105 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 475 828 | 3,38 | 78 717 | 3,02 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 326 852 | 117,01 | 17 464 | 117,17 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8 194 | 439 | ||||||
2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 925 | −14,44 | 318 | −14,32 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 377 875 | −17,60 | 20 250 | −17,49 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 11 240 | 23,73 | 602 | 23,87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 48 695 | 1 368,49 | 2 610 | 1 374,01 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 32 554 | 11,71 | 2 | 0,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 981 | 53 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 500 | 0,00 | 27 | 0,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 340 | −3,41 | 18 | 0,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316 167 | 1,15 | 16 943 | 1,29 | ||||
2025-08-14 | 13F | Colony Group, LLC | 10 068 | 34,78 | 540 | 35,09 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 135 131 | 5,31 | 7 242 | 5,45 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 412 063 | 50,03 | 21 909 | 49,05 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 702 | 145,91 | 574 | 146,98 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 176 130 | 15,29 | 9 439 | 15,90 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 25 584 | −88,42 | 1 371 | −88,40 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 225 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128 997 | −3,83 | 6 913 | −3,71 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 9 171 | 47,73 | 491 | 47,89 |