Statistiques de base
Propriétaires institutionnels | 154 total, 154 long only, 0 short only, 0 long/short - change of -3,14% MRQ |
Allocation moyenne du portefeuille | 0.1516 % - change of 7,96% MRQ |
Actions institutionnelles (Long) | 19 188 172 (ex 13D/G) - change of 0,22MM shares 1,15% MRQ |
Valeur institutionnelle (Long) | $ 377 071 USD ($1000) |
Participation institutionnels et actionnaires
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (US:PID) détient 154 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 19,188,172 actions. Les principaux actionnaires incluent Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Modern Wealth Management, LLC, Kaye Capital Management, Strategic Wealth Partners, Ltd., UBS Group AG, Bank Of America Corp /de/, Ameriprise Financial Inc, and Jones Financial Companies Lllp .
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (NasdaqGM:PID) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 9, 2025 is 21,17 / share. Previously, on September 10, 2024, the share price was 19,41 / share. This represents an increase of 9,07% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Nestegg Advisors, Inc. | 55 957 | 1,56 | 1 147 | 9,24 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 521 | 0,00 | 31 | 6,90 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 343 747 | -5,46 | 7 167 | 3,38 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 029 | 0,00 | 21 | 10,53 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 359 | 1,41 | 7 | 16,67 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 563 | 0,00 | 258 | 7,53 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 996 | 1,32 | 20 | 11,11 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 660 | -28,14 | 34 | -23,26 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1 792 | 0,00 | 37 | 5,88 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 119 140 | -1,27 | 2 442 | 6,13 | ||||
2025-08-14 | 13F | Comerica Bank | 17 994 | 38,79 | 369 | 48,99 | ||||
2025-08-04 | 13F | Assetmark, Inc | 12 | 0 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 720 | -5,26 | 15 | 0,00 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 10 408 | -0,14 | 213 | 7,58 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 31 098 | 54,92 | 638 | 66,75 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 76 691 | 21,96 | 1 572 | 31,11 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 1 008 078 | 20 666 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 40 425 | -1,62 | 829 | 5,75 | ||||
2025-07-18 | 13F | SimpliFi, Inc. | 22 238 | 1,29 | 456 | 8,85 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 27 382 | 0,00 | 522 | 4,19 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 13 876 | 0,00 | 284 | 7,58 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 193 351 | 1,17 | 3 964 | 8,75 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 131 064 | 3,92 | 2 733 | 10,47 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 44 024 | -13,32 | 902 | -6,82 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 12 794 | 0,66 | 262 | 8,26 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 81 924 | -21,56 | 1 674 | -15,75 | ||||
2025-05-13 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | BIP Wealth, LLC | 21 800 | -11,02 | 447 | -4,50 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 112 166 | -1,19 | 2 302 | 6,38 | ||||
2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 710 | 1,30 | 35 | 9,38 | ||||
2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 79 195 | -5,02 | 1 624 | 2,08 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 32 079 | -10,30 | 658 | -3,52 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 380 | 0,00 | 8 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 452 396 | 11,56 | 9 274 | 19,94 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16 735 | 7,50 | 343 | 15,88 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 | 0,00 | 0 | |||||
2025-08-07 | 13F | Atala Financial Inc | 11 095 | 227 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 856 | 40,08 | 38 | 52,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 37 794 | -30,99 | 775 | -25,86 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 265 | 0,00 | 5 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 223 329 | -0,02 | 25 078 | 7,47 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 836 | 4,33 | 222 | 12,12 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 958 671 | 0,73 | 19 653 | 6,93 | ||||
2025-04-23 | 13F | Silver Lake Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 27 545 | -3,37 | 1 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19 440 | -29,28 | 409 | -22,98 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41 118 | 9,51 | 843 | 17,60 | ||||
2025-08-08 | 13F | Creative Planning | 112 265 | 4,58 | 2 301 | 12,41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 187 | 4 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 42 898 | 0,44 | 1 | |||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 902 | -2,80 | 18 | 5,88 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 219 472 | -4,64 | 4 499 | 2,51 | ||||
2025-08-05 | 13F | Alexander Randolph Advisory Inc | 25 256 | 0,04 | 518 | 7,48 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 24 523 | 0,00 | 503 | 7,49 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 254 266 | 0,24 | 5 212 | 7,75 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 038 | 0,00 | 42 | 7,89 | ||||
2025-07-22 | 13F | Accel Wealth Management | 73 810 | -20,37 | 1 513 | -14,37 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 38 262 | 0,00 | 784 | 7,54 | ||||
2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 18 171 | 0,00 | 333 | 2,15 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 424 | 29 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 3 525 | 8,39 | 72 | 22,03 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 820 | 201 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 4 560 | 0,00 | 93 | 8,14 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 96 869 | -46,50 | 2 | -66,67 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 1 900 | 0,00 | 39 | 5,56 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 113 | -2,49 | 43 | 10,26 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 10 274 | 0,00 | 196 | 3,72 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 36 785 | -4,26 | 754 | 3,01 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1 222 | 1,24 | 25 | 8,70 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 45 028 | 0,36 | 923 | 7,95 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 1,22 | 2 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 959 | 0,15 | 327 | 7,92 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10 000 | 0,00 | 205 | 12,02 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1 530 | 0,00 | 31 | 6,90 | ||||
2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231 826 | -6,07 | 5 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 600 290 | -5,04 | 32 806 | 2,08 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 117 955 | 2,72 | 2 418 | 10,46 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239 626 | 3,98 | 5 | 0,00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15 029 | 0,00 | 308 | 7,69 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 67 613 | 0,50 | 1 386 | 8,11 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 909 313 | 4,36 | 18 641 | 12,19 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 256 253 | -2,24 | 5 253 | 5,10 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 50 237 | -2,42 | 1 030 | 4,89 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 671 | 0,76 | 198 | 8,20 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 10 710 | 0,00 | 220 | 7,35 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 23 651 | 485 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32 964 | -4,14 | 1 | -100,00 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 51 884 | 1,05 | 1 064 | 8,58 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 61 943 | 0,00 | 1 270 | 7,45 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 5 289 | 3,58 | 108 | 11,34 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 28 954 | -21,07 | 594 | -15,16 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 847 494 | -1,90 | 16 908 | 2,63 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 15 810 | -7,84 | 324 | -0,92 | ||||
2025-07-29 | 13F | Private Trust Co Na | 713 | 0,00 | 15 | 7,69 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 029 | 0,00 | 21 | 10,53 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 17 044 | 0,12 | 349 | 7,72 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 111 | 1,28 | 23 | 10,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 131 687 | -9,79 | 64 200 | -3,02 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 30 579 | -0,98 | 627 | 6,46 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 273 | 6 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 791 | 0,00 | 16 | 6,67 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 22 001 | 1,29 | 451 | 8,94 | ||||
2025-08-05 | 13F | Tsfg, Llc | 6 450 | 0,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 5 893 | 0,00 | 121 | 5,26 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 227 036 | -2,49 | 4 654 | 4,82 | ||||
2025-08-14 | 13F | Mariner, LLC | 123 877 | -0,33 | 2 539 | 7,13 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 19 800 | 8,79 | 406 | 16,71 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 101 861 | 0,03 | 2 088 | 7,57 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 69 911 | 0,00 | 1 433 | 7,50 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 14 011 | 20,69 | 287 | 29,86 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 636 | 198 | ||||||
2025-08-14 | 13F | UBS Group AG | 912 142 | 0,19 | 18 699 | 7,71 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 390 | -3,59 | 49 | 2,13 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 322 602 | -6,80 | 6 615 | 0,18 | ||||
2025-08-14 | 13F | Fmr Llc | 8 125 | -9,25 | 167 | -2,35 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 12 864 | -2,38 | 264 | 4,78 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 259 480 | -1,19 | 5 320 | 6,25 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 63 232 | -1,62 | 1 296 | 5,80 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0,00 | 4 | 0,00 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 95 371 | 1 955 | ||||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 48 500 | 0,05 | 994 | 7,58 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 | 1 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 73 | 0,00 | 0 | |||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12 210 | 0,00 | 258 | 9,83 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 733 | 15 | ||||||
2025-08-12 | 13F | MAI Capital Management | 1 582 | 0,00 | 32 | 6,67 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 11 562 | 0,42 | 237 | 8,22 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 29 451 | -21,64 | 604 | -15,78 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 560 | 155 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 2 504 | -7,12 | 51 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 127 | 49,41 | 0 | |||||
2025-08-12 | 13F | Kaye Capital Management | 1 008 078 | -6,70 | 20 666 | 0,30 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 554 | 0,00 | 93 | 8,14 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0,00 | 1 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 551 873 | 54,56 | 11 220 | 64,77 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 55 478 | -1,57 | 1 137 | 5,87 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 29 168 | 3,40 | 598 | 11,17 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 40 011 | -2,21 | 820 | 5,13 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 1 025 | 0,00 | 21 | 10,53 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 16 447 | 28,37 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 204 | 1,29 | 209 | 8,85 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24 685 | -0,02 | 506 | 7,66 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36 089 | -9,04 | 740 | -2,25 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 212 | 0,00 | 25 | 8,70 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25 741 | -1,94 | 1 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 43 934 | 8,41 | 901 | 16,58 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 78 852 | 0,58 | 1 616 | 8,09 | ||||
2025-08-04 | 13F | Atria Investments Llc | 47 648 | -66,62 | 977 | -64,14 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 227 498 | 0,52 | 4 664 | 8,06 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 205 621 | 6,37 | 4 215 | 14,35 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 79 778 | 8,89 | 1 653 | 19,11 | ||||
2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58 509 | 0,06 | 1 199 | 7,53 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 321 | 1,26 | 7 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 49 196 | -66,65 | 1 | -50,00 | ||||
2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 88 783 | 186,05 | 1 820 | 207,95 |