UTG Reaves Utility Income Fund Action - prix de l'action, participation institutionnelle, actionnaires (NYSEAM)

Reaves Utility Income Fund
US ˙ NYSEAM

Statistiques de base
Propriétaires institutionnels 223 total, 223 long only, 0 short only, 0 long/short - change of 7,69% MRQ
Allocation moyenne du portefeuille 0.1353 % - change of 1,65% MRQ
Actions institutionnelles (Long) 12 836 415 (ex 13D/G) - change of 1,42MM shares 12,44% MRQ
Valeur institutionnelle (Long) $ 426 409 USD ($1000)
Participation institutionnels et actionnaires

Reaves Utility Income Fund (US:UTG) détient 223 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 12,836,415 actions. Les principaux actionnaires incluent Bank Of America Corp /de/, Morgan Stanley, Cornerstone Advisors, LLC, Wells Fargo & Company/mn, LPL Financial LLC, Commonwealth Equity Services, Llc, Royal Bank Of Canada, Cornerstone Strategic Value Fund Inc, Ameriprise Financial Inc, and J.w. Cole Advisors, Inc. .

Reaves Utility Income Fund (NYSEAM:UTG) 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 5, 2025 is 37,39 / share. Previously, on September 9, 2024, the share price was 30,48 / share. This represents an increase of 22,67% over that period.

UTG / Reaves Utility Income Fund Institutional Ownership
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

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

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.

UTG / Reaves Utility Income Fund Historical Put/Call Ratio
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 pour débloquer des données premium et les exporter vers Excel .

Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-08-12 13F J.w. Cole Advisors, Inc. 362 956 366,21 13 132 418,40
2025-08-12 13F LPL Financial LLC 616 607 2,90 22 309 14,41
2025-08-12 13F CIBC Private Wealth Group, LLC 300 -0,33 11 25,00
2025-08-11 13F Elequin Capital Lp 0 -100,00 0
2025-07-24 13F Edge Financial Advisors LLC 8 215 298
2025-07-29 13F Stephens Inc /ar/ 26 913 5,38 974 17,09
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2025-05-06 13F Proficio Capital Partners LLC 0 -100,00 0 -100,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 58 209 7,56 2 106 19,53
2025-05-06 13F Kovack Advisors, Inc. 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 382 317 -22,02 13 827 -12,98
2025-08-14 13F CoreCap Advisors, LLC 5 604 -8,19 203 2,02
2025-07-17 13F Sterling Investment Advisors, Ltd. 192 359 3,88 6 960 15,50
2025-07-25 13F Atria Wealth Solutions, Inc. 50 949 -19,13 1 843 -10,10
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-08-06 13F Wedbush Securities Inc 36 009 8,18 1 0,00
2025-07-22 13F Belpointe Asset Management LLC 14 011 -7,00 507 3,27
2025-08-11 13F Western Wealth Management, LLC 7 095 257
2025-08-14 13F Federation des caisses Desjardins du Quebec 358 0,00 13 9,09
2025-08-14 13F Beaird Harris Wealth Management, LLC 175 0,00 6 20,00
2025-08-06 13F Commonwealth Equity Services, Llc 509 049 3,98 18 20,00
2025-08-11 13F Private Advisor Group, LLC 140 633 6,95 5 088 18,93
2025-07-15 13F Wealth Effects Llc 69 699 0,14 2 522 11,35
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 3 795 0,00 123 2,50
2025-07-18 13F Consolidated Portfolio Review Corp 132 011 -13,26 4 776 -3,55
2025-08-04 13F Pensionmark Financial Group, Llc 40 221 -31,59 1 455 -23,94
2025-07-11 13F/A Umb Bank N A/mo 574 0,00 21 11,11
2025-07-24 13F Costello Asset Management, INC 10 700 -1,42 387 9,63
2025-08-01 13F Gwn Securities Inc. 8 638 313
2025-08-13 13F Allie Family Office LLC 6 490 0,00 235 10,90
2025-08-19 13F Advisory Services Network, LLC 19 185 0,15 734 17,82
2025-07-11 13F Seacrest Wealth Management, Llc 7 195 10,78 260 23,22
2025-08-14 13F Mercer Global Advisors Inc /adv 14 849 26,29 537 40,58
2025-07-17 13F Oak Family Advisors, Llc 249 394 -6,90 9 023 3,51
2025-08-11 13F Semus Wealth Partners LLC 12 809 -6,45 463 4,04
2025-08-12 13F MAI Capital Management 5 232 0,69 189 11,83
2025-07-21 13F Hilltop National Bank 590 0,00 21 16,67
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-07-24 13F Financial Security Advisor, Inc. 10 000 0,00 362 11,08
2025-08-01 13F Centerpoint Advisors, LLC 1 700 0,00 0
2025-08-12 13F Tradition Wealth Management, LLC 98 261 1,40 3 555 12,75
2025-07-15 13F Fifth Third Bancorp 950 0,00 34 13,33
2025-07-22 13F Kercheville Advisors, LLC 34 770 -2,16 1 258 8,74
2025-08-13 13F StoneX Group Inc. 12 464 -8,39 451 1,81
2025-08-11 13F HighTower Advisors, LLC 17 207 -5,04 623 5,60
2025-08-12 13F Jpmorgan Chase & Co 228 -70,47 8 -68,00
2025-05-19 13F Smith Asset Management Co., LLC 80 660 -0,28 2 625 2,38
2025-07-07 13F Versant Capital Management, Inc 234 0,00 8 14,29
2025-08-14 13F UBS Group AG 188 829 7,57 6 832 19,59
2025-08-14 13F Integrated Wealth Concepts LLC 12 104 438
2025-08-12 13F Jefferies Financial Group Inc. 9 014 326
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2025-06-27 NP Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 9 808 -11,53 322 -12,05
2025-07-24 13F Morton Brown Family Wealth, LLC 153 6
2025-07-21 13F Future Financial Wealth Managment LLC 26 170 1,83 947 13,16
2025-08-14 13F Stifel Financial Corp 255 169 14,06 9 232 26,82
2025-08-04 13F Roble, Belko & Company, Inc 72 1,41 0
2025-08-28 NP Cohen & Steers Closed-end Opportunity Fund, Inc. 20 000 30,85 724 73,80
2025-07-24 13F Us Bancorp \de\ 13 284 -9,90 481 0,21
2025-07-30 13F Brookstone Capital Management 22 606 7,27 818 19,27
2025-08-04 13F Creative Financial Designs Inc /adv 5 677 3,77 205 15,17
2025-08-12 13F AlphaCore Capital LLC 30 825 9,25 1 115 21,46
2025-08-15 13F Equitable Holdings, Inc. 11 711 7,18 424 19,15
2025-05-12 13F Wolverine Asset Management Llc 0 -100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 4 225 0,00 153 10,95
2025-07-28 13F/A Penbrook Management LLC 6 075 -37,53 220 -30,70
2025-07-10 13F Focus Financial Network, Inc. 10 882 6,01 394 17,66
2025-08-22 NP Cornerstone Strategic Value Fund Inc 482 478 74,39 17 456 93,91
2025-07-14 13F Armstrong Advisory Group, Inc 254 9
2025-08-13 13F Keystone Financial Group 5 640 204
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 14 045 29,21 508 43,91
2025-08-14 13F Mml Investors Services, Llc 17 658 -16,50 1
2025-07-31 13F/A Avion Wealth 0 0
2025-08-13 13F Baird Financial Group, Inc. 7 586 7,91 274 20,18
2025-08-13 13F Lido Advisors, LLC 150 194 0,55 5 434 11,81
2025-08-08 13F Cetera Investment Advisers 150 407 0,73 5 442 12,00
2025-08-14 13F Royal Bank Of Canada 493 887 -1,45 17 868 9,57
2025-08-07 13F Samalin Investment Counsel, LLC 19 814 1,30 717 12,58
2025-08-08 13F Good Life Advisors, LLC 67 552 1,45 2 444 12,83
2025-07-25 13F Commonwealth Financial Services, LLC 5 819 211
2025-08-07 13F Kestra Private Wealth Services, Llc 0 -100,00 0
2025-05-15 13F Family Office Research LLC 0 -100,00 0
2025-07-25 NP FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 510 7,99 848 13,83
2025-07-16 13F ORG Partners LLC 7 564 5,22 275 16,10
2025-07-09 13F Triumph Capital Management 7 982 -7,85 289 2,49
2025-08-04 13F Assetmark, Inc 645 23
2025-08-15 13F Kestra Advisory Services, LLC 36 177 2,84 1 309 14,34
2025-08-08 13F Cornerstone Advisors, LLC 732 485 80,17 26 501 100,33
2025-08-06 13F Moors & Cabot, Inc. 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 359 116 -2,20 12 993 8,74
2025-08-07 13F Parkside Financial Bank & Trust 485 0,00 18 13,33
2025-04-21 13F Beacon Capital Management, LLC 0 -100,00 0
2025-07-25 13F Welch Group, LLC 22 500 18,32 814 31,93
2025-08-08 13F IMA Wealth, Inc. 0 -100,00 0
2025-08-14 13F Certified Advisory Corp 15 246 -11,98 552 -2,13
2025-09-04 13F/A Advisor Group Holdings, Inc. 237 084 1,35 8 579 12,71
2025-08-11 13F Principal Securities, Inc. 6 751 1,86 244 16,19
2025-08-15 13F Morgan Stanley 975 172 1,53 35 282 12,89
2025-08-05 13F Sigma Planning Corp 28 890 0,71 1 045 12,00
2025-05-06 13F Readystate Asset Management Lp 0 -100,00 0 -100,00
2025-08-06 13F AE Wealth Management LLC 16 802 -2,26 608 8,59
2025-08-08 13F Westbourne Investment Advisors, Inc. 22 900 829
2025-08-13 13F Custom Index Systems, Llc 6 679 2,39 242 13,68
2025-07-08 13F Ballew Advisors, Inc 5 664 204
2025-08-12 13F Landscape Capital Management, L.l.c. 0 -100,00 0
2025-07-16 13F Maridea Wealth Management LLC 15 310 1,88 554 13,09
2025-08-14 13F Jane Street Group, Llc 14 039 508
2025-08-13 13F Alerus Financial Na 267 10
2025-08-06 13F Atlantic Union Bankshares Corp 201 7
2025-08-12 13F Armor Investment Advisors, LLC 21 050 4,54 762 16,18
2025-08-07 13F Allworth Financial LP 4 289 38,89 155 58,16
2025-08-13 13F Per Stirling Capital Management, LLC. 13 254 8,37 480 20,65
2025-08-13 13F Walleye Capital LLC 20 496 742
2025-07-31 13F Leavell Investment Management, Inc. 0 -100,00 0
2025-08-13 13F Guggenheim Capital Llc 178 906 -18,82 6 473 -9,74
2025-07-28 13F Mission Hills Financial Advisory, LLC 12 374 448
2025-08-05 13F Huntington National Bank 0 -100,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 11 241 407
2025-08-11 13F Novak & Powell Financial Services, Inc. 7 941 1,33 287 12,55
2025-08-12 13F Proequities, Inc. 0 0
2025-07-02 13F HBW Advisory Services LLC 32 143 1,05 1 163 12,27
2025-07-14 13F AdvisorNet Financial, Inc 1 461 73,93 53 92,59
2025-08-14 13F Colony Group, LLC 8 335 -5,01 302 5,61
2025-07-25 13F We Are One Seven, LLC 13 726 4,21 497 15,89
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-08-06 13F Carnegie Lake Advisors LLC 28 609 -7,59 1 0,00
2025-07-29 13F Tradewinds Capital Management, LLC 320 0,00 12 10,00
2025-07-16 13F West Branch Capital LLC 830 1,22 30 15,38
2025-08-04 13F ELCO Management Co., LLC 7 550 -0,66 273 10,53
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-14 13F Sowell Financial Services LLC 57 609 -0,59 2 084 10,56
2025-07-25 13F Cwm, Llc 22 769 2,36 1
2025-08-13 13F Cary Street Partners Financial Llc 5 808 210
2025-07-08 13F Nbc Securities, Inc. 51 173 -7,98 2 0,00
2025-08-12 13F Retirement Planning Co of New England, Inc. 0 -100,00 0 -100,00
2025-08-18 13F Hollencrest Capital Management 395 0,00 14 16,67
2025-08-13 13F Summit Financial, LLC 7 744 13,67 280 26,70
2025-07-07 13F Investors Research Corp 7 077 0,00 256 11,30
2025-07-08 13F Webster Bank, N. A. 995 0,00 36 9,38
2025-08-13 13F Leslie Global Wealth, LLC 9 667 0,00 350 11,15
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-08-12 13F XTX Topco Ltd 14 844 537
2025-08-14 13F Vivaldi Capital Management, LLC 24 350 0,00 881 11,11
2025-07-02 13F Neville Rodie & Shaw Inc 12 701 0,00 0
2025-08-07 13F Nwam Llc 7 480 20,45 285 41,09
2025-07-17 13F Janney Montgomery Scott LLC 93 563 36,82 3 50,00
2025-08-08 13F Pnc Financial Services Group, Inc. 34 599 86,71 1 252 107,81
2025-08-11 13F/A Purus Wealth Management, LLC 6 406 232
2025-08-14 13F Cohen & Steers, Inc. 20 000 1
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 632 944 1,33 22 900 12,66
2025-07-22 13F Wealthcare Advisory Partners LLC 8 694 6,00 315 18,05
2025-07-29 13F Balboa Wealth Partners 8 761 -9,74 317 0,32
2025-04-25 13F Albion Financial Group /ut 0 -100,00 0
2025-08-14 13F Bank Of America Corp /de/ 1 043 401 11,74 37 750 24,24
2025-07-22 13F DAVENPORT & Co LLC 17 087 30,03 618 44,73
2025-07-15 13F North Star Investment Management Corp. 1 450 0,00 52 10,64
2025-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2025-08-06 13F Savant Capital, LLC 6 142 222
2025-08-14 13F Matrix Private Capital Group Llc 11 550 -4,94 418 5,57
2025-08-07 13F Sound View Wealth Advisors Group, LLC 14 725 -5,66 533 4,93
2025-08-13 13F EverSource Wealth Advisors, LLC 2 500 0,00 90 11,11
2025-08-06 13F Aspect Partners, LLC 100 0,00 4 0,00
2025-07-08 13F Dover Advisors, Llc 9 600 9,71 347 22,18
2025-08-08 13F Hartland & Co., LLC 550 0,00 20 11,76
2025-07-16 13F Signaturefd, Llc 4 000 -0,77 145 9,92
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 100 0,00 4 0,00
2025-07-23 13F Abel Hall, LLC 10 000 362
2025-08-14 13F Visionary Wealth Advisors 11 620 47,72 420 64,71
2025-07-18 13F SOA Wealth Advisors, LLC. 613 0,00 22 15,79
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8 803 13,78 318 26,69
2025-07-29 13F Salomon & Ludwin, LLC 580 0,00 21 11,11
2025-05-12 13F Sandy Spring Bank 201 0,00 7 0,00
2025-08-04 13F Spire Wealth Management 4 430 -6,12 160 4,58
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-08-12 13F Change Path, LLC 57 193 -9,29 2 069 0,88
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 91 696 3,85 3 50,00
2025-07-16 13F Signature Resources Capital Management, LLC 250 0,00 9 12,50
2025-08-13 13F Everstar Asset Management, LLC 5 650 204
2025-08-15 13F Resources Management Corp /ct/ /adv 356 0,00 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 22 283 806
2025-08-29 13F Centaurus Financial, Inc. 54 102 -2,54 2 0,00
2025-08-13 13F Colonial Trust Advisors 1 500 0,00 54 12,50
2025-08-08 13F Calamos Advisors LLC 9 808 -7,99 355 2,31
2025-07-21 13F Ameritas Advisory Services, LLC 2 664 96
2025-08-18 13F Geneos Wealth Management Inc. 3 216 0,25 116 11,54
2025-07-25 13F Orca Investment Management, LLC 9 775 0,00 354 11,01
2025-07-15 13F Fortitude Family Office, LLC 340 12
2025-08-08 13F Larson Financial Group LLC 1 442 0,00 52 13,04
2025-07-31 13F Oppenheimer & Co Inc 58 928 17,60 2 132 30,80
2025-08-05 13F Key FInancial Inc 554 0,00 20 11,11
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 15 575 0,00 564 11,26
2025-07-08 13F/A Salem Investment Counselors Inc 1 246 0,00 45 12,50
2025-08-12 13F NWF Advisory Services Inc. 25 240 821
2025-08-12 13F Steward Partners Investment Advisory, Llc 32 998 6,06 1 194 17,89
2025-08-01 13F Logan Capital Management Inc 1 000 0,00 36 12,50
2025-08-15 13F CI Private Wealth, LLC 12 841 465
2025-09-04 13F Beacon Capital Management, Inc. 34 500 43,75 1 248 50,72
2025-08-12 13F Laurel Wealth Advisors LLC 90 450 3 518,00 2 -97,53
2025-08-19 13F Anchor Investment Management, LLC 1 622 1,69 59 13,73
2025-08-08 13F Avantax Advisory Services, Inc. 16 096 2,73 582 14,34
2025-08-14 13F Comerica Bank 19 164 1,70 693 13,05
2025-05-07 13F Ramirez Asset Management, Inc. 0 -100,00 0
2025-05-12 13F Virtu Financial LLC 0 -100,00 0
2025-08-13 13F JBR Co Financial Management Inc 131 812 -3,16 4 769 7,65
2025-08-11 13F Delta Asset Management Llc/tn 200 0,00 7 16,67
2025-07-08 13F Atlas Brown,Inc. 19 579 -5,87 708 4,73
2025-08-12 13F Global Retirement Partners, LLC 1 692 61
2025-07-09 13F Sunpointe, LLC 17 774 -25,10 643 -16,71
2025-08-08 13F Islay Capital Management, Llc 0 0
2025-07-17 13F XML Financial, LLC 49 655 3,62 1 797 15,20
2025-07-29 13F Stratos Wealth Partners, LTD. 40 375 21,78 1 461 35,44
2025-04-29 13F Raleigh Capital Management Inc. 0 -100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 253 0,00 45 12,50
2025-08-14 13F Peapack Gladstone Financial Corp 8 150 -6,25 0
2025-07-08 13F Lowe Wealth Advisors, LLC 6 250 1,63 226 13,00
2025-08-12 13F BlackRock, Inc. 384 0,00 14 8,33
2025-07-23 13F Stonegate Investment Group, LLC 7 171 0,11 259 11,16
2025-07-24 13F IFP Advisors, Inc 2 307 -51,88 83 -46,45
2025-07-17 13F Oakworth Capital, Inc. 9 000 0,00 326 11,30
2025-07-16 13F ORG Wealth Partners, LLC 591 1,72 21 10,53
2025-08-11 13F Wealthspire Advisors, LLC 97 683 64,07 3 534 82,45
2025-07-29 13F Private Trust Co Na 1 000 0,00 36 12,50
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 54 707 16,46 1 967 28,73
2025-08-04 13F HBK Sorce Advisory LLC 13 067 11,07 473 23,56
2025-07-18 13F PFG Investments, LLC 14 280 4,18 517 15,70
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 24 534 0,22 888 11,43
2025-07-21 13F DHJJ Financial Advisors, Ltd. 98 0,00 4 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 1 067 -25,85 39 -17,39
2025-08-08 13F Creative Planning 23 109 3,42 836 14,99
2025-08-04 13F Flagship Harbor Advisors, Llc 10 875 0,00 393 11,33
2025-07-28 13F Harbour Investments, Inc. 5 152 0,00 186 11,38
2025-08-22 NP Cornerstone Total Return Fund Inc 250 007 92,49 9 045 114,03
2025-07-11 13F LongView Wealth Management 69 680 0,10 2 521 11,30
2025-08-07 13F Montag A & Associates Inc 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 287 238 17,78 10 392 30,96
2025-07-21 13F Ameriflex Group, Inc. 4 874 -74,07 173 -71,69
2025-08-14 13F GWM Advisors LLC 111 791 42,31 4 045 58,22
2025-07-23 13F Castle Rock Wealth Management, LLC 14 736 549
2025-08-07 13F Merrion Investment Management Co, LLC 25 000 0,00 904 11,19
2025-07-31 13F Graybill Bartz & Assoc Ltd 12 081 12,47 437 25,21
2025-08-04 13F Integrity Alliance, Llc. 33 623 9,32 1 216 21,60
2025-08-14 13F Monetary Management Group Inc 16 400 134,29 593 161,23
2025-08-13 13F Hollow Brook Wealth Management LLC 7 606 -11,90 275 -1,79
2025-07-09 13F Bank of New Hampshire 1 560 0,00 56 12,00
2025-08-06 13F Prospera Financial Services Inc 19 496 10,14 705 22,40
2025-07-16 13F Magnus Financial Group LLC 203 951 9,02 7 379 21,21
2025-08-04 13F Keybank National Association/oh 12 700 0,00 459 11,14
2025-08-14 13F Benjamin Edwards Inc 8 644 2,64 313 13,87
2025-08-14 13F Mariner, LLC 128 952 2,46 4 665 13,92
2025-08-11 13F Reaves W H & Co Inc 88 623 1,64 3 206 13,01
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 28 073 -0,67 1 016 10,45
2025-04-14 13F Bruce G. Allen Investments, LLC 0 -100,00 0 -100,00
2025-08-13 13F First Trust Advisors Lp 41 144 -0,45 1 489 10,71
2025-05-16 13F Jones Financial Companies Lllp 0 -100,00 0
2025-07-25 13F LRI Investments, LLC 1 440 0,00 52 13,04
2025-08-01 13F Envestnet Asset Management Inc 15 474 0,51 560 11,80
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