Participation institutionnelle et des fonds - Vendeurs
Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4 353 | -68,53 | 207 | -68,01 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 12 763 | -1,57 | 608 | -0,49 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 5 274 | -36,61 | 251 | -35,81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 166 576 | -8,69 | 7 929 | -7,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 194 662 | -14,93 | 9 266 | -14,01 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 273 442 | -13,19 | 13 016 | -12,25 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 164 745 | -30,96 | 7 841 | -30,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 87 698 | -6,81 | 4 175 | -5,80 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 31 295 | -1,43 | 1 490 | -0,40 | ||||
| 2025-04-14 | 13F | Client First Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4 845 | -0,39 | 231 | 0,44 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 4 404 | -83,86 | 210 | -83,74 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 74 698 | -4,26 | 3 556 | -3,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 29 657 | -1,55 | 1 412 | -0,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 100 | -80,53 | 52 | -80,45 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 29 657 | -19,94 | 1 412 | -20,06 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 36 585 | -44,03 | 1 741 | -43,42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 17 102 | -45,68 | 814 | -45,07 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 103 280 | -12,83 | 4 916 | -11,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 355 | -2,43 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 94 193 | -10,38 | 4 484 | -9,42 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25 492 | -8,71 | 1 213 | -7,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 200 702 | -2,90 | 9 554 | -1,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 555 | -23,96 | 2 121 | -23,16 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28 075 | -0,52 | 1 332 | 1,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 285 | -2,67 | 347 | -1,70 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9 511 | -13,58 | 453 | -12,74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 429 | -6,49 | 1 111 | -5,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 187 950 | -4,35 | 8 946 | -3,32 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 37 996 | -14,11 | 1 809 | -13,20 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152 646 | -7,49 | 7 | 0,00 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 12 183 | -3,42 | 580 | -2,53 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 801 399 | -15,65 | 38 147 | -14,74 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 546 | -0,44 | 692 | 0,73 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 543 | -77,09 | 1 168 | -76,84 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 106 732 | -4,74 | 5 080 | -3,70 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 137 645 | -20,64 | 6 552 | -19,79 |
