Podstawowe statystyki
| Właściciele instytucjonalni | 170 total, 170 long only, 0 short only, 0 long/short - change of 6,90% MRQ |
| Średnia alokacja portfela | 0.4412 % - change of 21,13% MRQ |
| Akcje instytucjonalne (długie) | 13 663 939 (ex 13D/G) - change of 0,55MM shares 10,88% MRQ |
| Wartość instytucjonalna (długa) | $ 456 448 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (MX:COMT) posiada 170 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 13,663,939 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Assetmark, Inc, Tradewinds Capital Management, LLC, Ameriprise Financial Inc, Morgan Stanley, Colony Group, LLC, UBS Group AG, Susquehanna International Group, Llp, VCI Wealth Management LLC, and Vontobel Holding Ltd. .
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (BMV:COMT) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
aby odblokować dane premium i eksportować do Excela 
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | 13F | Security Financial Services, INC. | 7 275 | -21,39 | 246 | 6,52 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 6 679 | 226 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1 387 976 | 234 752,12 | 46 927 | 335 092,86 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 200 | 7 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Nwam Llc | 200 180 | 1,79 | 6 768 | 36,07 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 006 | -15,11 | 34 | 17,24 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 15 500 | 524 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 427 | -44,04 | 14 | -22,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 503 | -35,35 | 17 | -10,53 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 9 984 | -98,55 | 338 | -98,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 403 748 | 84,40 | 13 651 | 150,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 322 | 3 124,39 | 45 | 4 300,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 828 | 0,00 | 28 | 35,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 37 415 | 1 | ||||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 77 | 0,00 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6 569 | 222 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 | -25,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 495 | -97,67 | 17 | -96,96 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7 016 | 237 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 055 | 0 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 63 470 | 23,69 | 2 146 | 67,97 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2 309 | 0,00 | 78 | 36,84 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 557 | 222 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8 729 | 0,00 | 295 | 35,94 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73 934 | 2 500 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 203 | 0,00 | 7 | 20,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 644 386 | 349,62 | 21 786 | 510,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 950 | 1,50 | 539 | 37,85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 74 620 | 2 523 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15 441 | -31,96 | 522 | -7,45 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 113 403 | 1,49 | 4 099 | 47,39 | ||||
| 2026-05-15 | 13F | Nano Cap New Millennium Growth Fund L P | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 809 | 298 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8 308 | 281 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 237 | 8 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 995 | 107 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 32 763 | 0,00 | 1 108 | 35,83 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15 017 | 14,86 | 508 | 56,00 | ||||
| 2026-02-03 | 13F | Fulcrum Asset Management LLP | 211 | 26 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13 607 | 37,81 | 460 | 87,76 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 473 | 243,57 | 136 | 223,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 8 085 | -17,49 | 273 | 12,35 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16 529 | 21,24 | 559 | 64,60 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 69 470 | 97,43 | 2 349 | 168,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 324 202 | 14,36 | 8 071 | 6,02 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 60 | 0,00 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 218 | 314,29 | 41 | 485,71 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 19 | -45,71 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 251 585 | 8 506 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9 326 | -9,17 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 393 | 35 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 602 | 20 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14 115 | 1,22 | 477 | 37,46 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 20 000 | -95,75 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 51 334 | 1 736 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 | 2 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 896 | -14,72 | 98 | 15,48 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 22 383 | 757 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 197 | 38 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 16 255 | -3,70 | 550 | 30,71 | ||||
| 2026-05-15 | 13F | Fmr Llc | 211 | 7 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11 430 | 386 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 286 | 0,00 | 10 | 28,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10 727 | 0,57 | 363 | 36,60 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 64 | -32,63 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 147 321 | 4 981 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 21 040 | 711 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 327 | -3,06 | 518 | 31,81 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 659 | 21,81 | 22 | 69,23 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 226 428 | -3,30 | 7 656 | 31,33 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 294 | 9,11 | 44 | 48,28 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12 583 | 425 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 74 005 | -4,18 | 2 502 | 23,01 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2 228 | -15,19 | 74 | 13,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104 135 | 57,22 | 3 521 | 113,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 29 115 | 0,15 | 984 | 36,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 495 | 17 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12 470 | -37,60 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8 343 | 289 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12 173 | -10,74 | 412 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53 090 | 78,42 | 1 822 | 146,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 61 689 | 0,68 | 2 086 | 26,75 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34 911 | 1 180 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 164 280 | 340,97 | 5 555 | 499,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 661 | -64,52 | 22 | -52,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3 259 | 0,00 | 110 | 35,80 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 093 | 692,03 | 37 | 1 100,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 67 088 | 11,76 | 2 268 | 51,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 37 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8 793 | 0,00 | 297 | 36,24 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 91 466 | -26,04 | 3 092 | 0,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 14 000 | 19,96 | 473 | 63,10 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35 328 | 1 194 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 79 | 3 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 19 086 | 27,97 | 645 | 73,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 195 931 | 179,39 | 6 624 | 279,60 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 7 266 | -24,98 | 246 | 1,66 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 701 | 23,85 | 24 | 64,29 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 6 798 | 230 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 1 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 760 | 0,00 | 26 | 38,89 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9 570 | 0,00 | 324 | 35,71 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 17 000 | -17,07 | 575 | 12,55 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 2 558 624 | 1 022,18 | 86 507 | 1 424,08 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 197 672 | -1,83 | 6 683 | 33,34 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 302 | 10 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 0,00 | 17 | 54,55 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 10 392 | -16,11 | 351 | 6,36 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 61 324 | -14,38 | 2 011 | 12,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 096 | -1,88 | 37 | 37,04 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 40 334 | -1,97 | 1 364 | 33,11 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24 966 | 1,85 | 844 | 38,36 | ||||
| 2026-05-15 | 13F | EFG International AG | 1 805 | 0,00 | 61 | 38,64 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 51 401 | -9,40 | 1 738 | 23,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 40 479 | -19,58 | 1 369 | 9,18 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19 588 | 662 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 28 081 | -50,72 | 949 | -33,07 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 17 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1 475 | -39,02 | 50 | -18,33 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8 343 | 289 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 267 032 | 47,42 | 110 458 | 100,21 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 72 | -4,00 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 98 | 3 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 136 | 0,00 | 5 | 33,33 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12 034 | 29,70 | 407 | 76,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 294 852 | 116,25 | 9 969 | 193,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25 897 | 60,91 | 876 | 118,75 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 453 | 1 712,00 | 15 | 36,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 78 665 | -11,79 | 2 660 | 19,77 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26 651 | 12,10 | 901 | 52,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 633 | 76,82 | 21 | 162,50 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 10 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 72 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 7 805 | 264 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 59 740 | 0,00 | 2 020 | 35,78 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 200 | 0 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 167 | 0,00 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 35 704 | 1 207 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 111 | -3,34 | 3 182 | 31,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3 605 | 122 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 18 014 | -71,63 | 609 | -61,46 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9 892 | 12,68 | 334 | 53,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 521 | 0,86 | 51 | 37,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172 363 | 17,69 | 5 828 | 59,82 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 93 692 | 3 168 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 163 | -8,94 | 6 | 25,00 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 110 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 49 705 | -13,26 | 1 681 | 17,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12 901 | 48,24 | 436 | 101,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 005 | 167 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 82 140 | 8,10 | 2 777 | 46,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2 396 | 509,67 | 60 | 490,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 7 579 | 256 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 166 | 6 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 49 268 | 1 666 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 198 518 | -9,08 | 6 712 | 23,48 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 006 | 1 696,43 | 34 | 3 300,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 205 400 | -65,87 | 6 945 | -53,66 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8 326 | 282 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 555 | 0,00 | 19 | 38,46 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 48 567 | 2,42 | 1 642 | 39,15 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 11 984 | 1,37 | 405 | 37,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 235 | 31 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 52 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 372 | 80 | ||||||
| 2026-05-07 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 105 985 | 0,57 | 3 583 | 36,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6 542 | 227 | ||||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 330 | 0,00 | 11 | 37,50 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 123 695 | 4 202 |
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