Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG Aware USD Corporate Bond ETF eröffnet haben, gehören Skyline Advisors, Inc., Cerity Partners LLC, Navigation Group, LLC, Csenge Advisory Group, Vantus Wealth LLC, Resolute Wealth Advisor, Inc., Gts Financial, Llc, GreatBanc Trust CO, Perennial Investment Advisors, LLC, American Capital Advisory, LLC, Wellington Grp LLC, GW&K Investment Management, LLC, Capital Investment Advisory Services, LLC, und Silver Grove Financial Group, Inc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 10.424 | 4,06 | 241 | 2,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.579 | 0,56 | 268 | -0,74 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 31.312 | 1,38 | 727 | 0,55 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 11.708 | 11,03 | 271 | 9,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 268.193 | 5,65 | 6 | 20,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.411 | 5,01 | 56 | 3,77 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 51.360 | 4,20 | 1.188 | 3,13 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 96.649 | 2,14 | 2.236 | 1,08 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45.852 | 1,43 | 1.061 | 0,28 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 54.597 | 61,02 | 1.262 | 58,62 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 27.625 | 1,11 | 639 | 0,16 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 318.544 | 1,08 | 7.370 | 0,01 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.735 | 1,95 | 318 | 0,63 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 21.545 | 9,03 | 499 | 7,79 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 25.095 | 26,73 | 581 | 25,27 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 11.991 | 0,86 | 280 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 239.270 | 26,63 | 5.536 | 25,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.061.700 | 14,10 | 24.565 | 12,90 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 73.608 | 1.703 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.341.489 | 8,53 | 77.314 | 7,39 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 30.308 | 0,75 | 701 | -0,28 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 11.195 | 2,31 | 261 | 2,35 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 59.648 | 15,04 | 1.380 | 13,86 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98.579 | 2.281 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 44.419 | 49,03 | 1.028 | 47,56 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 184.364 | 3,26 | 4.266 | 2,16 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 1 | ||||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 23.440 | 1,55 | 542 | 0,56 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 203.701 | 1,21 | 4.763 | 118.975,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 222 | 3,26 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 10.331 | 2,01 | 239 | 1,27 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 144.273 | 0,54 | 3.338 | -0,51 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 44.588 | 2,21 | 1.032 | 1,08 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16.062 | 4,28 | 372 | 3,06 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 3.750 | 0,75 | 87 | -1,15 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 218.857 | 27,53 | 5.064 | 26,16 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 139 | 157,41 | 3 | 200,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.213 | 28 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 252.770 | 0,74 | 5.849 | -0,32 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 680 | 10,75 | 16 | 7,14 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 20.386 | 7.563,91 | 470 | 7.733,33 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 29 | 1 | ||||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 13.442 | 0,19 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 41.146 | 9,71 | 952 | 8,55 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1.800 | 12,50 | 42 | 10,81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 30.586 | 106,75 | 708 | 104,93 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 15.514 | 8,38 | 359 | 7,19 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.114 | 26 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 77.581 | 7,06 | 1.795 | 5,96 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20.589 | 1,16 | 476 | -0,21 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 12.713 | 1,31 | 294 | -0,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 56.462 | 277,60 | 1.320 | 275,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 57.934 | 5,26 | 1.340 | 4,12 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 55.067 | 9,64 | 1.274 | 8,52 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 204.823 | 5,08 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 17.210 | 0,01 | 398 | -1,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 23.566 | 5,69 | 545 | 4,61 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 83.847 | 6,47 | 1.940 | 5,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 180.943 | 310,22 | 4.187 | 306,01 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 28.483 | 2,31 | 659 | 1,23 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 469.317 | 2,48 | 10.859 | 1,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3.172.247 | 685,11 | 73.399 | 676,87 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 13.649 | 0,73 | 316 | -0,32 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 72.177 | 3,77 | 1.670 | 2,71 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 1.028.616 | 0,75 | 24 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.351 | 13,96 | 101 | 12,36 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2.158.124 | 1,84 | 49.934 | 0,77 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 16.516 | 0,17 | 0 | |||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 37.716 | 0,47 | 873 | -0,57 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 818.823 | 22,93 | 18.946 | 126.200,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 30.651 | 2,48 | 709 | 1,43 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 46.629 | 1,06 | 1.079 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.317 | 10,86 | 54 | 10,42 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 9.976 | 231 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 6.297 | 0,74 | 146 | -0,68 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 9.216 | 213 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.549.638 | 1,42 | 104.664 | -0,23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 351.109 | 15,31 | 8.124 | 14,09 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10.714 | 248 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 48.960 | 20,30 | 1.133 | 19,03 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 38.535 | 6,64 | 892 | 5,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.339 | 8,07 | 216 | 6,93 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 8.707 | 201 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 271.606 | 0,58 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 56.392 | 28,02 | 1.305 | 26,60 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 17.169 | 19,64 | 397 | 18,51 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.689 | 1,56 | 39 | 2,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9.927.434 | 4,92 | 229.698 | 3,81 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 433.360 | 23,11 | 10.027 | 21,81 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 14.570 | 2,75 | 337 | 1,81 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 93 | 0 | ||||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 314.454 | 9,87 | 7.276 | 8,71 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2.111 | 2,03 | 49 | 0,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 86.139 | 277,82 | 1.993 | 273,92 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 2.057 | 15,37 | 48 | 14,63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 131 | 1.355,56 | 3 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 14.829 | 0,40 | 343 | -1,15 | ||||
| 2026-05-06 | 13F | Eq Llc | 23.259 | 13,49 | 538 | 12,32 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 22.668 | 2,51 | 524 | 1,35 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 47.390 | 8,97 | 1.096 | 7,24 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 54.275 | 1.256 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 10.566 | 244 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 30.882 | 4,30 | 715 | 3,18 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19.715 | 4,67 | 456 | 3,64 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 68.249 | 5,79 | 1.579 | 4,71 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 10.234 | 239 | ||||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 91.152 | 1,98 | 2.109 | 0,91 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 53.084 | 12,44 | 1.228 | 11,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 14.504 | 22,54 | 339 | 21,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 383.281 | 1,07 | 8.868 | 0,01 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 6.305 | 146 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 4.014 | 0,73 | 93 | -1,08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 861.162 | 3,07 | 19.925 | 1,98 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.086 | 7,52 | 25 | 8,70 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14.189 | 328 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 880 | 2,21 | 20 | 0,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 35.868 | 19,88 | 830 | 18,60 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 832.845 | 4,77 | 19.270 | 3,67 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 6.439 | 3,27 | 149 | 2,07 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 121.067 | 4,41 | 2.801 | 3,02 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 24.928 | 0,59 | 577 | -0,52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 127.395 | 26,09 | 2.948 | 24,77 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 10.962 | 0,91 | 253 | -0,79 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 27.327 | 108,92 | 632 | 107,21 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 22.292 | 47,48 | 516 | 44,66 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 138 | 3 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 41.262 | 7,22 | 954 | 6,24 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 | 0 | ||||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 23.045 | 3,13 | 533 | 2,11 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 98.454 | 3,43 | 2.278 | 2,38 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 603.397 | 5,34 | 13.961 | 4,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 59.785 | 4,81 | 1.383 | 3,75 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 62.030 | 1,80 | 1.435 | 0,77 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3.744 | 135,77 | 87 | 132,43 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 18.880 | 3,23 | 437 | 2,11 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 16.816 | 25,38 | 392 | 24,84 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 9.777 | 0,32 | 226 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 36.706 | 35,95 | 840 | 33,12 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.896 | 3.267,44 | 68 | 3.250,00 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 9.991 | 31,96 | 231 | 30,51 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2.785 | 64 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1.013 | 0,80 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 74.717 | 4,44 | 1.729 | 3,35 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 11.768 | 1,61 | 272 | 0,74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 48.613 | 18,86 | 1.125 | 17,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.273 | 1,24 | 77 | 0,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 49.799 | 7,56 | 1.152 | 6,47 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 9.463 | 7,21 | 219 | 5,83 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 14.664 | 2,50 | 339 | 0,89 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.142 | 4.865,22 | 26 | 0,00 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 13.897 | 6,65 | 322 | 5,59 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 6.794 | 43,03 | 157 | 41,44 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 243.091 | 3,02 | 5.625 | 1,92 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 48.098 | 6,11 | 1.113 | 4,91 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 26.250 | 1,55 | 607 | 0,50 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 25.496 | 70,39 | 590 | 68,77 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 202.382 | 0,64 | 4.696 | -0,13 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 16.136 | 0,74 | 373 | -0,27 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 31.968 | 37,79 | 740 | 36,35 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9.259 | 2,11 | 217 | 1,41 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 19.579 | 3,52 | 453 | 2,49 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 76.668 | 0,92 | 1.774 | -0,17 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 464.978 | 12,30 | 10.759 | 11,11 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 33.826 | 783 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 826 | 0,73 | 19 | 0,00 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 52.141 | 2,53 | 1.206 | 1,43 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 156.770 | 1,97 | 3.666 | 1,21 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 54.099 | 3,07 | 1.252 | 1,96 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 25.224 | 1,97 | 584 | 0,87 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 32.484 | 101,10 | 752 | 99,20 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5.196 | 120 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 91.237 | 3,08 | 2.111 | 2,03 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 67.772 | 11,79 | 1.568 | 10,66 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 19.014 | 0,36 | 0 | |||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 3.110 | 72 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.053 | 0,67 | 24 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 60.257 | 8,52 | 1.394 | 7,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5.383 | 2,03 | 125 | 0,81 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 7.950 | 14,39 | 184 | 12,96 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 22.927 | 18,88 | 530 | 17,78 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 320.249 | 15,39 | 7.411 | 14,19 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 27.137 | 6,15 | 628 | 5,03 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 9.000 | 208 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 9.967 | 1,94 | 231 | 0,88 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 181.359 | 2,08 | 4.196 | 1,01 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 58.124 | 1.345 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1.308.868 | 6,29 | 30.284 | 5,17 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.306 | 76 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 38.307 | 1,47 | 886 | 0,45 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 571.618 | 825,16 | 13.226 | 815,93 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 638 | 3,07 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 38.903 | 5,86 | 900 | 4,77 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 14.378 | 0,24 | 331 | -1,19 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13.839 | 5,77 | 320 | 4,92 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 928.326 | 0,69 | 21.479 | -0,38 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 21.968 | 7,14 | 508 | 6,05 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 15.634 | 0,26 | 362 | -0,82 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 68.941 | 30,00 | 1.589 | 28,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 222.983 | 8,82 | 5.214 | 8,83 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 244.396 | 369,49 | 5.655 | 364,59 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 741.792 | 1,53 | 17 | 0,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 902 | 0,78 | 21 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 13.214 | 5,23 | 306 | 4,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 12.014 | 20,60 | 278 | 19,40 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 39.719 | 4,88 | 919 | 3,84 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 41.751 | 0,01 | 966 | -1,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 65.299 | 82,42 | 1.511 | 80,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 88 | 2 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 12.014 | 2,36 | 278 | 1,09 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 72.495 | 6,19 | 1.677 | 5,08 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 33.548 | 198,36 | 776 | 196,18 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 9.022 | 1,69 | 209 | 0,48 |
