Institutionelle und Fonds-Eigentümerschaft - Verkäufer
Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 36.373 | -3,33 | 1.541 | -1,22 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1.895 | -18,74 | 80 | -16,67 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 13.057 | -0,98 | 553 | 1,28 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 546.242 | -1,99 | 23.144 | 0,12 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 12.880 | -9,42 | 546 | -7,47 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 34.674 | -4,47 | 1.469 | -2,39 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 48.078 | -1,08 | 2.037 | 1,09 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 4.228 | -12,17 | 179 | -10,05 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 20.278 | -46,79 | 859 | -47,53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.911 | -13,26 | 378 | -11,50 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 5.926 | -1,76 | 251 | 0,40 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 9.282 | -8,21 | 393 | -6,21 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 19.976 | -0,94 | 846 | 1,20 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 9.531 | -8,11 | 404 | -6,28 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 104.993 | -2,16 | 4.449 | -0,07 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 10.590 | -3,69 | 449 | -1,75 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 17.359 | -23,50 | 735 | -21,89 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 279 | -19,36 | 12 | -21,43 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 156.151 | -1,03 | 6.616 | 1,10 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 5.811 | -4,38 | 246 | -2,38 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 65.540 | -23,24 | 2.777 | -21,60 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 14.364 | -5,42 | 609 | -3,34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 17.966 | -0,78 | 761 | 1,33 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 25.710 | -24,00 | 1.089 | -8,72 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 12.871 | -18,07 | 545 | -16,28 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 8.621 | -4,59 | 365 | -2,41 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 68.277 | -8,12 | 2.893 | -6,16 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 340.438 | -0,30 | 14.424 | 1,84 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 533.465 | -1,66 | 22.128 | -0,72 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 18.482 | -8,40 | 783 | -6,34 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 260.449 | -1,13 | 11.035 | 0,99 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.663 | -10,16 | 70 | -7,89 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 16.773 | -8,56 | 711 | -6,58 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 4.814 | -33,43 | 204 | -32,11 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 5.382 | -0,54 | 228 | 1,79 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 55.204 | -0,58 | 2.339 | 1,52 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 13.384 | -2,35 | 567 | -0,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.807 | -0,99 | 74 | -1,33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 28.041 | -1,90 | 1.188 | -4,42 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 374.559 | -5,24 | 15.870 | -3,21 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 7.924 | -9,09 | 336 | -7,20 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 16.424 | -2,85 | 696 | -0,86 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 20.206 | -4,04 | 856 | -1,95 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 20.479 | -9,09 | 868 | -7,17 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 88.905 | -0,79 | 3.767 | 1,35 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 11.712 | -7,13 | 496 | -5,16 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12.357 | -1,36 | 524 | 0,77 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 73.007 | -13,72 | 3.089 | -15,04 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 85.003 | -0,05 | 3.602 | 2,10 |
