FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF - Institutionelles Eigentümerschaft - Verkäufer

Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
US ˙ ARCA ˙ US3160928087

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.

Upgradezum Freischalten von Premium-Daten.

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-04-13 13F Accelerate Investment Advisors LLC 1.765 -5,87 367 -12,83
2026-05-15 13F Strategic Advocates LLC 25 -89,88 5 -91,07
2026-05-14 13F Coastal Bridge Advisors, LLC 1.953 -13,47 406 -19,92
2026-04-22 13F Applied Capital LLC 0 -100,00 0
2026-01-22 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-04-14 13F XY Planning Network, Inc. 1.339 -6,69 282 -12,42
2026-02-17 13F Perennial Investment Advisors, LLC 0 -100,00 0
2026-04-08 13F Lineweaver Wealth Advisors, LLC 1.557 -45,41 324 -49,37
2026-05-05 13F SOUTH STATE Corp 210 -5,83 44 -14,00
2026-05-05 13F Bank of New York Mellon Corp 14.640 -31,65 3.046 -36,71
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-05 13F Putnam Fl Investment Management Co 2.312 -11,49 481 -18,09
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 981.242 -52,68 204.147 -56,18
2026-02-17 13F Snowden Capital Advisors LLC 32.631 -2,40 7.331 -1,29
2026-05-14 13F Mcrae Capital Management Inc 3.581 -10,85 745 -17,41
2026-05-15 13F MidFirst Bank 260 -20,00 54 -26,03
2026-05-08 13F Russell Investments Group, Ltd. 715 -20,11 149 -26,37
2026-05-15 13F RMB Capital Management, LLC 11.394 -16,23 2.370 -22,42
2026-04-17 13F Atlas Brown,Inc. 10.621 -1,85 2.210 -9,13
2026-04-29 13F Duncker Streett & Co Inc 8.078 -3,58 1.681 -10,73
2026-05-13 13F Kovitz Investment Group Partners, LLC 49.395 -58,95 10.277 -61,99
2026-05-15 13F Two Sigma Investments, Lp 54.788 -74,53 11.399 -76,41
2026-04-07 13F Park Avenue Securities Llc 9.914 -24,18 2 0,00
2026-05-06 13F FSA Advisors, Inc. 1.059 -0,56 220 -7,95
2026-05-11 13F Integrity Alliance, Llc. 2.175 -4,61 453 -11,72
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-04-15 13F Independence Financial Advisors, LLC 74.828 -6,84 15.568 -13,73
2026-05-14 13F Brown Brothers Harriman & Co 1.426 -63,88 297 -66,59
2026-04-10 13F Centurion Wealth Management LLC 2.641 -0,08 549 -7,42
2026-04-14 13F Nbc Securities, Inc. 261 -31,13 54 -36,47
2026-05-14 13F Lebenthal Global Advisors, LLC 2.540 -1,36 528 -8,65
2026-05-12 13F Riggs Asset Managment Co. Inc. 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 8.468 -58,40 1.762 -61,49
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-04-16 13F Southern Capital Advisors, Llc 32.796 -18,20 6.823 -24,26
2026-04-30 13F Primoris Wealth Advisors, Llc 36.455 -0,37 7.585 -7,75
2026-04-30 13F Private Trust Co Na 876 -3,31 182 -10,34
2026-05-07 13F MONECO Advisors, LLC 0 -100,00 0
2026-04-22 13F Vicus Capital 3.883 -96,55 808 -96,81
2026-04-08 13F Miracle Mile Advisors, LLC 2.548 -1,89 530 -9,09
2026-05-12 13F Smith Chas P & Associates Pa Cpas 0 -100,00 0
2026-05-05 13F Atria Investments Llc 8.074 -51,77 1.680 -55,36
2026-04-20 13F Independent Wealth Network Inc. 1.956 -2,15 407 -9,35
2026-04-22 13F Ridgecrest Wealth Partners, Llc 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 2.214 -11,08 461 -17,71
2026-04-15 13F Perkins Coie Trust Co 3.050 -4,09 635 -11,20
2026-04-22 13F TBH Global Asset Management, LLC 16.596 -23,15 3.453 -28,84
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-05-11 13F Savvy Advisors, Inc. 9.610 -8,17 1.999 -14,97
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 8.516 -1,20 1.772 -8,52
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 647.184 -9,94 145.403 91.347,80
2026-05-12 13F Belvedere Trading LLC Call 2.300 -46,51 479 -50,52
2026-04-14 13F Tradewinds Capital Management, LLC 0 -100,00 0
2026-04-15 13F Client 1st Advisory Group, Llc 7.840 -1,57 1.631 -8,83
2026-04-24 13F Private Advisor Group, LLC 12.135 -5,13 2.525 -12,15
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.525 -84,82 1.358 -85,95
2026-05-07 13F JSF Financial, LLC 6.187 -45,72 1.287 -49,73
2026-05-12 13F Stifel Financial Corp 110.601 -7,69 23.011 -14,51
2026-04-24 13F Root Financial Partners, LLC 2.096 -2,42 436 -9,54
2026-05-13 13F Visionary Wealth Advisors 16.541 -3,35 3.441 -10,51
2026-05-01 13F Sovran Advisors, LLC 5.372 -4,87 1.323 3,52
2026-05-13 13F PKS Advisory Services, LLC 3.184 -3,43 662 -10,54
2026-04-16 13F Ballast Rock Private Wealth LLC 0 -100,00 0
2026-04-29 13F Patron Partners Advisors, Llc 3.671 -1,53 764 -8,84
2026-05-04 13F Sigma Planning Corp 32.602 -1,30 6.783 -14,95
2026-04-28 13F Stratos Wealth Advisors, LLC 2.028 -23,21 422 -29,01
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 5.872 -62,67 1.222 -65,44
2026-05-14 13F Allworth Financial LP 18.278 -1,02 3.803 -8,34
2026-02-17 13F OmniStar Financial Group, Inc. 0 -100,00 0 -100,00
2026-04-27 13F Truist Financial Corp 8.142 -3,06 1.694 -10,28
2026-04-07 13F Farther Finance Advisors, LLC 6.894 -10,06 1.453 -15,68
2026-05-01 13F Thrivent Financial For Lutherans 3.993 -7,44 1
2026-04-14 13F Prospera Financial Services Inc 20.256 -0,67 4.215 -8,01
2026-04-17 13F RFG Advisory, LLC 8.847 -3,33 1.841 -10,51
2026-05-12 13F Ameritas Advisory Services, LLC 9.524 -1,48 1.981 -8,75
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-22 13F M3 Advisory Group, LLC 0 -100,00 0
2026-04-23 13F Spinnaker Trust 11.957 -2,92 2.488 -10,12
2026-04-29 13F ArborFi Advisors, LLC 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 8.453 -4,86 1.759 -11,92
2026-04-22 13F Richard Bernstein Advisors LLC 594.003 -55,47 123.588 -58,76
2026-05-18 13F Centaurus Financial, Inc. 3.231 -12,18 1
2026-05-11 13F Legacy Edge Advisors, LLC 0 -100,00 0
2026-05-15 13F Talon Private Wealth, LLC 1.523 -16,78 317 -12,22
2026-05-15 13F Vestmark Advisory Solutions, Inc. 9.960 -55,17 2.072 -58,49
2026-04-15 13F Eaton Financial Holdings Company, LLC 64.451 -31,18 13.409 -36,27
2026-05-07 13F Sagespring Wealth Partners, Llc 1.678 -9,30 349 -15,90
2026-04-17 13F Certified Advisory Corp 10.442 -7,07 2.173 -13,95
2026-05-08 13F SHP Wealth Management 3.657 -9,32 761 -16,00
2026-04-23 13F Summit Wealth Group Llc / Co 13.646 -19,34 2.839 -25,29
2026-05-12 13F Baker Avenue Asset Management, LP 8.854 -2,75 1.842 -9,93
2026-05-13 13F Federation des caisses Desjardins du Quebec 27 -98,96 6 -99,14
2026-05-15 13F Royal Bank Of Canada 58.694 -28,60 12.211 -33,88
2026-05-07 13F EPG Wealth Management LLC 6.422 -0,63 1.336 -8,06
2026-05-05 13F Soundwatch Capital LLC 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 2.288 -6,31 476 -13,14
2026-05-14 13F Modern Wealth Management, LLC 7.277 -11,50 1.533 -17,00
2026-05-21 13F Essential Partners LLC 0 -100,00 0 -100,00
2026-04-22 13F Janney Montgomery Scott LLC 14.534 -9,31 3 0,00
2026-04-27 13F NorthLanding Financial Partners, LLC 6.491 -2,29 1.350 -9,52
2026-05-07 13F Summit Global Investments 0 -100,00 0
2026-05-15 13F Gateway Wealth Partners, LLC 0 -100,00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-04-17 13F HHM Wealth Advisors, LLC 810 -21,74 169 -27,59
2026-05-15 13F Warren Averett Asset Management, LLC 2.624 -84,35 546 -85,53
2026-04-28 13F Investment Advisory Services Group LLC 19.977 -3,91 4.156 -11,01
2026-05-11 13F CacheTech Inc. 29.907 -13,22 6.222 -19,63
2026-05-11 13F Pathstone Holdings, LLC 9.117 -3,63 1.897 -10,78
2026-04-21 13F Grimes & Company, Inc. 37.492 -2,71 7.800 -9,90
2026-04-28 13F Howe & Rusling Inc 779 -11,48 162 -17,77
2026-04-23 13F Catalina Capital Group, LLC 2.656 -2,57 553 -9,80
2026-05-15 13F Whalerock Point Partners, Llc 9.436 -0,24 1.963 -7,62
2026-04-24 13F UMA Financial Services, Inc. 993 -5,70 207 -12,71
2026-05-15 13F Kcm Investment Advisors Llc 2.947 -1,41 613 -8,64
2026-05-14 13F Capital Analysts, Inc. 0 -100,00 0
2026-02-09 13F Endowment Wealth Management, Inc. 0 -100,00 0
2026-02-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-02-10 13F Evolution Wealth Management Inc. 0 -100,00 0 -100,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-04 13F Savant Capital, LLC 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 3.485 -96,76 725 -97,00
2026-04-28 13F Bravias Capital Group, LLC 1.013 -42,08 211 -46,43
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 609 -6,60 127 -13,70
2026-02-02 13F Avidian Wealth Solutions, LLC 0 -100,00 0
2026-02-13 13F Seven Mile Advisory 0 -100,00 0 -100,00
2026-05-08 13F SYM FINANCIAL Corp 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 96.937 -11,94 20.168 -18,45
2026-05-14 13F ASB Consultores, LLC 1.266 -56,43 323 -50,99
2026-05-19 13F Front Row Advisors LLC 0 -100,00 0
2026-04-17 13F Boston Private Wealth Llc 4.433 -17,98 922 -24,05
2026-04-15 13F Seacrest Wealth Management, Llc 6.486 -4,46 1.349 -12,97
2026-05-15 13F IHT Wealth Management, LLC 10.690 -35,64 2.224 -40,42
2026-05-15 13F Ameriprise Financial Inc 80.911 -15,72 16.819 -22,00
2026-04-09 13F Secure Asset Management, LLC 14.714 -6,54 3.061 -13,46
2026-05-12 13F WCG Wealth Advisors LLC 11.038 -21,39 2.297 -27,20
2026-04-22 13F Traphagen Investment Advisors Llc 7.164 -2,00 1.491 -9,26
2026-05-15 13F Advisory Services Network, LLC 58.837 -0,62 12.241 -7,97
2026-05-14 13F Financial Engines Advisors L.L.C. 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 3.889 -46,47 809 -50,43
2026-05-13 13F Ameritas Investment Partners, Inc. 77 -54,17 16 -59,46
2026-05-05 13F UBS Group AG 112.118 -0,22 23.326 -7,60
2026-05-15 13F AIMZ Investment Advisors, LLC 1.424 -14,93 296 -21,28
2026-04-20 13F Ronald Blue Trust, Inc. 1.622 -61,09 338 -64,00
2026-05-06 13F Deutsche Bank Ag\ 355 -70,32 74 -72,76
2026-04-21 13F Retirement Planning Group, Llc / Ny 3.060 -5,70 637 -12,76
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 258.355 -0,56 54 -8,62
2026-04-08 13F RVW Wealth, LLC 1.199 -0,83 249 -8,12
2026-04-15 13F Buttonwood Financial Group, LLC 0 -100,00 0
2026-04-29 13F KDK Private Wealth Management, LLC 28.100 -2,40 5.846 -9,62
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 10.223 -51,43 2.127 -55,04
2026-04-27 13F Altus Wealth Group LLC 2.184 -1,40 454 -8,65
2026-04-20 13F Sowell Financial Services LLC 1.915 -3,33 398 -10,56
2026-05-12 13F CIBC Bancorp USA Inc. 3.944 -8,36 820 -14,23
2026-04-28 13F Mokosak Advisory Group, LLC 19.388 -0,78 4.034 -8,11
2026-05-12 13F Atlantic Union Bankshares Corp 2.471 -1,51 514 -8,70
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-13 13F Mariner, LLC 56.364 -14,34 11.727 -20,68
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-20 13F Fiduciary Alliance LLC 0 -100,00 0
2026-05-11 13F Stonebrook Private Inc. 9.449 -41,73 1.966 -46,05
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 1.211 -4,04 252 -11,31
2026-05-20 13F Leigh Baldwin & Co., Llc 1.899 -11,63 395 -18,22
2026-01-27 13F Regions Financial Corp 0 -100,00 0
2026-04-15 13F Valley National Advisers Inc 349 -4,38 0
2026-05-05 13F Sanctuary Advisors, LLC 16.606 -46,89 3.455 -50,83
2026-01-29 13F Comerica Bank 6.206 -4,39 1.394 -3,26
2026-04-17 13F BCS Wealth Management 2.811 -50,00 585 -53,76
2026-05-11 13F Atlas Capital Advisors Llc 43.388 -4,07 9.027 -11,18
2026-05-15 13F United Capital Financial Advisers, Llc 25.437 -11,57 5.292 -18,11
2026-05-12 13F Summit Trail Advisors, Llc 3.386 -2,48 705 -9,74
2026-04-27 13F Thrive Capital Management, LLC 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 1.971 -43,07 410 -47,23
2026-05-05 13F Leo Wealth, LLC 2.228 -1,94 463 -9,22
2026-05-15 13F Rehmann Capital Advisory Group 12.970 -0,80 2.699 -8,14
2026-05-15 13F GWM Advisors LLC 28.125 -40,68 1.462 -86,27
2026-01-30 13F Woodside Wealth Management LLC 0 -100,00 0
2026-05-01 13F Citizens Financial Group Inc/ri 1.985 -81,95 413 -83,32
2026-04-20 13F Kestra Private Wealth Services, Llc 23.823 -4,93 4.956 -11,97
2026-05-14 13F StoneX Group Inc. 1.118 -56,26 233 -59,58
2026-05-15 13F Mercer Global Advisors Inc /adv 379.870 -5,70 79.032 -12,68
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-11 13F Reliant Investment Partners, LLC 17.174 -0,44 3.573 -7,79
2026-04-10 13F Perigon Wealth Management, LLC 968 -15,16 201 -21,48
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 19.944 -33,19 4.149 -38,13
2026-05-11 13F Aptus Capital Advisors, LLC 438 -13,44 91 -19,47
2026-05-01 13F Valmark Advisers, Inc. 3.644 -2,62 758 -9,76
2026-04-27 13F Wbh Advisory Inc 1.600 -6,65 337 -12,47
2026-04-24 13F Charter Oak Capital Management, LLC 0 -100,00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 4.074 -3,48 848 -10,65
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-02-11 13F IMA Wealth, Inc. 0 -100,00 0 -100,00
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 0 -100,00 0
2026-04-23 13F Strategic Point Investment Advisors, LLC 1.320 -0,75 275 -8,05
2026-05-15 13F Advisor Group Holdings, Inc. 269.662 -9,98 56.133 -16,66
2026-05-14 13F Baird Financial Group, Inc. 1.922 -24,15 400 -29,88
2026-05-15 13F Cape Investment Advisory, Inc. 1.919 -1,74 399 -8,90
2026-05-04 13F Nwam Llc 8.405 -11,99 1.749 -19,30
2026-05-18 13F Arkadios Wealth Advisors 19.751 -0,92 4.109 -8,24
2026-05-11 13F Oxford Wealth Group, LLC 17.133 -3,58 3.565 -10,72
2026-02-17 13F Tudor Investment Corp Et Al 0 -100,00 0 -100,00
2026-05-15 13F Mission Wealth Management, Lp 2.864 -13,40 596 -19,92
2026-04-02 13F Crumly & Associates Inc. 34.272 -0,35 7.130 -7,71
2026-05-12 13F Bellwether Advisors, LLC 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 2.651 -2,47 552 -9,67
2026-04-20 13F Balance Wealth, LLC 2.778 -0,47 578 -7,81
2026-04-21 13F Fingerlakes Wealth Management, Inc. 19.095 -2,60 3.973 -9,81
2026-05-01 13F Johnson Investment Counsel Inc 1.372 -5,77 285 -12,84
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 18.581 -34,31 3.949 -38,92
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-01 13F Kraft, Davis & Associates, LLC 78.202 -3,91 19.271 3,90
2026-05-04 13F LJI Wealth Management, LLC 2.855 -3,22 594 -10,42
2026-05-01 13F Emerald Investment Partners, Llc 913 -6,74 190 -13,70
2026-05-07 13F Navellier & Associates Inc 11.500 -5,04 2.393 -12,06
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 5.623 -0,83 1.170 -8,17
2026-05-14 13F Atomi Financial Group, Inc. 2.793 -9,70 581 -16,28
2026-05-12 13F Jane Street Group, Llc Call 7.300 -39,67 1.519 -44,15
2026-05-01 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 2.109 -48,47 439 -52,34
2026-04-28 13F Busey Wealth Management 1.408 -11,34 293 -17,98
2026-04-17 13F Elk River Wealth Management, LLC 966 -4,92 201 -12,28
2026-04-29 13F Strategic Blueprint, LLC 6.194 -0,67 1.289 -8,07
2026-01-22 13F Red Tortoise LLC 0 -100,00 0
2026-01-22 13F Bartlett & Co. Wealth Management Llc 0 -100,00 0
2026-04-28 13F Bogart Wealth, LLC 2.804 -0,21 583 -7,61
2026-05-14 13F EP Wealth Advisors, Inc. 14.216 -1,26 2.958 -8,57
2026-05-05 13F HighTower Advisors, LLC 21.217 -70,64 4.415 -72,81
2026-04-16 13F Tandem Capital Management Corp /adv 3.129 -0,26 651 -7,67
2026-04-27 13F Silver Lake Advisory, LLC 7.511 -1,31 1.563 -8,60
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-04-27 13F Wealthstar Advisors, Llc 5.318 -3,69 1.106 -10,81
2026-05-11 13F Ciovacco Capital Management LLC 13.190 -0,99 2.744 -8,32
2026-05-14 13F Corps Capital Advisors, LLC 0 -100,00 0
2026-05-05 13F Rollins Financial Advisors, LLC 1.691 -17,15 352 -23,36
2026-04-07 13F Cooper Financial Group 10.576 -3,94 2.200 -11,04
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 2.268 -2,28 472 -9,60
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-04 13F Purkiss Capital Advisors LLC 5.755 -29,59 1.197 -34,80
2026-05-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-04-29 13F Formulate Financial Llc 0 -100,00 0
2026-05-01 13F Anchor Investment Management, LLC 16.213 -5,26 3.373 -12,25
2026-05-15 13F National Bank Of Canada /fi/ 23 -42,50 5 -50,00
2026-05-04 13F Mml Investors Services, Llc 46.574 -12,18 9.690 -18,68
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 29.415 -1,95 6.120 -9,21
2026-05-14 13F Raymond James Financial Inc 101.252 -7,18 21.066 -14,04
2026-04-24 13F Essex Financial Services, Inc. 5.236 -1,86 1.089 -9,10
2026-05-29 13F Ipsen Advisor Group LLC 1.296 -9,81 270 -16,46
2026-05-04 13F Chicago Partners Investment Group LLC 20.322 -2,19 4.996 6,80
2026-05-08 13F Zinnia Wealth Advisory, LLC 2.216 -9,88 461 -16,49
2026-04-24 13F United Community Bank 250 -50,00 52 -53,57
2026-05-11 13F Adams Wealth Management 29.907 -13,22 6.222 -19,63
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 2.007 -0,40 418 -7,74
2026-05-15 13F/A EverSource Wealth Advisors, LLC 25 -16,67 5 -16,67
2026-04-16 13F BridgePort Financial Solutions, LLC 7.020 -8,97 1.461 -15,70
2026-05-11 13F Wells Fargo & Company/mn 84.309 -1,97 17.541 -9,22
2026-05-13 13F Adviser Investments LLC 45.375 -9,24 9.440 -15,95
2026-01-16 13F West Branch Capital LLC 0 -100,00 0 -100,00
2026-04-08 13F Ehrlich Financial Group 2.797 -52,94 582 -56,48
2026-04-27 13F HB Wealth Management, LLC 5.604 -4,37 1.166 -11,40
2026-04-02 13F Fulcrum Equity Management 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 5.115 -0,12 1.064 -7,48
2026-05-05 13F Portfolio Strategies, Inc. 232.265 -1,36 48.325 -8,65
2026-04-21 13F Maltin Wealth Management, Inc. 15.701 -4,93 3.267 -11,97
2026-04-22 13F Cornerstone Wealth Group, LLC 1.341 -0,22 323 7,31
2026-05-15 13F Susquehanna International Group, Llp Put 2.000 -35,48 416 -40,23
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp 7.629 -64,62 1.587 -67,24
2026-04-24 13F Goldstone Financial Group, LLC 44.288 -14,75 9.214 -21,05
2026-05-15 13F Susquehanna International Group, Llp Call 5.500 -80,77 1.144 -82,19
2026-04-27 13F Sound Income Strategies, LLC 348 -2,52 73 -8,75
2026-04-24 13F National Asset Management, Inc. 2.075 -27,88 414 -36,07
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-04 13F Envestnet Asset Management Inc 687.323 -3,99 142.998 -11,10
2026-04-13 13F Elm3 Financial Group, LLC 7.446 -0,98 1.549 -8,29
2026-04-23 13F Fairway Wealth LLC 0 -100,00 0
2026-05-04 13F King Wealth 52.316 -2,49 11 -16,67
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista