Mga Batayang Estadistika
Pemilik Institusional | 148 total, 148 long only, 0 short only, 0 long/short - change of 18.25% MRQ |
Alokasi Portofolio Rata-rata | 0.2348 % - change of -11.47% MRQ |
Saham Institusional (Jangka Panjang) | 4,764,731 (ex 13D/G) - change of 0.75MM shares 18.77% MRQ |
Nilai Institusional (Jangka Panjang) | $ 164,536 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February (US:DFEB) memiliki 148 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 4,764,731 saham. Pemegang saham terbesar meliputi BUFD - FT Cboe Vest Fund of Deep Buffer ETFs, Commonwealth Equity Services, Llc, Precedent Wealth Partners, Llc, Cwm, Llc, Advisor Group Holdings, Inc., Raymond James Financial Inc, Envestnet Asset Management Inc, Spectrum Asset Management, Inc. (NB/CA), Kestra Advisory Services, LLC, and Cetera Investment Advisers .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February (BATS:DFEB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 45.88 / share. Previously, on September 9, 2024, the share price was 40.68 / share. This represents an increase of 12.80% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-07-16 | FIRST TRUST PORTFOLIOS LP | 2,401,216 | 2,462,571 | 2.56 | 25.65 | -12.13 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 5,350 | 0.00 | 239 | 5.78 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 175 | -97.71 | 8 | -97.83 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,530 | 0.00 | 247 | 5.58 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170,163 | -16.66 | 7,596 | -11.74 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7,700 | 18.46 | 344 | 25.64 | ||||
2025-08-14 | 13F | Mariner, LLC | 48,404 | -1.91 | 2,161 | 3.90 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 11,078 | -15.02 | 495 | -10.02 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,358 | 284 | ||||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 168 | 0.00 | 8 | 0.00 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 8,281 | -26.54 | 370 | -22.32 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,560 | -8.15 | 1,191 | -2.22 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 20,076 | 1.73 | 896 | 7.82 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 11,243 | 502 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 64 | 0.00 | 3 | 0.00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 43,285 | 1,932 | ||||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 5,726 | -7.97 | 258 | -1.91 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 19,148 | -71.75 | 855 | -70.10 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 40,562 | 115.03 | 1,811 | 127.67 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 17,496 | 41.09 | 781 | 49.62 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 9,031 | -2.03 | 403 | 3.87 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1,426 | 0.00 | 64 | 5.00 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,361 | -4.21 | 463 | 1.54 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 5,077 | 0.00 | 227 | 6.10 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 33,951 | 1.36 | 2 | -99.93 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 46,536 | 8.78 | 2,078 | 15.20 | ||||
2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 13,126 | -19.01 | 586 | -14.20 | ||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,484,849 | 6.78 | 107,743 | 6.75 | ||||
2025-08-07 | 13F | 1st Source Bank | 11,496 | 0.00 | 513 | 5.99 | ||||
2025-07-09 | 13F | Triumph Capital Management | 27,645 | -28.87 | 1,234 | -24.66 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 33,066 | 1,476 | ||||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10,014 | 0.00 | 447 | 5.92 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 16,036 | 716 | ||||||
2025-08-14 | 13F | UBS Group AG | 472 | 21 | ||||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 42,043 | 1,877 | ||||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 144,889 | -2.12 | 6,468 | 3.67 | ||||
2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 10,956 | -1.95 | 489 | 4.04 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 31,572 | 13.81 | 1,410 | 20.53 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 73,860 | 3,297 | ||||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 514 | 23 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105,161 | 18.05 | 5 | 33.33 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 8,839 | 0.00 | 395 | 5.91 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 17,603 | 28.10 | 786 | 35.58 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4,542 | -6.23 | 203 | -0.98 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 15,768 | 704 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 8,190 | 0.00 | 372 | 7.54 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 31,966 | 22.64 | 1,427 | 29.96 | ||||
2025-08-04 | 13F | Atria Investments Llc | 86,865 | 4.24 | 3,878 | 10.42 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54 | 2 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 129,124 | 25.03 | 5,765 | 32.44 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 34 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 3,500 | 0.00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12,750 | 569 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,250 | 0.00 | 56 | 5.77 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,540 | 515 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6,049 | -0.02 | 270 | 5.88 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 45,558 | 2,034 | ||||||
2025-07-25 | 13F | Cwm, Llc | 208,264 | 45.64 | 9 | 50.00 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 39,793 | 25.40 | 1,777 | 32.83 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,846 | 0.00 | 2,672 | 5.91 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 23,274 | 1,039 | ||||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12,755 | -1.92 | 569 | 3.83 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 | 0.00 | 28 | 7.69 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 19,100 | 1.19 | 1 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 8,878 | -1.18 | 396 | 4.76 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4,508 | 2,285.19 | 0 | |||||
2025-08-06 | 13F | Csenge Advisory Group | 7,854 | 0.00 | 341 | 5.92 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 70,543 | 3.33 | 3,149 | 9.45 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 6,515 | 26.63 | 291 | 34.26 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 130,395 | 51.80 | 5,821 | 60.80 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 38,192 | 8.03 | 1,705 | 15.20 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13,552 | 0.00 | 605 | 5.95 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 14,931 | -11.81 | 667 | -6.59 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 5,733 | 32.49 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 21,260 | 949 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,183 | 9.74 | 53 | 15.56 | ||||
2025-08-13 | 13F | Alerus Financial Na | 4,700 | 210 | ||||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 11,984 | -80.13 | 535 | -78.95 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 13,926 | 0.00 | 622 | 5.97 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 107,983 | 15.92 | 5 | 33.33 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 14,200 | -3.40 | 634 | 2.26 | ||||
2025-07-18 | 13F | Truist Financial Corp | 33,197 | -4.79 | 1,482 | 0.88 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 4,608 | 0 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 3,579 | 0.00 | 160 | 6.00 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 41,005 | 1.23 | 1,831 | 7.21 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 12,982 | 0.00 | 580 | 5.85 | ||||
2025-08-12 | 13F | LPL Financial LLC | 64,194 | 33.10 | 2,866 | 40.99 | ||||
2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Money Concepts Capital Corp | 19,840 | 0.00 | 886 | 5.86 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 10,807 | -32.44 | 0 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 9,413 | -28.70 | 420 | -24.46 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,685 | -71.35 | 210 | -69.52 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37,995 | 1,696 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 527,871 | 175.87 | 24 | 187.50 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11,113 | -2.88 | 496 | 2.90 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 52,699 | -10.55 | 2,353 | -5.28 | ||||
2025-07-09 | 13F | Beacon Financial Group | 94,281 | -5.90 | 4,209 | -0.33 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 23,521 | 3.68 | 1,050 | 9.83 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 30,706 | 99.92 | 1 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 6,050 | -65.24 | 270 | -63.17 | ||||
2025-08-04 | 13F | Spire Wealth Management | 58,561 | -27.33 | 2,614 | -23.03 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 37,032 | 17.95 | 1,653 | 24.94 | ||||
2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,361 | 0.00 | 61 | 5.26 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 6,054 | 270 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 7,386 | 49.06 | 330 | 58.17 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 5,954 | 265 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 10,399 | 0.00 | 464 | 5.94 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44,062 | -2.00 | 1,967 | 3.80 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18,694 | 2.58 | 835 | 8.59 | ||||
2025-08-07 | 13F | Allworth Financial LP | 500 | 0.00 | 22 | 10.00 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 500 | 0.00 | 22 | 4.76 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 45,805 | -0.92 | 2,045 | 4.93 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 31,440 | -7.96 | 1,404 | -2.50 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 151,739 | 8.16 | 6,774 | 14.56 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15,044 | -10.37 | 672 | -5.09 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,688 | 0.00 | 75 | 5.63 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4,755 | 0.00 | 212 | 6.00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 4,937 | 220 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,707 | -22.70 | 286 | -21.64 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 316 | 14 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 27,846 | 177.10 | 1,243 | 193.85 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 40,370 | -0.43 | 1,802 | 5.50 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6,304 | 281 | ||||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 13,765 | 0.00 | 615 | 5.86 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 151,990 | -10.45 | 6,786 | -5.14 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14,193 | -51.76 | 634 | -49.44 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 11,300 | 0.00 | 504 | 5.88 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 100 | 4 | ||||||
2025-08-11 | 13F | Oder Investment Management, LLC | 17,248 | 0.00 | 770 | 5.91 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 7,370 | 0.00 | 329 | 6.13 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3,269 | 0.00 | 146 | 5.84 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 243,657 | 2.89 | 10,878 | 8.97 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 6,855 | 0.00 | 306 | 6.25 | ||||
2025-08-15 | 13F | Morgan Stanley | 3,921 | -8.24 | 175 | -2.78 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 127,730 | 68.77 | 5,702 | 78.80 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 12,420 | 0.00 | 567 | 8.64 | ||||
2025-08-12 | 13F | CFC Planning Co LLC | 5,933 | 0.00 | 265 | 5.60 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 42,696 | -1.39 | 1,936 | 6.84 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2,842 | 127 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,765 | 0.00 | 615 | 6.23 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,675 | 0.00 | 119 | 6.25 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 37,928 | 3.22 | 1,706 | 10.14 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 81,263 | 13.59 | 3,628 | 20.30 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 52,894 | -5.90 | 2,361 | -0.34 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5,732 | 256 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 17,557 | 0.00 | 1 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 60,058 | -5.70 | 2,681 | -0.11 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 4,527 | 202 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8,047 | 0.00 | 359 | 5.90 |