Statistik Asas
| Pemilik Institusi | 143 total, 143 long only, 0 short only, 0 long/short - change of -2.05% MRQ |
| Purata Peruntukan Portfolio | 0.5427 % - change of 21.14% MRQ |
| Saham Institusi (Panjang) | 20,308,284 (ex 13D/G) - change of -0.23MM shares -1.13% MRQ |
| Nilai Institusi (Panjang) | $ 863,232 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December (US:FDEC) telah 143 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 20,308,284 saham. Pemegang saham terbesar termasuk BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Envestnet Asset Management Inc, Grant Private Wealth Management Inc, Griffith & Werner, Inc., Commonwealth Equity Services, Llc, Cwm, Llc, Cetera Investment Advisers, Raymond James Financial Inc, and Advisor Group Holdings, Inc. .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December (BATS:FDEC) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 48.28 / share. Previously, on September 9, 2024, the share price was 42.94 / share. This represents an increase of 12.44% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | FIRST TRUST PORTFOLIOS LP | 12,143,569 | 13,173,244 | 8.48 | 60.15 | 4.65 |
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 18,889 | -3.82 | 881 | 3.40 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 21,978 | -5.18 | 1,026 | 1.89 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,316 | 0.00 | 295 | 7.30 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 10,046 | -4.21 | 475 | 3.95 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,250 | 245 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4,511 | -15.46 | 211 | -9.09 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,228 | 211.88 | 804 | 235.98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29,888 | -37.38 | 1,395 | -32.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,885 | 6.90 | 648 | 14.92 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 153,514 | -2.53 | 7,164 | 4.80 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,759 | 39.73 | 595 | 50.25 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 30,703 | 0.00 | 1,433 | 7.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,841 | -18.03 | 415 | -11.32 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,869 | 227 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 9,720 | -0.04 | 454 | 7.35 | ||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 12,205,643 | 1.88 | 550,188 | 1.94 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 3,000 | 0.00 | 140 | 7.69 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4,437 | 207 | ||||||
| 2025-08-08 | 13F | Share Andrew L. | 7,650 | 0.00 | 357 | 7.23 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 526 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 8,068 | 0.00 | 377 | 7.43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,440 | -6.55 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4,344 | -68.20 | 203 | -65.88 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,687 | 5.66 | 405 | 13.76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,593 | -5.28 | 494 | 1.86 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3,490 | 201.90 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,587 | 0.00 | 354 | 7.60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 233,312 | -38.24 | 10,794 | -34.17 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 12,172 | 2,354.03 | 568 | 2,604.76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,886 | 0.00 | 228 | 8.57 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 8,614 | 0.00 | 402 | 7.51 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 180,625 | -1.66 | 8,429 | 5.73 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 558,364 | 7.60 | 24,235 | 4.77 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16,412 | 23.39 | 766 | 32.58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 3,228 | -6.11 | 152 | 5.56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,000 | 0.00 | 93 | 8.14 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 31,250 | -0.41 | 1,458 | 7.13 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,162 | 0.00 | 245 | 8.93 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 54,282 | -0.21 | 2,533 | 7.29 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 5,224 | -4.57 | 244 | 2.53 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19,710 | 920 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,060 | 67.99 | 49 | 75.00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 66,672 | 1.37 | 3,111 | 9.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 103,799 | -38.50 | 5 | -42.86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 372,072 | 6.74 | 17,363 | 14.76 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 23,257 | 0.00 | 1,085 | 7.53 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,423 | 8.59 | 673 | 16.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 575 | -99.47 | 27 | -99.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,226 | -67.22 | 291 | -64.81 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11,753 | -11.52 | 414 | -13.60 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20,000 | 20.19 | 933 | 29.22 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 571 | 0.00 | 27 | 8.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15,719 | 73.04 | 734 | 85.57 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 99,091 | -2.85 | 4,624 | 4.45 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 6,209 | -30.74 | 290 | -25.71 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9,093 | -0.76 | 424 | 6.80 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,723 | 8.85 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,100 | 0.00 | 51 | 8.51 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 604,354 | 28,203 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8,264 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 114,233 | 5.89 | 5,331 | 13.84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 46,171 | 36.35 | 2,155 | 46.63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,687 | 6.84 | 79 | 14.71 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 4,290 | 200 | ||||||
| 2025-07-16 | 13F | Novem Group | 80,935 | -2.50 | 3,777 | 4.83 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 193 | 0.00 | 9 | 12.50 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,398 | -2.94 | 392 | 4.27 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6,598 | 0.00 | 308 | 7.34 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22,883 | 4.62 | 1,068 | 12.43 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4,041 | 0.00 | 189 | 7.43 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 18,861 | 0.00 | 880 | 7.58 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16,649 | -14.90 | 777 | -8.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 198,308 | 32.71 | 9,254 | 42.70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17,000 | -6.95 | 793 | 0.13 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,900 | 0.00 | 275 | 7.42 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 28,614 | -3.18 | 1,335 | 4.13 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4,974 | 0.00 | 232 | 7.91 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,875 | 0.00 | 274 | 7.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35,958 | -1.67 | 1,678 | 5.73 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 4,965 | -4.61 | 216 | -7.33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 46,818 | 2.96 | 2,185 | 10.69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 125,454 | -7.71 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,945 | 2.11 | 604 | 9.82 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 17,171 | -1.52 | 801 | 5.95 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 808,650 | -7.90 | 36,451 | -7.84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22,519 | -25.65 | 1,051 | -20.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 156,526 | 23.53 | 7,305 | 32.82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,154 | -8.46 | 341 | 1.49 | ||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 21,220 | 7.93 | 990 | 17.30 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,418 | 0.00 | 346 | 7.79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 170,614 | 3.73 | 7,962 | 11.53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,555 | 8.74 | 353 | 16.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 725 | 34 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 493,839 | -5.89 | 23 | 4.55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 176,243 | -5.06 | 8 | 0.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11,943 | 4.14 | 557 | 12.07 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,327 | 0.00 | 855 | 7.55 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14,613 | 46.47 | 682 | 57.27 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 6,870 | 319 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 101,514 | -22.60 | 4,737 | -16.78 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 7,301 | -5.53 | 341 | 1.49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,902 | 0.00 | 369 | 7.60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,934 | -28.22 | 230 | -22.82 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,548 | -10.97 | 492 | -4.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,735 | 81 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 23,670 | -3.20 | 1,105 | 4.05 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,294 | 9.12 | 1,507 | 17.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35,937 | 13.49 | 1,677 | 22.05 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 52,645 | -6.06 | 2,457 | 0.99 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8,952 | 0.00 | 389 | -3.96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 254,133 | -3.86 | 11,859 | 3.36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,099 | -1.42 | 191 | 6.11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,676 | 0.00 | 452 | 7.64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,618 | -3.15 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,032 | 6.77 | 358 | 9.82 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 25,367 | 0.00 | 1,101 | 0.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,891 | 0.00 | 508 | 7.63 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 378,866 | -0.54 | 18 | 6.25 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 7,857 | -9.48 | 367 | -2.66 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 7,023 | -38.14 | 328 | -33.54 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32,075 | -37.68 | 1,497 | -33.03 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,200 | 0.00 | 149 | 7.97 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 719,210 | 5.01 | 33,563 | 12.90 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 95,541 | -2.64 | 4,459 | 4.67 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 79,567 | 73.56 | 3,713 | 86.68 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 73,561 | -14.39 | 3,433 | -7.96 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4,392 | 205 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,927 | 0.00 | 369 | 7.27 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7,220 | -0.40 | 337 | 7.01 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 8,111 | -0.02 | 386 | 10.92 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,585 | 0.00 | 307 | 7.72 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 140,448 | -55.67 | 6,554 | -52.34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18,638 | -0.86 | 1 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 52,411 | 11.27 | 2,469 | 20.85 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16,091 | -1.53 | 751 | 5.78 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 75,601 | -5.30 | 3,528 | 1.82 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,445 | 44.50 | 67 | 55.81 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19,920 | -0.89 | 930 | 6.54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,600 | 0.00 | 448 | 7.45 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 500 | 0.00 | 24 | 9.52 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 31,115 | -1.30 | 1,452 | 6.14 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 34,931 | 0.00 | 1,630 | 7.52 |
