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CPTL-Symbol

Global X Morningstar Capital Allocation Leaders ETF
CPTL

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Creative Planning
26
Creative Planning
Kansas
233.685 $ – – –
RW
27
Rede Wealth
Virginia
210.711 $ +206.739 $ +4.485 Neu
MAFA
28
MJT & Associates Financial Advisory
Minnesota
130.937 $ +5.716 $ +124 +5 %
Farther Finance Advisors
29
Farther Finance Advisors
California
73.690 $ – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
69.375 $ -4.471 $ -97 -6 %
RF
31
Rossby Financial
Florida
51.726 $ +3.918 $ +85 +8 %
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
51.210 $ – – –
APFP
33
Action Point Financial Planning
Michigan
43.380 $ +42.546 $ +923 Neu
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
18.088 $ – – –
OAG
35
Oakmont Advisory Group
New Mexico
11.924 $ +11.708 $ +254 Neu
Wells Fargo
36
Wells Fargo
California
9.396 $ – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
9.396 $ +9.219 $ +200 Neu
Citigroup
38
Citigroup
New York
4.698 $ – – –
SBI Securities
39
SBI Securities
Japan
4.698 $ – – –
Harbour Investments
40
Harbour Investments
Wisconsin
4.463 $ – – –
Creative Financial Designs
41
Creative Financial Designs
Indiana
3.759 $ – – –
LRI Investments
42
LRI Investments
Florida
2.161 $ – – –
Independent Advisor Alliance
43
Independent Advisor Alliance
North Carolina
– -2,29 Mio. $ -55.025 Geschlossen
GSEP
44
Golden State Equity Partners
California
– -70.005 $ -1.684 Geschlossen
MAI Capital Management
45
MAI Capital Management
Ohio
– -12.258 $ -295 Geschlossen
CW
46
Curio Wealth
Maryland
– -415 $ -10 Geschlossen
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