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icono de GCAL

Goldman Sachs Dynamic California Municipal Income ETF
GCAL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Miracle Mile Advisors
1
Miracle Mile Advisors
California
USD 95.2 M -USD 397 k -7,793 -0.4%
Cerity Partners
2
Cerity Partners
New York
USD 13.4 M +USD 1.55 M +30,527 +13%
First American Trust
3
First American Trust
California
USD 8.26 M +USD 1.4 M +27,491 +21%
DWM
4
Ducere Wealth Management
California
USD 5.67 M -USD 731 k -14,366 -11%
Curated Wealth Partners
5
Curated Wealth Partners
California
USD 4.65 M +USD 1.1 M +21,589 +31%
LPL Financial
6
LPL Financial
California
USD 3.75 M +USD 3.73 M +73,210 Nuevas
Perigon Wealth Management
7
Perigon Wealth Management
California
USD 3.11 M +USD 449 k +8,816 +17%
Goldman Sachs
8
Goldman Sachs
New York
USD 3.08 M +USD 1.18 M +23,186 +63%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 2.57 M +USD 2.55 M +50,124 Nuevas
WCG
10
Weaver Consulting Group
California
USD 2.47 M +USD 225 k +4,424 +10%
Financial Management Network
11
Financial Management Network
California
USD 1.41 M -USD 108 k -2,128 -7%
PS
12
Planned Solutions
California
USD 1.34 M +USD 222 k +4,371 +20%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 1.29 M +USD 13.1 k +258 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 1.15 M +USD 1.14 M +22,435 Nuevas
D.A. Davidson & Co
15
D.A. Davidson & Co
Montana
USD 1.04 M +USD 1.03 M +20,300 Nuevas
Cresset Asset Management
16
Cresset Asset Management
Illinois
USD 981 k +USD 975 k +19,151 Nuevas
RWA
17
Roberts Wealth Advisors
California
USD 852 k +USD 847 k +16,642 Nuevas
Elequin Capital
18
Elequin Capital
New York
USD 641 k -USD 7.54 M -148,075 -92%
RVW Wealth
19
RVW Wealth
California
USD 592 k -USD 94.2 k -1,851 -14%
Robertson Stephens Wealth Management
20
Robertson Stephens Wealth Management
California
USD 570 k +USD 102 k +2,000 +22%
Hennion & Walsh Asset Management
21
Hennion & Walsh Asset Management
New Jersey
USD 510 k +USD 507 k +9,969 Nuevas
Occidental Asset Management
22
Occidental Asset Management
California
USD 476 k +USD 473 k +9,300 Nuevas
Sanctuary Advisors
23
Sanctuary Advisors
Indiana
USD 458 k +USD 9.9 k +195 +2%
Magnus Financial Group
24
Magnus Financial Group
New York
USD 429 k +USD 3.72 k +73 +0.9%
Sowell Financial Services
25
Sowell Financial Services
Arkansas
USD 377 k +USD 375 k +7,360 Nuevas
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