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icono de IVT

InvenTrust Properties
IVT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Longboard Asset Management
201
Longboard Asset Management
Arizona
USD 268 k – – –
Ameritas Investment Partners
202
Ameritas Investment Partners
Nebraska
USD 255 k +USD 22.3 k +679 +10%
Investmark Advisory Group
203
Investmark Advisory Group
Connecticut
USD 240 k -USD 2.63 k -80 -1%
Focus Financial Network
204
Focus Financial Network
Minnesota
USD 239 k -USD 6.73 k -205 -3%
OpenArc Corporate Advisory
205
OpenArc Corporate Advisory
Georgia
USD 237 k +USD 220 k +6,692 Nuevas
Diversified Enterprises
206
Diversified Enterprises
Delaware
USD 236 k – – –
Savant Capital
207
Savant Capital
Illinois
USD 235 k +USD 220 k +6,691 Nuevas
Jacobs Levy Equity Management
208
Jacobs Levy Equity Management
New Jersey
USD 235 k -USD 11.2 M -339,639 -98%
Dakota Wealth Management
209
Dakota Wealth Management
Florida
USD 231 k -USD 53.6 k -1,632 -20%
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
USD 225 k +USD 208 k +6,346 Nuevas
Arkadios Wealth Advisors
211
Arkadios Wealth Advisors
Georgia
USD 218 k +USD 202 k +6,161 Nuevas
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
USD 218 k -USD 16.4 k -498 -7%
Capstone Financial Advisors
213
Capstone Financial Advisors
Illinois
USD 215 k +USD 199 k +6,065 Nuevas
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
USD 215 k +USD 199 k +6,065 Nuevas
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
USD 213 k +USD 198 k +6,024 Nuevas
AssetMark Inc
216
AssetMark Inc
California
USD 213 k +USD 15.9 k +485 +9%
Concurrent Investment Advisors
217
Concurrent Investment Advisors
Florida
USD 213 k -USD 78.1 k -2,379 -28%
True North Advisors
218
True North Advisors
Texas
USD 210 k +USD 195 k +5,929 Nuevas
Gallacher Capital Management
219
Gallacher Capital Management
Colorado
USD 206 k -USD 91.2 k -2,777 -32%
Diversify Advisory Services
220
Diversify Advisory Services
Utah
USD 201 k +USD 184 k +5,602 Nuevas
Diversify Wealth Management
221
Diversify Wealth Management
Utah
USD 201 k +USD 184 k +5,602 Nuevas
Harbour Investments
222
Harbour Investments
Wisconsin
USD 197 k -USD 56 k -1,704 -23%
Smallwood Wealth Investment Management
223
Smallwood Wealth Investment Management
New Jersey
USD 195 k -USD 18.3 k -557 -9%
Arax Advisory Partners
224
Arax Advisory Partners
Colorado
USD 165 k +USD 153 k +4,662 Nuevas
Hantz Financial Services
225
Hantz Financial Services
Michigan
USD 164 k +USD 84.8 k +2,582 +126%
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