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icono de MDLZ

Mondelez International
MDLZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Scarborough Advisors
2001
Scarborough Advisors
Maryland
– -USD 11.6 k -201 Cerradas
RFG
2002
REAP Financial Group
Texas
– -USD 10.4 k -180 Cerradas
Optiver Holding
2003
Optiver Holding
Netherlands
– -USD 8.76 k -152 Cerradas
IWS
2004
Intentional Wealth Strategies
Colorado
– -USD 8.7 k -151 Cerradas
MWC
2005
MBM Wealth Consultants
Missouri
– -USD 6.8 k -118 Cerradas
FCT
2006
Family Capital Trust
Massachusetts
– -USD 6.17 k -107 Cerradas
LWMI
2007
Legacy Wealth Management (Idaho)
Idaho
– -USD 5.82 k -101 Cerradas
CYG
2008
Clean Yield Group
Vermont
– -USD 5.76 k -100 Cerradas
MASECO Private Wealth
2009
MASECO Private Wealth
– -USD 5.44 k -94 Cerradas
First Pacific Financial
2010
First Pacific Financial
Washington
– -USD 4.61 k -80 Cerradas
GAG
2011
Goodman Advisory Group
Massachusetts
– -USD 4.21 k -73 Cerradas
IWMWV
2012
Ironwood Wealth Management (West Virginia)
West Virginia
– -USD 3.9 k -66 Cerradas
WestEnd Advisors
2013
WestEnd Advisors
North Carolina
– -USD 3.11 k -54 Cerradas
PWA
2014
Portus Wealth Advisors
North Carolina
– -USD 2.59 k -45 Cerradas
UFPG
2015
United Financial Planning Group
New York
– -USD 2.54 k -44 Cerradas
Security National Bank
2016
Security National Bank
Nebraska
– -USD 2.42 k -42 Cerradas
SIM
2017
Synergy Investment Management
Florida
– -USD 2.36 k -41 Cerradas
CFG
2018
Clayton Financial Group
Missouri
– -USD 2.19 k -38 Cerradas
Leonteq Securities AG
2019
Leonteq Securities AG
Switzerland
– -USD 1.61 k -28 Cerradas
MSWA
2020
Marshall & Sterling Wealth Advisors
New York
– -USD 1.38 k -24 Cerradas
MWM
2021
Magnolia Wealth Management
Alabama
– -USD 1.33 k -23 Cerradas
TWM
2022
TopTier Wealth Management
Wisconsin
– -USD 980 -17 Cerradas
Migdal Insurance & Financial Holdings
2023
Migdal Insurance & Financial Holdings
Israel
– -USD 576 -10 Cerradas
CW
2024
Curio Wealth
Maryland
– -USD 519 -9 Cerradas
EA
2025
Evolution Advisers
Virginia
– +USD 241 +4 Nuevas
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