¡Ya estamos en ! Descubre más
icono de NETL

Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TWM
1
TMD Wealth Management
Arizona
USD 7.5 M -USD 126 k -4,739 -2%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 6.02 M +USD 2.6 M +98,153 +81%
Dynamic Advisor Solutions
3
Dynamic Advisor Solutions
Arizona
USD 3.04 M +USD 911 k +34,400 +45%
Curi Wealth Management
4
Curi Wealth Management
North Carolina
USD 2.94 M +USD 2.83 M +106,990 Nuevas
JWS
5
Juncture Wealth Strategies
Arizona
USD 1.87 M +USD 1.15 M +43,411 +175%
Raymond James Trust
6
Raymond James Trust
Florida
USD 1.73 M – – –
OCPWS
7
One Charles Private Wealth Services
Massachusetts
USD 1.45 M +USD 1.4 M +52,812 Nuevas
SWP
8
ShoreHaven Wealth Partners
New Jersey
USD 1.43 M +USD 1.37 M +51,685 +12,921%
LPL Financial
9
LPL Financial
California
USD 1.35 M +USD 624 k +23,548 +92%
Continuum Advisory
10
Continuum Advisory
Idaho
USD 1.08 M +USD 84.9 k +3,205 +9%
Stratos Wealth Partners
11
Stratos Wealth Partners
Ohio
USD 668 k +USD 43.7 k +1,648 +7%
Citadel Advisors
12
Citadel Advisors
Florida
USD 504 k +USD 486 k +18,327 Nuevas
TrinityPoint Wealth
13
TrinityPoint Wealth
Connecticut
USD 332 k +USD 320 k +12,082 Nuevas
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 256 k +USD 5.54 k +209 +2%
Sage Mountain Advisors
15
Sage Mountain Advisors
Georgia
USD 253 k – – –
AIP
16
Ahrens Investment Partners
Louisiana
USD 231 k -USD 42.4 k -1,600 -16%
Versant Capital Management
17
Versant Capital Management
Arizona
USD 223 k – – –
Osaic Holdings
18
Osaic Holdings
Arizona
USD 103 k – – –
TCI Wealth Advisors
19
TCI Wealth Advisors
Arizona
USD 81 k – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 28 k +USD 12 k +452 +80%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
USD 23 k +USD 21.7 k +820 Nuevas
Next Financial Group
22
Next Financial Group
Texas
USD 3 k -USD 2.65 k -100 -50%
Jane Street
23
Jane Street
New York
– -USD 400 k -15,382 Cerradas
Advisory Services Network
24
Advisory Services Network
Georgia
– -USD 167 k -6,440 Cerradas
Steward Partners Investment Advisory
25
Steward Partners Investment Advisory
New York
– -USD 18 k -700 Cerradas
1
2