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icono de NETL

Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VW
1
Vance Wealth
California
USD 15.7 M +USD 15.3 M +492,883 Nuevas
OCPWS
2
One Charles Private Wealth Services
Massachusetts
USD 10.7 M +USD 224 k +7,216 +2%
Raymond James Financial Services Advisors
3
Raymond James Financial Services Advisors
Florida
USD 10.5 M +USD 580 k +18,657 +6%
JWS
4
Juncture Wealth Strategies
Arizona
USD 9.8 M +USD 592 k +19,027 +7%
TWM
5
TMD Wealth Management
Arizona
USD 8.93 M +USD 196 k +6,299 +2%
MinichMacGregor Wealth Management
6
MinichMacGregor Wealth Management
New York
USD 6.7 M +USD 358 k +11,514 +6%
TrinityPoint Wealth
7
TrinityPoint Wealth
Connecticut
USD 5.83 M +USD 543 k +17,456 +11%
Dynamic Advisor Solutions
8
Dynamic Advisor Solutions
Arizona
USD 5.73 M +USD 998 k +32,092 +22%
Curi Wealth Management
9
Curi Wealth Management
North Carolina
USD 5.21 M +USD 658 k +21,168 +15%
LPL Financial
10
LPL Financial
California
USD 2.68 M -USD 109 k -3,510 -4%
SWP
11
ShoreHaven Wealth Partners
New Jersey
USD 2.07 M +USD 12.2 k +394 +0.6%
Stratos Wealth Partners
12
Stratos Wealth Partners
Ohio
USD 1.5 M +USD 184 k +5,907 +14%
Raymond James Trust
13
Raymond James Trust
Florida
USD 1.48 M – – –
Continuum Advisory
14
Continuum Advisory
Idaho
USD 1.3 M +USD 63.8 k +2,052 +5%
BCP
15
Blackhawk Capital Partners
Wisconsin
USD 652 k +USD 2.61 k +84 +0.4%
New England Private Wealth Advisors
16
New England Private Wealth Advisors
Massachusetts
USD 621 k +USD 4.42 k +142 +0.7%
Kestra Advisory Services
17
Kestra Advisory Services
Texas
USD 391 k +USD 109 k +3,497 +40%
Morgan Stanley
18
Morgan Stanley
New York
USD 387 k +USD 329 k +10,575 +661%
BWM
19
BlackDiamond Wealth Management
New York
USD 308 k +USD 301 k +9,689 Nuevas
Versant Capital Management
20
Versant Capital Management
Arizona
USD 302 k +USD 72.3 k +2,326 +32%
Sage Mountain Advisors
21
Sage Mountain Advisors
Georgia
USD 279 k -USD 10.2 k -328 -4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
USD 254 k +USD 249 k +8,000 Nuevas
Raymond James & Associates
23
Raymond James & Associates
Florida
USD 229 k +USD 224 k +7,214 Nuevas
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 226 k -USD 5.94 k -191 -3%
Patriot Financial Group Insurance Agency
25
Patriot Financial Group Insurance Agency
Massachusetts
USD 224 k +USD 219 k +7,040 Nuevas
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