¡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
Morgan Stanley
1
Morgan Stanley
New York
USD 13.6 M -USD 187 k -7,853 -1%
VW
2
Vance Wealth
California
USD 4.6 M -USD 2.53 M -106,083 -33%
Dynamic Advisor Solutions
3
Dynamic Advisor Solutions
Arizona
USD 4.39 M +USD 712 k +29,917 +17%
Raymond James Financial Services Advisors
4
Raymond James Financial Services Advisors
Florida
USD 3.7 M -USD 5.84 M -245,298 -59%
JWS
5
Juncture Wealth Strategies
Arizona
USD 2.25 M -USD 388 k -16,308 -14%
New England Private Wealth Advisors
6
New England Private Wealth Advisors
Massachusetts
USD 1.84 M +USD 17.7 k +742 +0.9%
ACM
7
Anfield Capital Management
California
USD 1.7 M -USD 19.4 k -816 -1%
Continuum Advisory
8
Continuum Advisory
Idaho
USD 1.21 M +USD 16.1 k +675 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 1.2 M +USD 983 k +41,269 +287%
HHRDM
10
H&H Retirement Design & Management
Nevada
USD 1.2 M +USD 24.3 k +1,020 +2%
Citadel Advisors
11
Citadel Advisors
Florida
USD 1.06 M +USD 748 k +31,423 +177%
LPL Financial
12
LPL Financial
California
USD 909 k -USD 156 k -6,558 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 852 k -USD 319 k -13,401 -25%
Stratos Wealth Partners
14
Stratos Wealth Partners
Ohio
USD 602 k +USD 34.9 k +1,467 +6%
Raymond James Trust
15
Raymond James Trust
Florida
USD 573 k – – –
Goldman Sachs
16
Goldman Sachs
New York
USD 386 k -USD 157 k -6,589 -27%
UMB Bank
17
UMB Bank
Missouri
USD 323 k – – –
WAP
18
Wealthcare Advisory Partners
Pennsylvania
USD 323 k +USD 7.29 k +306 +2%
Versant Capital Management
19
Versant Capital Management
Arizona
USD 297 k – – –
Patriot Financial Group Insurance Agency
20
Patriot Financial Group Insurance Agency
Massachusetts
USD 271 k -USD 14.6 k -612 -5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
USD 173 k – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 167 k -USD 15.6 k -655 -8%
Private Trust Company
23
Private Trust Company
Ohio
USD 34.4 k – – –
UBS Group
24
UBS Group
Switzerland
USD 30.4 k +USD 33.5 k +1,409 Nuevas
Comerica Bank
25
Comerica Bank
Texas
USD 12.1 k +USD 13.3 k +560 Nuevas
1
2