IA agéntica
La IA agéntica abarca sistemas que realizan acciones de varios pasos en nombre de un usuario, en lugar de responder una pregunta a la vez. Darle al software la capacidad de actuar genera una nueva demanda de orquestación, acceso a herramientas y auditoría.
13 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 3001 |
MSA Advisors
Santa Monica,
California
| USD 533 k | -USD 252 k | 1 | 0.14% | Reducidas |
|
| 3002 |
Jacksonville Wealth Management
Jacksonville,
Florida
| USD 533 k | -USD 6.96 k | 1 | 0.3% | Reducidas |
|
| 3003 |
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 533 k | -USD 160 k | 1 | 0.12% | Reducidas |
|
| 3004 |
Dynamic Wealth Strategies
Granite Bay,
California
| USD 532 k | +USD 84.3 k | 2 | 0.28% | Aumentadas |
|
| 3005 |
Madison Park Capital Advisors
Seattle,
Washington
| USD 528 k | +USD 146 k | 2 | 0.38% | Aumentadas |
|
| 3006 |
Madison Wealth Partners
Madison,
Wisconsin
| USD 528 k | +USD 89.1 k | 1 | 0.07% | Aumentadas |
|
| 3007 |
Evermay Wealth Management
Arlington,
Virginia
| USD 528 k | -USD 414 k | 3 | 0.05% | Reducidas |
|
| 3008 |
Guardian Partners
Toronto,
Canada
| USD 528 k | -USD 239 k | 3 | 0.05% | Reducidas |
|
| 3009 |
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| USD 527 k | +USD 203 k | 2 | 0.31% | Aumentadas |
|
| 3010 |
PUREfi Wealth
Boston,
Massachusetts
| USD 526 k | +USD 247 k | 1 | 0.29% | Aumentadas |
|
| 3011 |
Bridgefront Capital
Austin,
Texas
| USD 526 k | -USD 3.06 M | 2 | 0.14% | Reducidas |
|
| 3012 |
Medallion Wealth Advisors
Farmington,
Connecticut
| USD 525 k | +USD 41.5 k | 5 | 0.17% | Aumentadas |
|
| 3013 |
Everest Management Corp
Cupertino,
California
| USD 525 k | -USD 318 k | 1 | 0.2% | Reducidas |
|
| 3014 |
Sylvest Advisors
Dallas,
Texas
| USD 525 k | +USD 38.4 k | 1 | 0.24% | Aumentadas |
|
| 3015 |
MBL Wealth
Charlotte,
North Carolina
| USD 524 k | -USD 440 k | 2 | 0.04% | Reducidas |
|
| 3016 |
Essential Partners
Rancho Santa Fe,
California
| USD 524 k | -USD 1.34 M | 6 | 0.24% | Reducidas |
|
| 3017 |
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 523 k | -USD 80.8 k | 1 | 0.1% | Reducidas |
|
| 3018 |
Matters Capital
Miami,
Florida
| USD 522 k | -USD 460 k | 2 | 0.37% | Reducidas |
|
| 3019 |
Daner Wealth Management
Alpharetta,
Georgia
| USD 522 k | +USD 208 k | 2 | 0.28% | Aumentadas |
|
| 3020 |
Cullen Investment Group
Lafayette,
Louisiana
| USD 522 k | -USD 385 k | 1 | 0.06% | Reducidas |
|
| 3021 |
AMG Asset Management Group
Cartersville,
Georgia
| USD 521 k | -USD 216 k | 1 | 0.33% | Reducidas |
|
| 3022 |
AG
ASO Group
Road Town,
| USD 521 k | USD 0 | 1 | 0.22% | Mantenido |
|
| 3023 |
Armstrong Advisory Group
Needham,
Massachusetts
| USD 520 k | +USD 78.6 k | 4 | 0.03% | Aumentadas |
|
| 3024 |
Planning Alternatives
Birmingham,
Michigan
| USD 520 k | -USD 63.7 k | 2 | 0.06% | Reducidas |
|
| 3025 |
Manchester Capital Management
Manchester,
Vermont
| USD 519 k | -USD 5.07 k | 4 | 0.07% | Reducidas |
|