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 | |
|---|---|---|---|---|---|---|---|
| 3051 |
Watershed Private Wealth
Oak Brook,
Illinois
| USD 496 k | -USD 26.3 k | 1 | 0.14% | Reducidas |
|
| 3052 |
Abel Hall LLC
Baton Rouge,
Louisiana
| USD 496 k | -USD 1.32 M | 2 | 0.09% | Reducidas |
|
| 3053 |
Smith Thornton Advisors
Huntsville,
Alabama
| USD 496 k | -USD 10 k | 1 | 0.22% | Reducidas |
|
| 3054 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 496 k | +USD 123 k | 1 | 0.02% | Aumentadas |
|
| 3055 |
Gross & Hartman Investments
Leola,
Pennsylvania
| USD 496 k | +USD 68.9 k | 1 | 0.22% | Aumentadas |
|
| 3056 |
Affiance Financial
St. Louis Park,
Minnesota
| USD 495 k | USD 0 | 1 | 0.07% | Mantenido |
|
| 3057 |
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 495 k | -USD 156 k | 1 | 0.42% | Reducidas |
|
| 3058 |
KMT Wealth Management
El Segundo,
California
| USD 495 k | +USD 579 k | 1 | 0.42% | Nuevas |
|
| 3059 |
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 495 k | USD 0 | 1 | 0.17% | Mantenido |
|
| 3060 |
Scissortail Wealth Management
Tulsa,
Oklahoma
| USD 495 k | +USD 401 | 2 | 0.1% | Aumentadas |
|
| 3061 |
Potomac Fund Management
Miami,
Florida
| USD 494 k | -USD 51.1 k | 1 | 0.01% | Reducidas |
|
| 3062 |
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 494 k | +USD 5.28 k | 1 | 0.33% | Aumentadas |
|
| 3063 |
APFP
Action Point Financial Planning
Grand Rapids,
Michigan
| USD 493 k | +USD 477 k | 6 | 0.05% | Nuevas |
|
| 3064 |
Oxford Financial Group
Carmel,
Indiana
| USD 493 k | -USD 258 k | 1 | 0.03% | Reducidas |
|
| 3065 |
GoalVest Advisory
New York
| USD 493 k | -USD 4.58 M | 3 | 0.09% | Reducidas |
|
| 3066 |
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 493 k | -USD 24.6 k | 1 | 0.3% | Reducidas |
|
| 3067 |
Yukon Wealth Management
Overland Park,
Kansas
| USD 491 k | +USD 575 k | 1 | 0.14% | Nuevas |
|
| 3068 |
Golden Reserve Retirement
Dublin,
Ohio
| USD 490 k | -USD 38.5 k | 1 | 0.08% | Reducidas |
|
| 3069 |
Seed Wealth Management
Evanston,
Illinois
| USD 490 k | -USD 293 k | 1 | 0.31% | Reducidas |
|
| 3070 |
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 490 k | -USD 4.22 k | 1 | 0.22% | Reducidas |
|
| 3071 |
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 489 k | +USD 353 k | 3 | 0.06% | Aumentadas |
|
| 3072 |
Barings
Charlotte,
North Carolina
| USD 488 k | -USD 69.7 k | 1 | 0.01% | Reducidas |
|
| 3073 |
ITIM
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 488 k | -USD 96.1 k | 3 | 0.13% | Reducidas |
|
| 3074 |
SMART Wealth
Omaha,
Nebraska
| USD 486 k | -USD 130 k | 1 | 0.1% | Reducidas |
|
| 3075 |
Legacy Financial Independent Advisors
Louisville,
Kentucky
| USD 484 k | +USD 26.5 k | 1 | 0.23% | Aumentadas |
|