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ROPEのアイコン

Coastal Compass 100 ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Strategic Wealth Investment Group
1
Strategic Wealth Investment Group
Kentucky
$376万 +$95.5万 +32,824 +35%
SHF
2
Safe Harbor Fiduciary
Florida
$270万 +$40万 +13,736 +18%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$81.3万 -$42.8万 -14,713 -35%
Wells Fargo
4
Wells Fargo
California
$8,413 +$8,236 +283 新規
JP Morgan Chase
5
JP Morgan Chase
New York
$238 +$233 +8 新規
Citadel Advisors
6
Citadel Advisors
Florida
– -$25.4万 -8,996 解消
UBS Group
7
UBS Group
Switzerland
– -$6,033 -214 解消