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UHAL.Bのアイコン

U-Haul Holding Co Series N

名前 保有額 取引額 株数
増減
保有比率の
変化
Sachetta
276
Sachetta
Massachusetts
$6,233 +$5,378 +108 新規
Covestor
277
Covestor
United Kingdom
$6,000 – – –
Brown Brothers Harriman & Co
278
Brown Brothers Harriman & Co
New York
$5,712 – – –
APFP
279
Action Point Financial Planning
Michigan
$5,366 +$4,680 +94 新規
Ogorek Anthony Joseph
280
Ogorek Anthony Joseph
New York
$5,000 – – –
Clearstead Trust
281
Clearstead Trust
Maine
$4,616 +$448 +9 +13%
Owl Creek Wealth Partners
282
Owl Creek Wealth Partners
Colorado
$4,328 +$3,734 +75 新規
High Note Wealth
283
High Note Wealth
Minnesota
$4,097 – – –
Bogart Wealth LLC
284
Bogart Wealth LLC
Virginia
$4,097 +$2,988 +60 +545%
Parkside Financial Bank & Trust
285
Parkside Financial Bank & Trust
Missouri
$3,867 -$2,191 -44 -40%
Keating Financial Advisory Services
286
Keating Financial Advisory Services
Kansas
$3,808 +$2,390 +48 +267%
Rialto Wealth Management
287
Rialto Wealth Management
New York
$3,751 +$2,390 +48 +282%
Westfuller Advisors
288
Westfuller Advisors
New York
$3,635 – – –
LifeSteps Financial
289
LifeSteps Financial
California
$3,635 +$3,137 +63 新規
Global Retirement Partners
290
Global Retirement Partners
California
$3,462 +$2,988 +60 新規
Zions Bancorporation, National Association
291
Zions Bancorporation, National Association
Utah
$3,231 – – –
Strengthening Families & Communities LLC
292
Strengthening Families & Communities LLC
Massachusetts
$3,125 – – –
Bartlett & Co Wealth Management
293
Bartlett & Co Wealth Management
Ohio
$2,773 – – –
Creative Capital Management Investments
294
Creative Capital Management Investments
California
$2,712 +$2,340 +47 新規
Ares Financial Consulting
295
Ares Financial Consulting
California
$2,597 – – –
Bay Harbor Wealth Management
296
Bay Harbor Wealth Management
Maryland
$2,020 +$498 +10 +40%
DiNuzzo Private Wealth
297
DiNuzzo Private Wealth
Pennsylvania
$1,905 +$249 +5 +18%
Pinnacle Wealth Planning Services
298
Pinnacle Wealth Planning Services
Ohio
$1,789 -$2,838 -57 -65%
Activest Wealth Management
299
Activest Wealth Management
Florida
$1,673 +$1,344 +27 +1,350%
Bare Financial Services
300
Bare Financial Services
Pennsylvania
$1,615 -$2,589 -52 -65%