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ícone de ACN

Accenture
ACN

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Forza Wealth Management
2001
Forza Wealth Management
Florida
– -US$ 727 mil -3.665 Encerrada
SkyView Investment Advisors
2002
SkyView Investment Advisors
New Jersey
– -US$ 719 mil -3.621 Encerrada
Boston Common Asset Management
2003
Boston Common Asset Management
Massachusetts
– -US$ 715 mil -3.604 Encerrada
BAM Wealth Management
2004
BAM Wealth Management
Colorado
– -US$ 708 mil -3.570 Encerrada
Northeast Investment Management
2005
Northeast Investment Management
Massachusetts
– -US$ 708 mil -3.570 Encerrada
MN Wealth Advisors
2006
MN Wealth Advisors
Kansas
– -US$ 707 mil -3.564 Encerrada
Washington Capital Management
2007
Washington Capital Management
Washington
– -US$ 687 mil -3.465 Encerrada
LT
2008
Legacy Trust
Michigan
– -US$ 682 mil -3.438 Encerrada
Tevis Investment Management
2009
Tevis Investment Management
Texas
– -US$ 646 mil -3.258 Encerrada
Circle Wealth Management
2010
Circle Wealth Management
New Jersey
– -US$ 611 mil -3.080 Encerrada
Knollwood Investment Advisory
2011
Knollwood Investment Advisory
Maryland
– -US$ 605 mil -3.049 Encerrada
Three Seasons Wealth
2012
Three Seasons Wealth
Utah
– -US$ 593 mil -2.991 Encerrada
Stonebridge Financial Group (Pennsylvania)
2013
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -US$ 573 mil -2.891 Encerrada
Foundations Investment Advisors
2014
Foundations Investment Advisors
Arizona
– -US$ 570 mil -2.877 Encerrada
Virtue Asset Management
2015
Virtue Asset Management
Illinois
– -US$ 568 mil -2.865 Encerrada
Sepio Capital
2016
Sepio Capital
Utah
– -US$ 565 mil -2.847 Encerrada
Equitable Trust
2017
Equitable Trust
Tennessee
– -US$ 564 mil -2.846 Encerrada
Farringdon Capital
2018
Farringdon Capital
United Kingdom
– -US$ 554 mil -2.792 Encerrada
Baker Tilly Wealth Management
2019
Baker Tilly Wealth Management
Wisconsin
– -US$ 531 mil -2.677 Encerrada
Carmignac Gestion
2020
Carmignac Gestion
France
– -US$ 528 mil -2.665 Encerrada
Elevate Capital Advisors
2021
Elevate Capital Advisors
Colorado
– -US$ 528 mil -2.661 Encerrada
Journey Retirement Planning & Investment Management
2022
Journey Retirement Planning & Investment Management
Idaho
– -US$ 515 mil -2.598 Encerrada
Mirabella Financial Services
2023
Mirabella Financial Services
United Kingdom
– -US$ 515 mil -2.596 Encerrada
Three Bridge Wealth Advisors
2024
Three Bridge Wealth Advisors
California
– -US$ 512 mil -2.581 Encerrada
WrapManager Inc
2025
WrapManager Inc
California
– -US$ 511 mil -2.578 Encerrada
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