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ícone de CMBS

iShares CMBS ETF
CMBS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Bogart Wealth LLC
76
Bogart Wealth LLC
Virginia
US$ 14,9 mil – – –
Geneos Wealth Management
77
Geneos Wealth Management
Colorado
US$ 13 mil -US$ 13,4 mil -276 -51%
Global Retirement Partners
78
Global Retirement Partners
California
US$ 11 mil +US$ 11 mil +227 Nova
Quest 10 Wealth Builders
79
Quest 10 Wealth Builders
Virginia
US$ 9,39 mil +US$ 1,75 mil +36 +23%
SEP
80
Signature Equity Partners
Ohio
US$ 7,05 mil -US$ 7,44 mil -153 -51%
Farther Finance Advisors
81
Farther Finance Advisors
California
US$ 4,48 mil – – –
Rossby Financial
82
Rossby Financial
Florida
US$ 3,65 mil – – –
Institute for Wealth Management
83
Institute for Wealth Management
Colorado
US$ 3,31 mil +US$ 3,31 mil +68 Nova
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
US$ 2,24 mil – – –
IMG Wealth Management
85
IMG Wealth Management
Florida
US$ 1,58 mil – – –
TAP
86
Tounjian Advisory Partners
Florida
US$ 1,31 mil -US$ 592 mil -12.159 -100%
Arax Advisory Partners
87
Arax Advisory Partners
Colorado
US$ 633 -US$ 1,36 mil -28 -68%
Compass Financial Management
88
Compass Financial Management
Florida
US$ 341 +US$ 341 +7 Nova
APFP
89
Action Point Financial Planning
Michigan
US$ 222 +US$ 243 +5 Nova
Spurstone Advisory Services
90
Spurstone Advisory Services
Connecticut
US$ 97 – – –
Kingdom Financial Group
91
Kingdom Financial Group
Arizona
US$ 49 +US$ 49 +1 Nova
Sykon Capital
92
Sykon Capital
New York
– -US$ 3,51 mi -72.009 Encerrada
Goldman Sachs
93
Goldman Sachs
New York
– -US$ 3,03 mi -62.185 Encerrada
Beacon Pointe Advisors
94
Beacon Pointe Advisors
California
– -US$ 2,02 mi -41.523 Encerrada
Maia Wealth
95
Maia Wealth
Colorado
– -US$ 983 mil -20.174 Encerrada
Quantinno Capital Management
96
Quantinno Capital Management
New York
– -US$ 220 mil -4.519 Encerrada
MAI Capital Management
97
MAI Capital Management
Ohio
– -US$ 141 mil -2.900 Encerrada
Guardian Wealth Advisors (North Carolina)
98
Guardian Wealth Advisors (North Carolina)
North Carolina
– -US$ 48,4 mil -993 Encerrada
US Bancorp
99
US Bancorp
Minnesota
– -US$ 9,7 mil -200 Encerrada
Cullen/Frost Bankers
100
Cullen/Frost Bankers
Texas
– -US$ 237 -5 Encerrada
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