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ícone de MDLZ

Mondelez International
MDLZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Scarborough Advisors
2001
Scarborough Advisors
Maryland
– -US$ 11,6 mil -201 Encerrada
RFG
2002
REAP Financial Group
Texas
– -US$ 10,4 mil -180 Encerrada
Optiver Holding
2003
Optiver Holding
Netherlands
– -US$ 8,76 mil -152 Encerrada
IWS
2004
Intentional Wealth Strategies
Colorado
– -US$ 8,7 mil -151 Encerrada
MWC
2005
MBM Wealth Consultants
Missouri
– -US$ 6,8 mil -118 Encerrada
FCT
2006
Family Capital Trust
Massachusetts
– -US$ 6,17 mil -107 Encerrada
LWMI
2007
Legacy Wealth Management (Idaho)
Idaho
– -US$ 5,82 mil -101 Encerrada
CYG
2008
Clean Yield Group
Vermont
– -US$ 5,76 mil -100 Encerrada
MASECO Private Wealth
2009
MASECO Private Wealth
– -US$ 5,44 mil -94 Encerrada
First Pacific Financial
2010
First Pacific Financial
Washington
– -US$ 4,61 mil -80 Encerrada
GAG
2011
Goodman Advisory Group
Massachusetts
– -US$ 4,21 mil -73 Encerrada
IWMWV
2012
Ironwood Wealth Management (West Virginia)
West Virginia
– -US$ 3,9 mil -66 Encerrada
WestEnd Advisors
2013
WestEnd Advisors
North Carolina
– -US$ 3,11 mil -54 Encerrada
PWA
2014
Portus Wealth Advisors
North Carolina
– -US$ 2,59 mil -45 Encerrada
UFPG
2015
United Financial Planning Group
New York
– -US$ 2,54 mil -44 Encerrada
Security National Bank
2016
Security National Bank
Nebraska
– -US$ 2,42 mil -42 Encerrada
SIM
2017
Synergy Investment Management
Florida
– -US$ 2,36 mil -41 Encerrada
CFG
2018
Clayton Financial Group
Missouri
– -US$ 2,19 mil -38 Encerrada
Leonteq Securities AG
2019
Leonteq Securities AG
Switzerland
– -US$ 1,61 mil -28 Encerrada
MSWA
2020
Marshall & Sterling Wealth Advisors
New York
– -US$ 1,38 mil -24 Encerrada
MWM
2021
Magnolia Wealth Management
Alabama
– -US$ 1,33 mil -23 Encerrada
TWM
2022
TopTier Wealth Management
Wisconsin
– -US$ 980 -17 Encerrada
Migdal Insurance & Financial Holdings
2023
Migdal Insurance & Financial Holdings
Israel
– -US$ 576 -10 Encerrada
CW
2024
Curio Wealth
Maryland
– -US$ 519 -9 Encerrada
EA
2025
Evolution Advisers
Virginia
– +US$ 241 +4 Nova
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