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Box
32.91
USD
+0.01
0.03%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
32.73
-0.18
0.55%
1 day
0.03%
5 days
2.2%
1 month
9.92%
3 months
29.57%
6 months
50.82%
Year to date
14.15%
1 year
5.55%
5 years
30.54%
10 years
155.51%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
PFS
351
Prospera Financial Services
Dallas,
Texas
| – | -$7K | -253 | Closed |
|
| 352 |
TAM
352
Tucker Asset Management
Littleton,
Colorado
| – | -$2.91K | -100 | Closed |
|
| 353 |
ACM
353
Antonetti Capital Management
Naples,
Florida
| – | -$1K | -50 | Closed |
|
| 354 |
CI
354
Cordant Inc
Portland,
Oregon
| – | -$1K | -34 | Closed |
|
| 355 |
DI
355
Disciplined Investments
Tulsa,
Oklahoma
| – | -$56 | -2 | -13% |
|
| 356 |
GWS
356
Glassman Wealth Services
Vienna,
Virginia
| – | +$140 | +5 | +36% |
|