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Canadian Pacific Kansas City
94.34
USD
-2.35
2.43%
At close
Updated
Aug 24, 11:42 AM EDT
Pre-market
After hours
1 day
-2.43%
5 days
-0.22%
1 month
2.14%
3 months
5.86%
6 months
9.33%
Year to date
26.72%
1 year
28.55%
5 years
33.08%
10 years
210.23%
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 |
|
|---|---|---|---|---|---|---|
| 501 |
501
AssetMark Inc
Concord,
California
| – | -$18K | -355 | Closed |
|
| 502 |
OPS
502
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$15K | -285 | Closed |
|
| 503 |
FWM
503
Focused Wealth Management
Newburgh,
New York
| – | -$7K | -130 | Closed |
|
| 504 |
WCM
504
Wealthcare Capital Management
Richmond,
Virginia
| – | -$4K | -70 | Closed |
|
| 505 |
LWM
505
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$3K | -50 | Closed |
|
| 506 |
SMFS
506
Squar Milner Financial Services
Irvine,
California
| – | -$2K | -50 | Closed |
|