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CPTL
Global X Morningstar Capital Allocation Leaders ETF
CPTL
CPTL
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $4K | +$3.62K | +152 | New |
|
|
VNA
27
Valley National Advisers
Bethlehem,
Pennsylvania
| $3K | +$2.45K | +103 | +736% |
|
|
BW
28
Bison Wealth
Atlanta,
Georgia
| $1K | +$1.19K | +50 | New |
|
29
MML Investors Services
Springfield,
Massachusetts
| – | -$220K | -9,990 | Closed |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$122K | -5,489 | Closed |
|
31
Wells Fargo
San Francisco,
California
| – | -$24 | -1 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$190 | +8 | New |
|
|
PCWA
33
Pacific Capital Wealth Advisors
Corona,
California
| – | +$476 | +20 | New |
|