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Deluxe
23.64
USD
+0.06
0.25%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
0.25%
5 days
-0.67%
1 month
-13.18%
3 months
-2.48%
6 months
-15.09%
Year to date
6.53%
1 year
21.92%
5 years
-38.9%
10 years
-65.64%
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 |
|
|---|---|---|---|---|---|---|
| 301 |
WAM
301
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$1K | -20 | Closed |
|
| 302 |
AIA
302
Alera Investment Advisors
Deerfield,
Illinois
| – | -$1K | -17 | Closed |
|
| 303 |
FHA
303
Flagship Harbor Advisors
Boston,
Massachusetts
| – | +$971 | +23 | New |
|