We are live on
!
Find out more
Duke Energy
117.50
USD
+0.85
0.73%
At close
Updated
Oct 12, 2:51 PM EDT
Pre-market
After hours
1 day
0.73%
5 days
2.68%
1 month
-1.28%
3 months
-7.38%
6 months
-9.89%
Year to date
0.05%
1 year
-6.81%
5 years
17.71%
10 years
53.29%
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 |
|
|---|---|---|---|---|---|---|
| 1901 |
SLWA
1901
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$35K | -337 | Closed |
|
| 1902 |
TFO
1902
Tarbox Family Office
Newport Beach,
California
| – | -$37K | -333 | Closed |
|
| 1903 |
SQA
1903
Simon Quick Advisors
Morristown,
New Jersey
| – | -$35K | -309 | Closed |
|
| 1904 |
CSIA
1904
Carl Stuart Investment Advisor
Austin,
Texas
| – | -$32.8K | -294 | Closed |
|
| 1905 |
AWA
1905
Aaron Wealth Advisors
Chicago,
Illinois
| – | -$31.5K | -282 | Closed |
|
| 1906 |
GA
1906
GoalVest Advisory
New York
| – | -$12K | -111 | Closed |
|
| 1907 |
DFCM
1907
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$11K | -101 | Closed |
|
| 1908 |
PWP
1908
Pursue Wealth Partners
Clayton,
California
| – | -$7.81K | -68 | Closed |
|
| 1909 |
1909
Optiver Holding
Amsterdam,
Netherlands
| – | -$4K | -40 | Closed |
|
| 1910 |
CI
1910
Cordant Inc
Portland,
Oregon
| – | -$3K | -30 | Closed |
|
| 1911 |
JAM
1911
JCIC Asset Management
Toronto,
Ontario, Canada
| – | -$3K | -24 | Closed |
|
| 1912 |
IWP
1912
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$2K | -16 | Closed |
|