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Factset
306.24
USD
+6.33
2.11%
At close
Updated
Aug 24, 12:05 PM EDT
Pre-market
After hours
1 day
2.11%
5 days
9.25%
1 month
20.4%
3 months
32.62%
6 months
51.99%
Year to date
7.49%
1 year
-19.97%
5 years
-16.7%
10 years
72.64%
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 |
301
M&T Bank
Buffalo,
New York
| – | -$5K | -48 | Closed |
|
| 302 |
SMA
302
Simply Money Advisors
Cincinnati,
Ohio
| – | -$5K | -45 | Closed |
|
| 303 |
JG
303
Jefferies Group
New York
| – | -$2K | -20 | Closed |
|
| 304 |
CW
304
Cobiz Wealth
Denver,
Colorado
| – | -$2K | -18 | Closed |
|
| 305 |
FNBT
305
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$1K | -14 | Closed |
|
| 306 |
MIM
306
Macroview Investment Management
Bethesda,
Maryland
| – | -$1K | -14 | Closed |
|
| 307 |
TWA
307
TCI Wealth Advisors
Tucson,
Arizona
| – | +$3.56K | +33 | New |
|