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Factset
287.18
USD
+0.66
0.23%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
287.18
0.00
0%
1 day
0.23%
5 days
7.8%
1 month
2.87%
3 months
18.72%
6 months
34.5%
Year to date
0.8%
1 year
1.45%
5 years
-29.12%
10 years
81.72%
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 |
WANY
501
Wealthspire Advisors (New York)
New York
| – | -$2K | -9 | Closed |
|
| 502 |
CFA
502
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1K | -5 | Closed |
|
| 503 |
PWMG
503
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -4 | Closed |
|
| 504 |
QI
504
QS Investors
New York
| – | -$1K | -4 | Closed |
|