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IDEX
233.29
USD
-1.10
0.47%
At close
Updated
Aug 24, 2:55 PM EDT
Pre-market
After hours
1 day
-0.47%
5 days
-3.89%
1 month
4.49%
3 months
10.5%
6 months
11.92%
Year to date
30.29%
1 year
40.55%
5 years
3.86%
10 years
149.69%
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 |
|
|---|---|---|---|---|---|---|
| 701 |
GP
701
Greenline Partners
New York
| – | -$1.27K | -7 | Closed |
|
| 702 |
PWA
702
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| – | -$1.09K | -6 | Closed |
|
| 703 |
CWP
703
Clark Wealth Partners
O'fallon,
Illinois
| – | -$724 | -4 | Closed |
|
| 704 |
MSWA
704
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$724 | -4 | Closed |
|
| 705 |
PAM
705
Parvin Asset Management
Sioux Falls,
South Dakota
| – | -$724 | -4 | Closed |
|
| 706 |
GA
706
GoalVest Advisory
New York
| – | -$543 | -3 | Closed |
|
| 707 |
HFS
707
Hughes Financial Services
Herndon,
Virginia
| – | -$543 | -3 | Closed |
|
| 708 |
CA
708
Continuum Advisory
Eagle,
Idaho
| – | -$362 | -2 | Closed |
|
| 709 |
WW
709
Winnow Wealth
Waco,
Texas
| – | -$362 | -2 | Closed |
|
| 710 |
HHGA
710
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$181 | -1 | Closed |
|