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IDEX
234.39
USD
+0.64
0.27%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
234.39
0.00
0%
1 day
0.27%
5 days
-1.93%
1 month
5.97%
3 months
14%
6 months
13.42%
Year to date
30.9%
1 year
44.35%
5 years
5.71%
10 years
150.42%
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 |
CA
701
CoreCap Advisors
Southfield,
Michigan
| – | -$5.27K | -30 | Closed |
|
| 702 |
TCOV
702
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3.86K | -22 | Closed |
|
| 703 |
TPWA
703
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$2.12K | -13 | Closed |
|
| 704 |
SC
704
SouthState Corp
Winter Haven,
Florida
| – | -$1.93K | -11 | Closed |
|
| 705 |
AW
705
Avion Wealth
The Woodlands,
Texas
| – | -$1.52K | -9 | -75% |
|
| 706 |
TIM
706
Total Investment Management
Scottsdale,
Arizona
| – | -$1.41K | -8 | Closed |
|
| 707 |
LIM
707
Longfellow Investment Management
Boston,
Massachusetts
| – | -$1.05K | -6 | Closed |
|
| 708 |
NL
708
NVWM LLC
Yardley,
Pennsylvania
| – | -$702 | -4 | Closed |
|
| 709 |
S
709
Sachetta
Lynnfield,
Massachusetts
| – | -$527 | -3 | Closed |
|
| 710 |
QWM
710
Quaker Wealth Management
Moorestown,
New Jersey
| – | -$352 | -2 | Closed |
|
| 711 |
SC
711
Stephens Consulting
Flint,
Michigan
| – | -$352 | -2 | Closed |
|
| 712 |
LFA
712
LGT Financial Advisors
Dallas,
Texas
| – | -$176 | -1 | Closed |
|
| 713 |
OP
713
ORG Partners
Roanoke,
Indiana
| – | -$180 | -1 | Closed |
|