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Moody's
464.23
USD
+5.54
1.21%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
463.17
-1.06
0.23%
1 day
1.21%
5 days
4.98%
1 month
-2.18%
3 months
-4.68%
6 months
5.94%
Year to date
-6.96%
1 year
-5.73%
5 years
28.93%
10 years
325.31%
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 |
|
|---|---|---|---|---|---|---|
| 1101 |
WP
1101
WealthPLAN Partners
Omaha,
Nebraska
| – | -$3.13K | -9 | Closed |
|
| 1102 |
SF
1102
Safeguard Financial
Minocqua,
Wisconsin
| – | -$1K | -4 | Closed |
|
| 1103 |
CTWM
1103
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$696 | -2 | Closed |
|