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3M
178.96
USD
+0.87
0.49%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
178.81
-0.15
0.08%
1 day
0.49%
5 days
-1.51%
1 month
4.8%
3 months
18.05%
6 months
7.59%
Year to date
10.59%
1 year
15.92%
5 years
9.94%
10 years
19.53%
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 |
|
|---|---|---|---|---|---|---|
| 2026 |
CFA
2026
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$6K | -43 | Closed |
|
| 2027 |
AWMF
2027
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| – | -$6K | -39 | Closed |
|
| 2028 |
JCM
2028
Julex Capital Management
Wellesley,
Massachusetts
| – | -$2K | -16 | Closed |
|
| 2029 |
W
2029
WealthStone
Columbus,
Ohio
| – | -$520 | -4 | Closed |
|
| 2030 |
OSAM
2030
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$140 | +1 | +100% |
|