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NEUE
NeueHealth
NEUE
NEUE
Delisted
NEUE was delisted on the 1st of October, 2025.
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 |
|
|---|---|---|---|---|---|---|
| 101 |
101
Prudential Financial
Newark,
New Jersey
| – | -$2.8K | -159 | Closed |
|
| 102 |
102
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$2.77K | -157 | Closed |
|
| 103 |
AG
103
Advocate Group
Minnetonka,
Minnesota
| – | -$2.64K | -150 | Closed |
|
| 104 |
IWC
104
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$2K | -138 | Closed |
|
| 105 |
X
105
Xponance
Philadelphia,
Pennsylvania
| – | -$2.41K | -137 | Closed |
|
| 106 |
DAS
106
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$2.37K | -134 | Closed |
|
| 107 |
PAG
107
Private Advisor Group
Morristown,
New Jersey
| – | -$2.27K | -129 | Closed |
|
| 108 |
BPA
108
Beacon Pointe Advisors
Newport Beach,
California
| – | -$2.2K | -125 | Closed |
|
| 109 |
109
Creative Planning
Overland Park,
Kansas
| – | -$2.2K | -125 | Closed |
|
| 110 |
PP
110
PrairieView Partners
St. Paul,
Minnesota
| – | -$26 | -2 | -14% |
|
| 111 |
DFCM
111
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$10 | -1 | Closed |
|