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SW
Smurfit Westrock
48.69
USD
-0.70
1.42%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
48.64
-0.05
0.1%
1 day
-1.42%
5 days
2.18%
1 month
0.27%
3 months
24.21%
6 months
6.08%
Year to date
22.95%
1 year
6.01%
5 years
5.34%
10 years
5.34%
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 |
CW
701
Curio Wealth
Annapolis,
Maryland
| – | -$917 | -23 | Closed |
|
| 702 |
PWA
702
Portus Wealth Advisors
Charlotte,
North Carolina
| – | -$598 | -15 | Closed |
|
| 703 |
VWM
703
Vermillion Wealth Management
Rosemount,
Minnesota
| – | -$558 | -14 | Closed |
|
| 704 |
DWP
704
Destiny Wealth Partners
Tavares,
Florida
| – | -$399 | -10 | Closed |
|
| 705 |
TWM
705
TopTier Wealth Management
Muskego,
Wisconsin
| – | -$399 | -10 | Closed |
|
| 706 |
IPS
706
Investors Portfolio Services
Puyallup,
Washington
| – | -$283 | -7 | Closed |
|
| 707 |
TCOT
707
Trust Company of Toledo
Holland,
Ohio
| – | -$239 | -6 | Closed |
|
| 708 |
WPA
708
Wealth Preservation Advisors
Chattanooga,
Tennessee
| – | -$239 | -6 | Closed |
|