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W.R. Berkley
68.60
USD
-0.58
0.84%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
68.80
+0.20
0.29%
1 day
-0.84%
5 days
-2.28%
1 month
-4.93%
3 months
1.67%
6 months
-3.38%
Year to date
-1.1%
1 year
-5.39%
5 years
102.96%
10 years
294.25%
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 |
|
|---|---|---|---|---|---|---|
| 1026 |
WSFG
1026
Wall Street Financial Group
Carlinville,
Illinois
| – | -$597 | -9 | Closed |
|
| 1027 |
IWS
1027
Intentional Wealth Strategies
Colorado Springs,
Colorado
| – | -$331 | -5 | Closed |
|
| 1028 |
NWS
1028
Nvest Wealth Strategies
Powell,
Ohio
| – | -$266 | -4 | Closed |
|
| 1029 |
RBC
1029
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$268 | -4 | -50% |
|
| 1030 |
AWM
1030
Abound Wealth Management
Franklin,
Tennessee
| – | -$171 | -3 | Closed |
|
| 1031 |
CW
1031
Curio Wealth
Annapolis,
Maryland
| – | -$199 | -3 | Closed |
|
| 1032 |
NF
1032
Napier Financial
Braintree,
Massachusetts
| – | -$199 | -3 | Closed |
|
| 1033 |
SWA
1033
SOA Wealth Advisors
New York
| – | -$68 | -1 | Closed |
|