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94.67
USD
-0.10
0.11%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
94.67
0.00
0%
1 day
-0.11%
5 days
0.24%
1 month
-1.84%
3 months
8.32%
6 months
13.75%
Year to date
13.62%
1 year
18.56%
5 years
-62.88%
10 years
52.69%
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 |
|
|---|---|---|---|---|---|---|
| 1001 |
IHWM
1001
Iron Horse Wealth Management
Johston,
Iowa
| – | -$1K | -2 | Closed |
|
| 1002 |
LAM
1002
Lountzis Asset Management
Wyomissing,
Pennsylvania
| – | -$523 | -2 | Closed |
|
| 1003 |
CWM
1003
Curi Wealth Management
Raleigh,
North Carolina
| – | +$235 | +1 | New |
|
| 1004 |
RCM
1004
Raleigh Capital Management
Cary,
North Carolina
| – | +$470 | +2 | New |
|
| 1005 |
RI
1005
Rinkey Investments
San Diego,
California
| – | +$470 | +2 | New |
|
| 1006 |
SC
1006
Schubert & Co
Mckinney,
Texas
| – | +$470 | +2 | New |
|