2/17/2025 | Quantinno Capital Management LP | 12,050 | $459K | 0.0% | +9.6% | 0.753% | |
2/17/2025 | Citadel Advisors LLC | 53,387 | $2.03M | 0.0% | N/A | 3.337% | |
2/17/2025 | Benjamin Edwards Inc. | 52,444 | $2.00M | 0.0% | -8.3% | 3.278% | |
2/14/2025 | Jane Street Group LLC | 15,288 | $582K | 0.0% | N/A | 0.956% | |
2/14/2025 | First Trust Advisors LP | 901,616 | $34.33M | 0.0% | -7.5% | 56.351% | |
2/13/2025 | Raymond James Financial Inc. | 15,787 | $601K | 0.0% | N/A | 0.987% | |
2/13/2025 | Rathbones Group PLC | 59,264 | $2.26M | 0.0% | +2.8% | 3.704% | |
2/10/2025 | Corient Private Wealth LLC | 31,918 | $1.22M | 0.0% | -4.2% | 1.995% | |
2/6/2025 | Raymond James Financial Inc. | 15,787 | $601K | 0.0% | N/A | 0.987% | |
11/15/2024 | Quantinno Capital Management LP | 10,995 | $460K | 0.0% | +15.5% | 0.579% | |
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11/15/2024 | Benjamin Edwards Inc. | 57,200 | $2.39M | 0.0% | N/A | 3.011% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 7,426 | $311K | 0.0% | -7.8% | 0.391% | |
11/4/2024 | Cottonwood Capital Advisors LLC | 10,067 | $421K | 0.3% | -8.8% | 0.530% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 57,526 | $2.19M | 0.0% | -5.3% | 3.384% | |
8/9/2024 | Rathbones Group PLC | 44,590 | $1.70M | 0.0% | +18.1% | 2.623% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 60,772 | $2.30M | 0.0% | +0.8% | 3.683% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 11,229 | $408K | 0.3% | -8.0% | 0.681% | |
2/13/2024 | Rathbones Group PLC | 38,163 | $1.40M | 0.0% | +3.5% | 2.245% | |
2/9/2024 | Corient Private Wealth LLC | 32,427 | $1.19M | 0.0% | -3.5% | 1.907% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 60,275 | $2.21M | 0.0% | -11.9% | 3.546% | |
11/14/2023 | PGIM Custom Harvest LLC | 83,503 | $2.72M | 0.1% | -8.3% | 13.917% | |
11/13/2023 | Rathbones Group PLC | 36,871 | $1.20M | 0.0% | +21.8% | 6.145% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 12,726 | $414K | 0.4% | -5.8% | 2.121% | |
10/27/2023 | Dunhill Financial LLC | 39,756 | $1.30M | 0.8% | -11.1% | 6.116% | |
8/23/2023 | Dunhill Financial LLC | 44,695 | $1.47M | 1.0% | N/A | 6.385% | |
8/4/2023 | Rathbones Group PLC | 30,279 | $1.01M | 0.0% | -5.5% | 4.326% | |
8/2/2023 | Bank of Montreal Can | 1,076 | $37K | 0.0% | N/A | 0.166% | |
5/12/2023 | Rathbones Group PLC | 32,052 | $1.09M | 0.0% | +13.9% | 4.579% | |
3/6/2023 | OLD Mission Capital LLC | 32,109 | $1.02M | 0.0% | +47.2% | 4.014% | |
2/9/2023 | Legacy Capital Wealth Partners LLC | 8,076 | $256K | 0.1% | -95.9% | 1.010% | |
2/8/2023 | UBS Group AG | 4,151 | $131K | 0.0% | -13.6% | 0.519% | |
2/6/2023 | Cottonwood Capital Advisors LLC | 13,796 | $437K | 0.4% | -3.6% | 1.725% | |
2/2/2023 | Waverton Investment Management Ltd | 11,494 | $364K | 0.0% | N/A | 1.437% | |
1/26/2023 | Walkner Condon Financial Advisors LLC | 8,462 | $268K | 0.1% | -21.0% | 1.058% | |
11/14/2022 | OLD Mission Capital LLC | 21,813 | $585K | 0.0% | -22.5% | 2.077% | |
11/14/2022 | Legacy Capital Wealth Partners LLC | 199,060 | $5.34M | 2.8% | +1.0% | 18.958% | |
11/4/2022 | Prudential Financial Inc. | 54,609 | $1.72M | 0.0% | +19.2% | 5.201% | |
11/3/2022 | Rathbones Group Plc | 26,651 | $714K | 0.0% | +38.1% | 2.538% | |
11/1/2022 | Cottonwood Capital Advisors LLC | 14,307 | $383K | 0.4% | +18.4% | 1.363% | |
10/28/2022 | Walkner Condon Financial Advisors LLC | 10,705 | $287K | 0.1% | -25.0% | 1.020% | |
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10/20/2022 | James Hambro & Partners | 18,903 | $482K | 0.0% | N/A | 1.890% | |
8/5/2022 | OLD Mission Capital LLC | 28,140 | $888K | 0.0% | +58.7% | 1.340% | |
8/4/2022 | Walkner Condon Financial Advisors LLC | 14,282 | $451K | 0.1% | +3.5% | 0.680% | |
7/27/2022 | Cottonwood Capital Advisors LLC | 12,082 | $381K | 0.3% | +22.8% | 0.575% | |
7/22/2022 | Stratos Wealth Advisors LLC | 6,729 | $212K | 0.0% | -5.7% | 0.320% | |
7/13/2022 | Retirement Planning Group | 11,715 | $370K | 0.0% | N/A | 0.545% | |
5/11/2022 | Rathbones Group PLC | 9,718 | $374K | 0.0% | +7.6% | 0.452% | |
5/4/2022 | Benjamin F. Edwards & Company Inc. | 31,519 | $1.22M | 0.1% | +5.5% | 1.466% | |
5/3/2022 | Walkner Condon Financial Advisors LLC | 13,793 | $532K | 0.2% | +48.5% | 0.642% | |
4/26/2022 | Stratos Wealth Advisors LLC | 7,134 | $275K | 0.0% | -23.9% | 0.332% | |
4/18/2022 | Cottonwood Capital Advisors LLC | 9,838 | $379K | 0.3% | +31.7% | 0.458% | |
2/10/2022 | Rathbones Group PLC | 9,031 | $399K | 0.0% | N/A | 0.411% | |
2/10/2022 | HighTower Advisors LLC | 16,212 | $717K | 0.0% | +10.4% | 0.737% | |
2/9/2022 | Sowell Financial Services LLC | 37,969 | $1.68M | 0.1% | -17.7% | 1.726% | |
2/8/2022 | MTM Investment Management LLC | 685 | $30K | 0.0% | N/A | 0.031% | |
2/8/2022 | Raymond James & Associates | 25,055 | $1.11M | 0.0% | +6.0% | 1.139% | |
2/8/2022 | First Trust Advisors LP | 1,072,056 | $47.32M | 0.0% | -13.1% | 48.730% | |
2/7/2022 | Benjamin F. Edwards & Company Inc. | 29,888 | $1.32M | 0.1% | +7.3% | 1.359% | |
1/28/2022 | Cottonwood Capital Advisors LLC | 7,470 | $330K | 0.3% | N/A | 0.340% | |
1/14/2022 | Stratos Wealth Advisors LLC | 9,369 | $414K | 0.0% | N/A | 0.446% | |
11/15/2021 | HighTower Advisors LLC | 14,690 | $618K | 0.0% | N/A | 0.653% | |
11/12/2021 | OLD Mission Capital LLC | 11,221 | $472K | 0.0% | N/A | 0.499% | |
11/4/2021 | Sowell Financial Services LLC | 46,114 | $1.94M | 0.1% | +1.9% | 2.050% | |
11/4/2021 | Walkner Condon Financial Advisors LLC | 6,941 | $292K | 0.1% | N/A | 0.308% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 13,703 | $576K | 0.0% | N/A | 0.609% | |
11/2/2021 | Raymond James & Associates | 23,627 | $993K | 0.0% | +176.4% | 1.050% | |
11/2/2021 | Benjamin F. Edwards & Company Inc. | 27,848 | $1.17M | 0.1% | +3.4% | 1.238% | |
10/21/2021 | V Wealth Advisors LLC | 13,504 | $567K | 0.1% | -4.7% | 0.600% | |
10/20/2021 | StoneX Group Inc. | 4,798 | $202K | 0.0% | N/A | 0.223% | |
8/13/2021 | Stifel Financial Corp | 14,654 | $643K | 0.0% | N/A | 2.254% | |
8/12/2021 | CIBC World Markets Inc. | 18,927 | $831K | 0.0% | +88.3% | 2.912% | |
8/9/2021 | Belpointe Asset Management LLC | 4,295 | $189K | 0.0% | N/A | 0.661% | |
8/5/2021 | Sowell Financial Services LLC | 45,243 | $1.99M | 0.1% | -16.8% | 6.960% | |
5/18/2021 | Citadel Advisors LLC | 50,291 | $2.10M | 0.0% | -30.4% | 7.737% | |
5/11/2021 | CIBC World Markets Inc. | 10,054 | $420K | 0.0% | N/A | 1.676% | |
5/7/2021 | Sowell Financial Services LLC | 54,385 | $2.42M | 0.1% | N/A | 9.064% | |
4/20/2021 | V Wealth Advisors LLC | 14,205 | $593K | 0.1% | N/A | 2.583% | |