11/1/2024 | Leavell Investment Management Inc. | 99,088 | $2.10M | 0.1% | +21.1% | 0.768% | |
10/31/2024 | Hara Capital LLC | 16,152 | $342K | 0.2% | +40.5% | 0.125% | |
10/11/2024 | CX Institutional | 189,332 | $4.01M | 0.2% | N/A | 1.468% | |
10/3/2024 | Marotta Asset Management | 116,622 | $2.47M | 0.5% | -34.7% | 0.904% | |
8/15/2024 | Main Management ETF Advisors LLC | 342,740 | $7.50M | 0.4% | +1.9% | 2.657% | |
8/10/2024 | Lumbard & Kellner LLC | 208,575 | $4.56M | 2.2% | +1.4% | 1.617% | |
|
8/9/2024 | Total Clarity Wealth Management Inc. | 23,017 | $503K | 0.2% | -13.6% | 0.178% | |
7/29/2024 | Meitav Investment House Ltd. | 48,542 | $1.06M | 0.0% | +4.7% | 0.376% | |
7/26/2024 | Eagle Bay Advisors LLC | 1,230 | $27K | 0.0% | +606.9% | 0.010% | |
5/17/2024 | Lumbard & Kellner LLC | 205,651 | $4.81M | 2.3% | N/A | 1.594% | |
4/24/2024 | Leavell Investment Management Inc. | 69,848 | $1.63M | 0.1% | N/A | 0.541% | |
4/2/2024 | Marotta Asset Management | 154,635 | $3.62M | 0.7% | +29.9% | 1.024% | |
2/12/2024 | Glovista Investments LLC | 279,612 | $6.43M | 3.0% | -0.5% | 1.852% | |
2/9/2024 | Weil Company Inc. | 21,005 | $477K | 0.2% | -30.0% | 0.139% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 47,141 | $1.07M | 0.0% | -1.3% | 0.312% | |
12/11/2023 | Glovista Investments LLC | 281,045 | $5.73M | 3.4% | -3.2% | 1.861% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 47,784 | $972K | 0.0% | -2.8% | 0.316% | |
11/8/2023 | Weil Company Inc. | 30,005 | $610K | 0.3% | -45.8% | 0.199% | |
10/11/2023 | Marotta Asset Management | 128,561 | $2.61M | 0.6% | -17.7% | 0.851% | |
8/16/2023 | Glovista Investments LLC | 290,296 | $6.24M | 3.3% | -0.4% | 1.922% | |
8/9/2023 | Flow Traders U.S. LLC | 13,542 | $293K | 0.0% | -33.5% | 0.090% | |
8/8/2023 | Weil Company Inc. | 55,405 | $1.20M | 0.5% | -12.9% | 0.367% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 49,147 | $1.07M | 0.0% | +16.2% | 0.325% | |
7/31/2023 | LPL Financial LLC | 29,781 | $645K | 0.0% | +133.0% | 0.197% | |
7/31/2023 | Menora Mivtachim Holdings LTD. | 11,065,000 | $239.78M | 2.2% | +7.8% | 73.278% | |
7/18/2023 | KCS Wealth Advisory | 17,870 | $387K | 0.1% | +6.9% | 0.118% | |
7/5/2023 | Marotta Asset Management | 156,137 | $3.38M | 0.8% | N/A | 1.123% | |
5/12/2023 | Main Management ETF Advisors LLC | 164,570 | $3.46M | 0.3% | N/A | 1.184% | |
5/11/2023 | Kovitz Investment Group Partners LLC | 42,284 | $889K | 0.0% | -7.8% | 0.304% | |
4/18/2023 | IFP Advisors Inc | 1,039 | $26K | 0.0% | N/A | 0.007% | |
4/18/2023 | KCS Wealth Advisory | 16,724 | $352K | 0.1% | +4.3% | 0.120% | |
3/6/2023 | OLD Mission Capital LLC | 127,489 | $2.49M | 0.1% | N/A | 1.054% | |
2/13/2023 | Glovista Investments LLC | 300,521 | $5.84M | 2.9% | +1.3% | 2.484% | |
2/8/2023 | KCS Wealth Advisory | 16,029 | $312K | 0.1% | -3.6% | 0.132% | |
2/8/2023 | Weil Company Inc. | 63,605 | $1.24M | 0.6% | N/A | 0.526% | |
2/7/2023 | Envestnet Asset Management Inc. | 16,560 | $323K | 0.0% | -4.9% | 0.137% | |
1/19/2023 | Kovitz Investment Group Partners LLC | 45,864 | $894K | 0.0% | -11.7% | 0.559% | |
1/3/2023 | Marotta Asset Management | 177,103 | $3.45M | 0.8% | -3.3% | 6.559% | |
11/15/2022 | Flow Traders U.S. LLC | 13,140 | $219K | 0.0% | -64.2% | 0.469% | |
11/9/2022 | Kovitz Investment Group Partners LLC | 51,960 | $864K | 0.0% | -3.6% | 1.856% | |
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10/21/2022 | KCS Wealth Advisory | 16,634 | $277K | 0.1% | +9.0% | 0.640% | |
10/11/2022 | Marotta Asset Management | 183,177 | $3.05M | 0.8% | +35.9% | 7.045% | |
8/16/2022 | Glovista Investments LLC | 298,668 | $6.05M | 2.5% | -5.3% | 11.947% | |
8/13/2022 | Flow Traders U.S. LLC | 36,707 | $754K | 0.0% | N/A | 1.468% | |
8/2/2022 | Kovitz Investment Group Partners LLC | 53,928 | $1.11M | 0.0% | -0.9% | 2.157% | |
7/21/2022 | Marotta Asset Management | 134,834 | $2.73M | 0.7% | +223.9% | 5.393% | |
5/16/2022 | Glovista Investments LLC | 315,432 | $8.07M | 2.4% | +3.0% | 12.617% | |
5/4/2022 | Envestnet Asset Management Inc. | 17,259 | $438K | 0.0% | -3.8% | 0.690% | |
4/22/2022 | Kovitz Investment Group Partners LLC | 54,400 | $1.38M | 0.0% | -2.1% | 2.176% | |
4/21/2022 | Provident Wealth Management LLC | 21,942 | $556K | 0.3% | -3.7% | 0.878% | |
4/16/2022 | KCS Wealth Advisory | 14,794 | $375K | 0.2% | +3.4% | 0.592% | |
4/8/2022 | Marotta Asset Management | 41,622 | $1.06M | 0.2% | N/A | 1.734% | |
2/18/2022 | Lumbard & Kellner LLC | 155,946 | $3.99M | 1.5% | -4.0% | 6.498% | |
2/16/2022 | Main Management LLC | 912 | $25K | 0.0% | N/A | 0.038% | |
2/10/2022 | Glovista Investments LLC | 306,364 | $8.57M | 2.4% | -36.9% | 12.765% | |
2/4/2022 | Envestnet Asset Management Inc. | 17,938 | $497K | 0.0% | -10.5% | 0.747% | |
2/4/2022 | Kovitz Investment Group Partners LLC | 55,575 | $1.70M | 0.0% | -3.0% | 2.316% | |
2/3/2022 | Advisor Group Holdings Inc. | 4,192 | $116K | 0.0% | +25.0% | 0.175% | |
2/2/2022 | Provident Wealth Management LLC | 22,793 | $632K | 0.4% | +5.1% | 0.950% | |
1/26/2022 | KCS Wealth Advisory | 14,304 | $397K | 0.2% | +9.8% | 0.622% | |
11/18/2021 | Lumbard & Kellner LLC | 162,362 | $4.67M | 1.8% | -0.5% | 7.059% | |
11/16/2021 | Jane Street Group LLC | 62,029 | $1.79M | 0.0% | N/A | 2.697% | |
11/12/2021 | OLD Mission Capital LLC | 56,106 | $1.62M | 0.1% | -40.2% | 2.439% | |
11/12/2021 | Hsbc Holdings PLC | 33,762 | $972K | 0.0% | -49.1% | 1.350% | |
11/12/2021 | Glovista Investments LLC | 485,731 | $14.08M | 4.1% | +168.4% | 19.429% | |
11/8/2021 | Provident Wealth Management LLC | 21,679 | $624K | 0.5% | +3.0% | 0.867% | |
11/5/2021 | Advisor Group Holdings Inc. | 3,353 | $96K | 0.0% | +32.1% | 0.134% | |
10/28/2021 | Kovitz Investment Group Partners LLC | 57,283 | $1.65M | 0.0% | +3.2% | 2.291% | |
8/26/2021 | Lumbard & Kellner LLC | 163,206 | $5.43M | 2.1% | +0.6% | 7.096% | |
8/16/2021 | Royal Bank of Canada | 50,063 | $1.67M | 0.0% | N/A | 2.177% | |
8/13/2021 | OLD Mission Capital LLC | 93,877 | $3.13M | 0.1% | -29.7% | 4.082% | |
8/13/2021 | LPL Financial LLC | 9,684 | $322K | 0.0% | -3.2% | 0.421% | |
8/6/2021 | Provident Wealth Management LLC | 21,047 | $701K | 0.6% | +13.2% | 0.915% | |
8/4/2021 | Envestnet Asset Management Inc. | 104,888 | $3.49M | 0.0% | +448.5% | 4.560% | |
8/4/2021 | Kovitz Investment Group Partners LLC | 55,495 | $1.85M | 0.0% | +1.1% | 2.413% | |
8/2/2021 | Advisor Group Holdings Inc. | 2,538 | $84K | 0.0% | -35.9% | 0.110% | |
5/17/2021 | Innealta Capital LLC | 65,383 | $2.08M | 1.3% | N/A | 2.843% | |
5/17/2021 | Lumbard & Kellner LLC | 162,297 | $5.23M | 1.8% | +0.8% | 7.056% | |
5/13/2021 | Franklin Resources Inc. | 5,000 | $159K | 0.0% | -80.0% | 0.217% | |
5/6/2021 | Kovitz Investment Group Partners LLC | 54,887 | $1.75M | 0.0% | -1.2% | 2.386% | |
5/4/2021 | Envestnet Asset Management Inc. | 19,122 | $609K | 0.0% | N/A | 0.831% | |
4/19/2021 | KCS Wealth Advisory | 12,851 | $409K | 0.2% | +2.5% | 0.584% | |
4/16/2021 | Provident Wealth Management LLC | 18,589 | $592K | 0.7% | N/A | 0.845% | |
4/14/2021 | Global Retirement Partners LLC | 4,118 | $131K | 0.0% | N/A | 0.206% | |
2/17/2021 | Jane Street Group LLC | 57,931 | $1.77M | 0.0% | +530.1% | 6.437% | |
2/12/2021 | Kovitz Investment Group Partners LLC | 55,575 | $1.70M | 0.0% | N/A | 6.175% | |
1/28/2021 | KCS Wealth Advisory | 12,542 | $384K | 0.3% | +12.2% | 1.394% | |
11/17/2020 | Jane Street Group LLC | 9,194 | $213K | 0.0% | -16.2% | 1.022% | |
11/12/2020 | People s United Financial Inc. | 9,675 | $224K | 0.0% | N/A | 1.075% | |