Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Capital Group New Geography Equity ETF incluem Presper Financial Architects, LLC, Sentinel Advisory Group, LLC, Ewa, Llc, Code Waechter LLC, Eagle Bay Advisors LLC, HighTower Advisors, LLC, Compton Financial Group, LLC, Lineweaver Wealth Advisors, LLC, Evergreen Wealth Partners LLC, BlueChip Wealth Advisors LLC, Ubs Asset Management Americas Inc, Clearview Wealth Management LLC, Endeavor Private Wealth, Inc., Signature Estate & Investment Advisors Llc, Motco, Diversify Wealth Management, Llc, Financial Partners Group, Inc, Towle & Co, Junk Investment Group, LLC, e Regal Investment Advisors LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 150 | 0 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 90,348 | 3 | ||||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 49,240 | 1,555 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 25,320 | 799 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 50,279 | 45.16 | 1,605 | 45.25 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 8,232 | 109.63 | 260 | 107.20 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 16,350 | 6.51 | 516 | 5.31 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 7,194 | 227 | ||||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 601,726 | 28.94 | 18,996 | 27.49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 748 | 16.51 | 24 | 15.00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 425,882 | 28.79 | 13,445 | 27.34 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 173,979 | 5.41 | 5,493 | 4.21 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 160 | 5 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 52,843 | 70.94 | 1,668 | 69.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2,813,229 | 32.72 | 88,814 | 31.22 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 422 | 185.14 | 13 | 225.00 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 171,264 | 4.56 | 5,407 | 3.38 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 195,749 | 264.90 | 6,180 | 260.92 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 23,638 | 6.86 | 746 | 5.67 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 115,008 | 11.22 | 3,631 | 9.97 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7,401 | 234 | ||||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 62,497 | 196.62 | 1,973 | 193.60 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 512,908 | 13.03 | 16,192 | 11.75 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 45,238 | 37.65 | 1,428 | 36.13 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 86,936 | 5.31 | 2,745 | 4.14 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 78,881 | 90.52 | 2,648 | 100.30 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 30,064 | 949 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 17,148 | 129.71 | 548 | 105.64 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 35,271 | 70.60 | 1,114 | 68.64 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 715,222 | 13.48 | 22,578 | 12.19 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 14,358 | 80.58 | 453 | 79.05 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 15,276 | 17.34 | 482 | 16.14 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 482,119 | 3.27 | 15,220 | 2.11 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 60,224 | 1,901 | ||||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 87,479 | 1.26 | 2,762 | -0.07 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 584,465 | 60.52 | 18,452 | 58.70 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7,175 | 227 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 16,438 | 26.44 | 519 | 24.82 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 189,910 | 5.04 | 5,995 | 3.86 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 98,320 | 22.34 | 3,104 | 20.93 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 92,725 | 8.92 | 2,927 | 7.69 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 110,168 | 17.14 | 3,478 | 15.82 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 18,970 | 4.61 | 599 | 3.28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 95,741 | 10.88 | 2,899 | 4.73 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8,933 | 282 | ||||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 25,443 | 803 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 21,449 | 4.79 | 677 | 3.68 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 11,840 | 7.50 | 374 | 6.27 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 612,823 | 0.66 | 19,346 | -0.48 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 15,189 | 2.22 | 529 | 6.65 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 28,494 | 132.21 | 910 | 139.84 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 37,989 | 3.42 | 1,199 | 2.30 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 389,062 | 53.32 | 12,283 | 51.59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 104,598 | 146.32 | 3,302 | 143.69 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 220,529 | 18.42 | 6,962 | 17.09 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 17,789 | 66.14 | 562 | 64.52 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 50,583 | 12.73 | 1,597 | 11.45 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 243,539 | 7,689 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11,379 | 69.53 | 359 | 67.76 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 | 0.00 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 4,915 | 28.13 | 157 | 32.20 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1,341,367 | 360.08 | 42,345 | 354.93 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 170,983 | 1,325.33 | 5,398 | 1,309.14 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 19,949 | 18.60 | 630 | 17.13 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 48,254 | 6.45 | 1,523 | 5.25 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 151 | 978.57 | 5 | |||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 85,810 | 2,709 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 22,012 | 80.28 | 695 | 78.41 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 306,310 | 9.42 | 9,670 | 8.19 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 113,442 | 399.08 | 3,581 | 393.93 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 20,993 | 64.26 | 663 | 62.25 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 20,321 | 54.44 | 642 | 52.62 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 214,390 | 17.11 | 6,768 | 15.79 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 21,659 | 684 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 59,590 | 16.06 | 1,881 | 14.77 | ||||
| 2026-05-05 | 13F | PFG Advisors | 33,760 | 35.48 | 1,066 | 33.96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 574,566 | 161.62 | 17,576 | 150.64 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3,153,794 | 81.59 | 99,565 | 79.55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 132,940 | 4,197 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3,393,840 | 32.72 | 107,144 | 31.22 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 253,210 | 301.22 | 7,994 | 296.67 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 37,274 | 9.06 | 1,177 | 7.79 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 151,651 | 4,788 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 8,612 | 272 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 9,395 | 300 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 56,957 | 12.59 | 1,798 | 11.33 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 70,298 | 1,033.84 | 2,219 | 1,026.40 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 136,920 | 2.59 | 4,323 | 1.43 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 473,695 | 14,955 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 87,519 | 3.05 | 2,763 | 1.88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 19 | 1 | ||||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 23,254 | 59.79 | 734 | 58.19 | ||||
| 2026-04-22 | 13F | Motco | 18,178 | 574 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 59 | 2 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18,575 | 30.12 | 586 | 28.79 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7,155 | 226 | ||||||
| 2026-05-14 | 13F | Towle & Co | 14,544 | 459 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 97,954 | 3,092 | ||||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 74,206 | 18.45 | 2,343 | 17.10 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 8,947 | 18.57 | 282 | 17.50 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 529,723 | 4.13 | 16,723 | 2.96 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 81,777 | 556.11 | 2,582 | 550.13 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 9,868 | 10.47 | 312 | 2.64 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 19,601 | 5.07 | 619 | 3.87 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 52,688 | 545.84 | 1,663 | 539.62 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5,031 | 80.45 | 159 | 77.53 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 105 | 3 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 3,194,933 | 20.50 | 100,864 | 19.14 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 909,211 | 15.88 | 29,031 | 120,862.50 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 50,600 | 0.20 | 1,597 | -0.93 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 19,946 | 34.59 | 630 | 32.98 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 409,945 | 65.16 | 12,942 | 63.31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2,400,095 | 13.32 | 75,771 | 12.04 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 32,260 | 1.52 | 1,018 | 0.39 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 13,528 | 427 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 31,130 | 9.95 | 983 | 8.63 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10,563 | 10.98 | 333 | 9.90 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,551,895 | 124.25 | 48,993 | 121.72 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 12,504 | 12.04 | 395 | 10.67 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 31,266 | 7.32 | 987 | 6.13 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 52,542 | 36.05 | 1,659 | 34.47 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 440,000 | 13,891 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 7,033,617 | 55.16 | 222,051 | 53.42 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 110,130 | 55.91 | 3,477 | 54.15 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 16,605 | 567 | ||||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 297,548 | 5.81 | 9,394 | 4.61 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 108 | 3 | ||||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 235,582 | 1.81 | 7,437 | 0.66 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 15,956 | 504 | ||||||
| 2026-04-15 | 13F | Code Waechter LLC | 158,239 | 4,996 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 123,648 | 35.69 | 3,904 | 34.17 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 501,303 | 2.86 | 15,826 | 1.70 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 185,005 | 5,841 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 122,469 | 3.38 | 3,866 | 2.22 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 127,409 | 21.02 | 4,047 | 20.38 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 4 | 0 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 72,021 | 129.48 | 2,274 | 126.85 | ||||
| 2026-05-05 | 13F | UBS Group AG | 556,679 | 218,205.49 | 17,574 | 219,575.00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3,732 | 302.59 | 119 | 310.34 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 51,381 | 82.57 | 1,622 | 80.62 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8,613 | 272 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 25,935 | 65.01 | 819 | 63.27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 40,483 | 153.80 | 1,278 | 151.08 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18,127 | 137.67 | 572 | 135.39 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 161,044 | 30.11 | 5,084 | 28.64 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 48,119 | 16.56 | 1,519 | 15.25 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11,383 | 359 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 109,707 | 4.04 | 3,463 | 2.88 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 22,158 | 12.81 | 700 | 11.48 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 218,055 | 11.68 | 6,884 | 10.41 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 50,346 | 20.05 | 1,589 | 18.67 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 78,144 | 75.79 | 2,467 | 73.85 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 16,394 | 18.10 | 518 | 16.70 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2,100 | 66 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17,821 | 133.50 | 569 | 142.13 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 61,794 | 15.64 | 1,951 | 12.07 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 10,386 | 43.69 | 328 | 42.17 | ||||
| 2026-04-28 | 13F | Intrinsic Value Partners, LLC | 31,450 | 47.31 | 993 | 45.67 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 34,208 | 8.35 | 1,080 | 7.04 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 69,785 | 19.20 | 2,203 | 17.87 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 36,052 | 128.96 | 1,138 | 126.49 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 47,908 | 8.66 | 1,512 | 7.46 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 130,279 | 128.86 | 4 | 300.00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 77,191 | 12.34 | 2,437 | 11.03 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 7,570 | 104.10 | 239 | 101.69 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 29,686 | 13.29 | 937 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 478 | 256.72 | 15 | 275.00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 290,506 | 15.70 | 9,178 | 14.53 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6,997 | 0 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 27,705 | 13.82 | 875 | 12.48 | ||||
| 2026-05-13 | 13F | Capital International Investors | 41,670 | 1.93 | 1,316 | 0.77 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 441,659 | 21.37 | 14 | 18.18 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 8,381 | 265 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,302,791 | 131.42 | 41,129 | 128.82 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 252,445 | 79.53 | 8,061 | 85.54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 225,980 | 7,134 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 80,408 | 415.01 | 2,539 | 409.64 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 328,861 | 7.63 | 10,382 | 6.42 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 28,594 | 903 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9,720 | 307 | ||||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 23,638 | 4.66 | 746 | 3.47 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8,571 | 0 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 14,419 | 42.17 | 455 | 40.87 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 221,361 | 321.77 | 6,988 | 317.19 | ||||
| 2026-05-15 | 13F | Fmr Llc | 154 | 5 | ||||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 12,026 | 6.65 | 380 | 5.28 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 261,006 | 21.45 | 8,240 | 20.08 |
