5/1/2025 | Realta Investment Advisors | 1,450 | $40K | 0.0% | +45.0% | 0.055% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,390 | $790K | 0.0% | -1.6% | 1.071% | |
3/5/2025 | Copley Financial Group Inc. | 12,874 | $366K | 0.3% | +38.9% | 0.460% | |
2/12/2025 | OLD Mission Capital LLC | 50,367 | $1.43M | 0.0% | +157.2% | 2.209% | |
2/11/2025 | LPL Financial LLC | 47,683 | $1.36M | 0.0% | -8.2% | 2.091% | |
2/11/2025 | Swan Global Investments LLC | 2,287,473 | $65.03M | 1.9% | -3.3% | 100.328% | |
2/10/2025 | Commonwealth Equity Services LLC | 31,417 | $893K | 0.0% | -6.6% | 1.378% | |
1/28/2025 | Realta Investment Advisors | 1,000 | $29K | 0.0% | -82.9% | 0.044% | |
1/22/2025 | Pacer Advisors Inc. | 2,287,473 | $65.03M | 0.1% | -3.3% | 100.328% | |
1/15/2025 | Ameritas Advisory Services LLC | 13,300 | $378K | 0.0% | N/A | 0.583% | |
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12/9/2024 | Copley Financial Group Inc. | 9,271 | $259K | 0.2% | N/A | 0.407% | |
11/15/2024 | Orion Portfolio Solutions LLC | 9,271 | $259K | 0.0% | -32.9% | 0.407% | |
11/14/2024 | Swan Global Investments LLC | 2,365,762 | $66.08M | 2.0% | +41.0% | 103.761% | |
11/12/2024 | Pacer Advisors Inc. | 2,365,762 | $66.08M | 0.1% | +41.0% | 103.761% | |
10/29/2024 | Realta Investment Advisors | 5,850 | $165K | 0.1% | -86.3% | 0.257% | |
8/13/2024 | Pacer Advisors Inc. | 1,677,756 | $45.05M | 0.1% | -3.7% | 73.586% | |
7/31/2024 | Anfield Capital Management LLC | 14,119 | $379K | 0.2% | N/A | 0.619% | |
4/30/2024 | Commonwealth Equity Services LLC | 35,754 | $938K | 0.0% | -27.9% | 1.568% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 11,494 | $301K | 0.1% | -4.2% | 0.504% | |
2/12/2024 | Swan Global Investments LLC | 1,478,200 | $36.85M | 1.2% | +24.7% | 79.903% | |
2/6/2024 | Lincoln National Corp | 45,593 | $1.14M | 0.0% | -8.4% | 2.464% | |
1/19/2024 | Realta Investment Advisors | 44,875 | $1.12M | 0.3% | -1.3% | 2.426% | |
1/16/2024 | Pacer Advisors Inc. | 1,478,200 | $36.85M | 0.1% | +24.7% | 79.903% | |
11/13/2023 | Kestra Advisory Services LLC | 41,367 | $960K | 0.0% | +8.6% | 2.236% | |
11/9/2023 | Sykon Capital LLC | 220,831 | $5.13M | 2.2% | N/A | 11.937% | |
11/6/2023 | Anfield Capital Management LLC | 10,369 | $241K | 0.1% | N/A | 0.560% | |
11/6/2023 | Lincoln National Corp | 49,768 | $1.16M | 0.0% | +80.2% | 2.690% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 12,070 | $280K | 0.1% | +82.9% | 0.652% | |
10/23/2023 | Commonwealth Equity Services LLC | 55,386 | $1.29M | 0.0% | +11.2% | 2.994% | |
8/11/2023 | Kestra Advisory Services LLC | 38,105 | $899K | 0.0% | -4.8% | 2.060% | |
8/7/2023 | Lincoln National Corp | 27,613 | $651K | 0.0% | +20.0% | 1.493% | |
7/12/2023 | Pacer Advisors Inc. | 888,377 | $20.95M | 0.1% | +13.7% | 56.226% | |
5/9/2023 | Spire Wealth Management | 96,342 | $2.11M | 0.1% | +811.6% | 6.098% | |
5/2/2023 | Pacer Advisors Inc. | 781,390 | $17.09M | 0.1% | -10.6% | 49.455% | |
5/2/2023 | Lincoln National Corp | 23,013 | $503K | 0.0% | N/A | 1.457% | |
4/28/2023 | Avantax Advisory Services Inc. | 19,472 | $426K | 0.0% | -2.7% | 1.232% | |
4/28/2023 | Ameritas Advisory Services LLC | 13,300 | $293K | 0.0% | -5.8% | 0.842% | |
4/26/2023 | Socha Financial Group LLC | 136,400 | $2.98M | 1.9% | -0.6% | 8.633% | |
3/20/2023 | Socha Financial Group LLC | 137,279 | $2.86M | 2.0% | -0.4% | 8.689% | |
3/6/2023 | OLD Mission Capital LLC | 19,926 | $415K | 0.0% | +88.8% | 0.000% | |
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2/10/2023 | Ameritas Advisory Services LLC | 14,116 | $294K | 0.0% | N/A | 0.000% | |
2/9/2023 | True Link Financial Advisors LLC | 14,400 | $300K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 59,332 | $1.23M | 0.0% | -12.6% | 0.000% | |
2/6/2023 | Pacer Advisors Inc. | 873,966 | $18.18M | 0.1% | -2.1% | 0.000% | |
2/3/2023 | Spire Wealth Management | 10,568 | $220K | 0.0% | N/A | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 41,013 | $853K | 0.0% | -7.4% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 10,555 | $209K | 0.0% | N/A | 0.000% | |
11/9/2022 | Blue Bell Private Wealth Management LLC | 6,298 | $125K | 0.0% | N/A | 0.000% | |
11/2/2022 | Rockefeller Capital Management L.P. | 24,693 | $488K | 0.0% | N/A | 0.000% | |
11/1/2022 | Kestra Advisory Services LLC | 44,275 | $877K | 0.0% | N/A | 0.000% | |
10/27/2022 | Coastal Investment Advisors Inc. | 45,275 | $896K | 0.2% | N/A | 0.000% | |
10/18/2022 | Pacer Advisors Inc. | 893,146 | $17.68M | 0.1% | +4.1% | 0.000% | |
5/4/2022 | Ameritas Advisory Services LLC | 19,116 | $407K | 0.0% | N/A | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 34,065 | $725K | 0.0% | -5.4% | 0.000% | |
4/5/2022 | Pacer Advisors Inc. | 600,521 | $12.78M | 0.1% | +48.5% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 36,018 | $768K | 0.0% | +101.7% | 0.000% | |
2/3/2022 | Pacer Advisors Inc. | 404,486 | $8.62M | 0.1% | -38.2% | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 48,738 | $1.00M | 0.0% | N/A | 0.000% | |
11/5/2021 | Advisory Services Network LLC | 19,400 | $398K | 0.0% | N/A | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 17,856 | $367K | 0.0% | N/A | 0.000% | |