7/17/2024 | Cottonwood Capital Advisors LLC | 15,815 | $594K | 0.5% | -2.7% | 6.326% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 16,252 | $630K | 0.5% | -2.7% | 6.501% | |
2/8/2024 | Foundations Investment Advisors LLC | 13,573 | $520K | 0.0% | -88.3% | 3.878% | |
1/23/2024 | StrategIQ Financial Group LLC | 6,538 | $254K | 0.0% | -6.1% | 1.635% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 18,687 | $676K | 0.6% | -4.1% | 3.398% | |
10/30/2023 | Meitav Investment House Ltd. | 66,520 | $2.40M | 0.0% | -66.7% | 12.095% | |
|
10/5/2023 | Foundations Investment Advisors LLC | 115,990 | $4.20M | 0.1% | N/A | 21.089% | |
8/10/2023 | Meitav Investment House Ltd. | 199,560 | $5.08M | 0.1% | +200.0% | 36.284% | |
8/4/2023 | Cottonwood Capital Advisors LLC | 19,476 | $756K | 0.7% | -3.8% | 3.541% | |
8/2/2023 | Bank of Montreal Can | 6,046 | $240K | 0.0% | N/A | 1.099% | |
7/25/2023 | Raymond James & Associates | 8,919 | $346K | 0.0% | -12.3% | 1.622% | |
7/24/2023 | Meitav Investment House Ltd. | 199,560 | $5.08M | 0.1% | +200.0% | 36.284% | |
7/18/2023 | StrategIQ Financial Group LLC | 7,163 | $278K | 0.0% | -11.2% | 1.302% | |
5/11/2023 | Meitav Investment House Ltd. | 66,520 | $2.67M | 0.0% | -66.7% | 16.630% | |
3/6/2023 | OLD Mission Capital LLC | 21,674 | $766K | 0.0% | -23.1% | 5.419% | |
2/7/2023 | MTM Investment Management LLC | 821 | $29K | 0.0% | -52.8% | 0.205% | |
2/6/2023 | Cottonwood Capital Advisors LLC | 20,489 | $724K | 0.6% | -30.0% | 5.122% | |
1/13/2023 | StrategIQ Financial Group LLC | 8,063 | $285K | 0.0% | -11.8% | 2.016% | |
11/14/2022 | OLD Mission Capital LLC | 28,192 | $798K | 0.0% | +327.3% | 7.048% | |
11/10/2022 | Credit Suisse AG | 50,000 | $1.42M | 0.0% | N/A | 12.500% | |
11/1/2022 | Cottonwood Capital Advisors LLC | 29,280 | $829K | 0.8% | -1.3% | 7.320% | |
10/31/2022 | Meitav Dash Investments Ltd. | 199,560 | $3.75M | 0.1% | +200.0% | 49.890% | |
10/25/2022 | Raymond James & Associates | 11,366 | $322K | 0.0% | -61.4% | 2.842% | |
10/21/2022 | StrategIQ Financial Group LLC | 9,138 | $259K | 0.0% | -8.6% | 2.285% | |
8/8/2022 | Truepoint Inc. | 7,500 | $253K | 0.0% | -25.0% | 1.364% | |
8/2/2022 | Treasure Coast Financial Planning | 8,587 | $290K | 0.2% | -83.5% | 1.561% | |
7/27/2022 | Cottonwood Capital Advisors LLC | 29,673 | $1.00M | 0.9% | -6.0% | 5.395% | |
5/11/2022 | Truepoint Inc. | 10,000 | $439K | 0.0% | N/A | 1.429% | |
5/9/2022 | Treasure Coast Financial Planning | 52,050 | $2.28M | 1.8% | +13.9% | 7.436% | |
4/18/2022 | Cottonwood Capital Advisors LLC | 31,581 | $1.39M | 1.1% | +4.8% | 4.512% | |
2/15/2022 | Treasure Coast Financial Planning | 45,678 | $2.45M | 1.9% | N/A | 2.768% | |
2/10/2022 | OLD Mission Capital LLC | 52,667 | $2.83M | 0.1% | +1.2% | 3.098% | |
2/9/2022 | Ameliora Wealth Management Ltd. | 11,350 | $555K | 0.5% | N/A | 0.668% | |
2/9/2022 | AlphaMark Advisors LLC | 685 | $37K | 0.0% | -42.2% | 0.040% | |
2/8/2022 | Meitav Dash Investments Ltd. | 66,520 | $3.58M | 0.1% | N/A | 3.913% | |
2/8/2022 | Raymond James & Associates | 56,579 | $3.04M | 0.0% | +5.2% | 3.328% | |
2/8/2022 | First Trust Advisors LP | 827,799 | $44.43M | 0.0% | -13.4% | 48.694% | |
2/4/2022 | StrategIQ Financial Group LLC | 10,393 | $558K | 0.1% | -8.5% | 0.611% | |
1/28/2022 | Cottonwood Capital Advisors LLC | 30,148 | $1.62M | 1.3% | N/A | 1.773% | |
11/16/2021 | Migdal Insurance & Financial Holdings Ltd. | 66,520 | $3.65M | 0.0% | -4.4% | 3.596% | |
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11/15/2021 | Morgan Stanley | 209,263 | $11.49M | 0.0% | +2.4% | 11.312% | |
11/15/2021 | HighTower Advisors LLC | 12,274 | $674K | 0.0% | N/A | 0.663% | |
11/12/2021 | OLD Mission Capital LLC | 52,047 | $2.86M | 0.1% | +51.8% | 2.813% | |
11/5/2021 | Advisor Group Holdings Inc. | 3,796 | $209K | 0.0% | -70.0% | 0.205% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 15,651 | $859K | 0.0% | -2.1% | 0.846% | |
11/2/2021 | Raymond James & Associates | 53,802 | $2.95M | 0.0% | +0.4% | 2.908% | |
10/22/2021 | MTM Investment Management LLC | 2,181 | $120K | 0.1% | -7.9% | 0.118% | |
8/17/2021 | Wells Fargo & Company MN | 56,930 | $3.25M | 0.0% | -7.7% | 2.996% | |
8/16/2021 | First Trust Advisors LP | 992,085 | $56.58M | 0.1% | -5.5% | 52.215% | |
8/16/2021 | Royal Bank of Canada | 5,022 | $286K | 0.0% | -55.9% | 0.264% | |
8/16/2021 | Morgan Stanley | 204,382 | $11.66M | 0.0% | -32.0% | 10.757% | |
8/13/2021 | OLD Mission Capital LLC | 34,276 | $1.96M | 0.1% | N/A | 1.804% | |
8/13/2021 | LPL Financial LLC | 15,178 | $866K | 0.0% | N/A | 0.799% | |
8/13/2021 | Stifel Financial Corp | 7,600 | $433K | 0.0% | N/A | 0.400% | |
8/11/2021 | Baird Financial Group Inc. | 13,379 | $763K | 0.0% | -2.2% | 0.704% | |
8/11/2021 | Susquehanna International Group LLP | 11,754 | $670K | 0.0% | -43.5% | 0.619% | |
8/3/2021 | StrategIQ Financial Group LLC | 11,363 | $648K | 0.1% | -7.3% | 0.598% | |
8/2/2021 | Advisor Group Holdings Inc. | 12,643 | $723K | 0.0% | +239.4% | 0.665% | |