5/16/2025 | Jones Financial Companies Lllp | 13,212 | $467K | 0.0% | +201.4% | 0.322% | |
5/15/2025 | Royal Bank of Canada | 18,745 | $663K | 0.0% | +3.9% | 0.457% | |
5/14/2025 | Smartleaf Asset Management LLC | 33,825 | $1.20M | 0.1% | -22.3% | 0.825% | |
5/9/2025 | PNC Financial Services Group Inc. | 172,327 | $6.10M | 0.0% | +4.2% | 4.203% | |
5/2/2025 | Invera Wealth Advisors LLC | 126,550 | $4.48M | 5.3% | -1.9% | 3.087% | |
4/29/2025 | Envestnet Asset Management Inc. | 55,473 | $1.96M | 0.0% | +7.1% | 1.353% | |
3/18/2025 | CWC Advisors LLC. | 10,063 | $365K | 0.4% | -3.0% | 0.245% | |
2/17/2025 | Bank of America Corp DE | 57,906 | $2.10M | 0.0% | -23.4% | 1.412% | |
2/17/2025 | Ameriprise Financial Inc. | 15,559 | $565K | 0.0% | -73.0% | 0.379% | |
2/14/2025 | Jane Street Group LLC | 72,301 | $2.62M | 0.0% | +559.7% | 1.763% | |
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2/13/2025 | Raymond James Financial Inc. | 6,874 | $249K | 0.0% | N/A | 0.168% | |
2/13/2025 | Envestnet Asset Management Inc. | 51,786 | $1.88M | 0.0% | +8.6% | 1.263% | |
2/13/2025 | Wells Fargo & Company MN | 6,056 | $220K | 0.0% | +7.7% | 0.148% | |
2/11/2025 | LPL Financial LLC | 27,560 | $1M | 0.0% | +17.4% | 0.672% | |
2/7/2025 | PNC Financial Services Group Inc. | 165,373 | $6.00M | 0.0% | +5.1% | 4.033% | |
2/6/2025 | Raymond James Financial Inc. | 6,874 | $249K | 0.0% | N/A | 0.168% | |
2/6/2025 | Jones Financial Companies Lllp | 4,384 | $159K | 0.0% | +59.7% | 0.107% | |
2/5/2025 | Smartleaf Asset Management LLC | 43,527 | $1.59M | 0.2% | +34.9% | 1.062% | |
2/3/2025 | Invera Wealth Advisors LLC | 128,946 | $4.82M | 4.8% | +123.5% | 3.145% | |
2/3/2025 | Fingerlakes Wealth Management Inc. | 12,726 | $462K | 0.4% | -9.5% | 0.310% | |
1/31/2025 | Truist Financial Corp | 36,979 | $1.34M | 0.0% | -3.2% | 0.902% | |
11/15/2024 | Jane Street Group LLC | 10,960 | $409K | 0.0% | N/A | 0.296% | |
11/15/2024 | State Street Corp | 1,046,100 | $39.01M | 0.0% | -0.2% | 28.273% | |
11/8/2024 | PNC Financial Services Group Inc. | 157,319 | $5.87M | 0.0% | -0.3% | 4.252% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,005 | $37K | 0.0% | N/A | 0.027% | |
10/23/2024 | CWC Advisors LLC. | 10,377 | $387K | 0.4% | N/A | 0.280% | |
10/22/2024 | International Assets Investment Management LLC | 3,181,461 | $118.64M | 0.0% | +729,592.9% | 85.985% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 1,200 | $45K | 0.0% | N/A | 0.032% | |
8/21/2024 | Truist Financial Corp | 38,394 | $1.32M | 0.0% | +2.0% | 1.163% | |
8/6/2024 | Monument Group Wealth Advisors LLC | 5,840 | $201K | 0.1% | N/A | 0.177% | |
7/31/2024 | Commonwealth Equity Services LLC | 7,575 | $261K | 0.0% | -8.0% | 0.230% | |
7/10/2024 | CWM LLC | 11,931 | $411K | 0.0% | +22.9% | 0.362% | |
4/22/2024 | Invera Wealth Advisors LLC | 51,570 | $1.66M | 1.4% | +388.5% | 1.563% | |
4/9/2024 | Mather Group LLC. | 5,750 | $182K | 0.0% | N/A | 0.174% | |
3/22/2024 | PNC Financial Services Group Inc. | 158,333 | $5.02M | 0.0% | +2.4% | 1.931% | |
2/9/2024 | PNC Financial Services Group Inc. | 158,333 | $5.02M | 0.0% | +2.4% | 1.931% | |
2/8/2024 | Private Wealth Management Group LLC | 2,007 | $64K | 0.0% | N/A | 0.024% | |
2/2/2024 | Truist Financial Corp | 34,324 | $1.09M | 0.0% | +7.3% | 0.419% | |
1/25/2024 | International Assets Investment Management LLC | 13,821 | $436K | 0.0% | N/A | 0.169% | |
1/24/2024 | International Assets Investment Management LLC | 13,821 | $436K | 0.0% | N/A | 0.169% | |
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1/17/2024 | Invera Wealth Advisors LLC | 10,556 | $335K | 0.2% | N/A | 0.129% | |
11/13/2023 | PNC Financial Services Group Inc. | 154,674 | $4.39M | 0.0% | +5.5% | 1.886% | |
11/1/2023 | Beaumont Financial Advisors LLC | 10,480 | $298K | 0.0% | -12.8% | 0.128% | |
10/23/2023 | Ulland Investment Advisors LLC | 16,120 | $458K | 0.5% | -13.0% | 0.197% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,672 | $246K | 0.0% | -16.6% | 0.106% | |
10/11/2023 | CWM LLC | 2,375 | $67K | 0.0% | N/A | 0.029% | |
8/11/2023 | Regents of The University of California | 4,940,356 | $147.22M | 18.4% | N/A | 60.248% | |
8/11/2023 | PNC Financial Services Group Inc. | 146,657 | $4.37M | 0.0% | -18.9% | 1.789% | |
8/4/2023 | Envestnet Asset Management Inc. | 41,586 | $1.24M | 0.0% | +1.9% | 0.507% | |
8/2/2023 | Bank of Montreal Can | 18,714 | $560K | 0.0% | N/A | 0.228% | |
7/31/2023 | LPL Financial LLC | 46,973 | $1.40M | 0.0% | -17.0% | 0.573% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 6,804 | $203K | 0.0% | N/A | 0.083% | |
5/5/2023 | Truist Financial Corp | 30,713 | $868K | 0.0% | -7.3% | 0.370% | |
4/19/2023 | International Assets Investment Management LLC | 9,078 | $393K | 0.1% | N/A | 0.109% | |
3/6/2023 | OLD Mission Capital LLC | 23,703 | $621K | 0.0% | -11.7% | 0.279% | |
2/10/2023 | Fingerlakes Wealth Management Inc. | 14,566 | $381K | 0.5% | N/A | 0.171% | |
2/10/2023 | PNC Financial Services Group Inc. | 179,526 | $4.70M | 0.0% | -8.4% | 2.112% | |
2/7/2023 | Commonwealth Equity Services LLC | 10,863 | $284K | 0.0% | +11.9% | 0.128% | |
2/7/2023 | LPL Financial LLC | 64,681 | $1.69M | 0.0% | +22.6% | 0.761% | |
2/7/2023 | Envestnet Asset Management Inc. | 44,194 | $1.16M | 0.0% | -3.5% | 0.520% | |
1/31/2023 | Ulland Investment Advisors LLC | 18,520 | $485K | 0.6% | N/A | 0.218% | |
1/25/2023 | Beaumont Financial Advisors LLC | 12,022 | $315K | 0.0% | N/A | 0.141% | |
11/14/2022 | United Capital Financial Advisers LLC | 11,697 | $282K | 0.0% | N/A | 0.138% | |
11/14/2022 | OLD Mission Capital LLC | 26,852 | $648K | 0.0% | N/A | 0.316% | |
11/14/2022 | Beaumont Financial Partners LLC | 12,022 | $290K | 0.0% | N/A | 0.141% | |